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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -10.74% | -11.37% | 0.63% |
| 3 Months | -11.23% | -13.94% | 2.71% |
| 6 Months | -8.09% | -9.62% | 1.53% |
| 1 Year | -1.16% | -3.12% | 1.96% |
| 2 Year | 5.47% | 1.32% | 4.15% |
| 3 Year | 16.3% | 12.89% | 3.41% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 16.53% | 12.69% | 3.84% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.53% | 4.16% | -10.74% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.19% | 3.71% | 0.63% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -8.42% | -8.83% | 3.53% | 2.47% | 6.73% | 3.87% | -1.39% | -4.42% | 0.44% | 4.89% | 0.45% | -- |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -- |
| Alpha | -4.99% | -1.09% | -3.79% | -0.71% | 3.19% | 0.19% | 1.32% | -2.67% | -0.8% | 0.62% | -0.51% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 6.05% | 0.68% | 11.27% | 4.37% | 1.37% | 5.28% | -6.25% | 2.33% | 2.55% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 6.94% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 2.61% | -0.15% | 4.33% | -0.07% | 0.41% | 3.19% | 0.2% | 2.27% | 4.05% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10395.9 | 10821.5 | 9648.5 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 10428 | 9492.8 | 9820.7 | 10063.1 | 10742.9 | 11138.9 | 10986.8 | 10501.9 | 10542.5 | 11058.6 | 11109.3 | -- |
| 2024 | -- | -- | -- | 7576.7 | 7622.9 | 8467.7 | 8813.7 | 8932.4 | 9403.2 | 8802.8 | 9851.7 | 11387.4 |
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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