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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -1.68% | 0.45% | -2.13% |
| 3 Months | -8.01% | -3.13% | -4.88% |
| 6 Months | -2.48% | 3.24% | -5.72% |
| 1 Year | 21.34% | 17.3% | 4.04% |
| 2 Year | -0.17% | 8.09% | -8.26% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -0.19% | 8.62% | -8.81% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.31% | -1.68% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.03% | -2.13% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -9.29% | -14.63% | 12.57% | 6.61% | 11.85% | 2.64% | -10.88% | 1.34% | 5.79% | 0.74% | -0.53% | -3.23% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -5.86% | -6.89% | 5.25% | 3.43% | 8.31% | -1.04% | -8.17% | 3.09% | 4.55% | -3.53% | -1.49% | -2.99% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 18.69% | 2.05% | 2% | 6.38% | -0.74% | -3.04% | -8.91% | -2.84% | -1.78% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 15.25% | 1.22% | -5.05% | 1.94% | -1.7% | -5.13% | -2.46% | -2.9% | -0.28% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 37.8 | 38.2 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 29.7 | 25.4 | 29.2 | 32.8 | 37.7 | 39.2 | 35.9 | 37.3 | 39.9 | 41.1 | 39.9 | 38.4 |
| 2024 | -- | -- | -- | 11.2 | 16.5 | 19.7 | 26.9 | 30.9 | 32.5 | 31.2 | 32.3 | 31.7 |
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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