| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 7.03% | -0.09% | 7.12% |
| 3 Months | 10.5% | 3.86% | 6.64% |
| 6 Months | 31.1% | 1.43% | 29.67% |
| 1 Year | 52.47% | 4.72% | 47.75% |
| 2 Year | 22.37% | -0.11% | 22.48% |
| 3 Year | 17.74% | 12.09% | 5.65% |
| 5 Year | 16.39% | 10.91% | 5.48% |
| Since Inception | 15.58% | 12.16% | 3.42% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0% | 6.54% | -8.17% | 22.2% | 5.73% | 3.65% | -- | 7.03% | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -0.17% | 1.73% | -- | -0.09% | -- | -- | -- | -- |
| Alpha | 3.34% | 6.09% | 3.2% | 11.82% | 5.9% | 1.92% | -- | 7.12% | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.72% | -13.73% | 4.71% | 2.55% | 9.7% | 3.7% | -3.82% | -0.33% | 3.14% | 10.5% | -0.73% | -- |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -- |
| Alpha | -0.29% | -5.99% | -2.61% | -0.63% | 6.16% | 0.02% | -1.11% | 1.42% | 1.9% | 6.23% | -1.69% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.06% | -5.36% | 9.96% | 0.86% | 1.4% | 0.08% | 0.43% | 1.38% | -0.93% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.62% | -6.19% | 2.91% | -3.58% | 0.44% | -2.01% | 6.88% | 1.32% | 0.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 78.6 | 82.6 | 76.8 | 98.8 | 107 | 121 | -- | 156.2 | -- | -- | -- | -- |
| 2025 | 78 | 67.5 | 70.3 | 70.6 | 75.9 | 78.5 | 74.7 | 74.5 | 74.9 | 81.1 | 80.3 | -- |
| 2024 | -- | -- | -- | 89.1 | 83.3 | 90.8 | 91.3 | 90.5 | 89.5 | 86 | 84.2 | 82.5 |
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