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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.53% | 0.65% | -0.12% |
| 3 Months | -1.72% | -0.76% | -0.96% |
| 6 Months | 5.28% | 4.17% | 1.11% |
| 1 Year | 15.88% | 14.44% | 1.44% |
| 2 Year | 9.21% | 9.16% | 0.05% |
| 3 Year | 14.34% | 13.85% | 0.49% |
| 5 Year | 12.59% | 11.49% | 1.1% |
| Since Inception | 7.73% | 12.38% | -4.65% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.07% | 0.53% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.36% | 0.65% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.71% | -0.12% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.67% | -5.77% | 4.87% | 2.58% | 2.71% | 2.4% | -1.5% | -0.67% | 1.35% | 4.18% | 1.45% | -0.17% |
| Benchmark | -1.11% | -3.92% | 3.94% | 2.34% | 2.57% | 2.28% | -0.91% | -0.66% | 1.56% | 2.58% | 1.92% | -0.04% |
| Alpha | -1.56% | -1.85% | 0.93% | 0.24% | 0.14% | 0.12% | -0.59% | -0.01% | -0.21% | 1.6% | -0.47% | -0.13% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 2.46% | 1.12% | 4.94% | 2.59% | 1.33% | 2.03% | -4.81% | 0.05% | -0.68% |
| Benchmark | -- | -- | -- | 2.12% | 0.6% | 3.98% | 2.86% | 0.86% | 1.57% | -2.7% | 0.07% | -0.67% |
| Alpha | -- | -- | -- | 0.34% | 0.52% | 0.96% | -0.27% | 0.47% | 0.46% | -2.11% | -0.02% | -0.01% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 17.6 | 17.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 40.2 | 36.8 | 38.6 | 34.3 | 22.5 | 21.4 | 18.6 | 16.9 | 17.1 | 17.8 | 18.1 | 18 |
| 2024 | -- | -- | -- | 54.6 | 55.7 | 55.4 | 46.9 | 45.5 | 44.3 | 41.5 | 41.6 | 41.2 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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