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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.52% | -6.2% | 7.72% |
| 3 Months | 12.92% | -6.87% | 19.79% |
| 6 Months | 8.4% | -3.79% | 12.19% |
| 1 Year | 8.26% | 3.27% | 4.99% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -7.15% | 1.16% | -8.31% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.55% | 10.61% | 1.52% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.35% | 0.65% | -6.2% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.9% | 9.96% | 7.72% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.44% | -5.2% | 5.38% | 1.19% | 17.68% | -11.03% | -1.29% | -2.61% | -1.94% | -3.33% | -0.63% | -0.06% |
| Benchmark | -1.11% | -3.92% | 3.95% | 2.34% | 2.57% | 2.28% | -0.91% | -0.66% | 1.56% | 2.58% | 0.76% | -0.05% |
| Alpha | 5.55% | -1.28% | 1.43% | -1.15% | 15.11% | -13.31% | -0.38% | -1.95% | -3.5% | -5.91% | -1.39% | -0.01% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | -9.44% | -13.09% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 0.07% | -0.68% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | -9.51% | -12.41% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 24.1 | 26.6 | 29 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 23.2 | 22 | 22.7 | 26.2 | 27.1 | 24.1 | 25.3 | 24.6 | 23.7 | 22.9 | 23.3 | 23.9 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 28.1 | 25 | 21.7 |
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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