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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 2.16% | -0.51% | 2.67% |
| 3 Months | -6.81% | -3.8% | -3.01% |
| 6 Months | 4.71% | 3.36% | 1.35% |
| 1 Year | 181.56% | 15.07% | 166.49% |
| 2 Year | 152.34% | 8.28% | 144.06% |
| 3 Year | 132.56% | 14.64% | 117.92% |
| 5 Year | 76.61% | 12.94% | 63.67% |
| Since Inception | 23.85% | 11.71% | 12.14% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.88% | 2.16% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -2.84% | 2.67% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.61% | 360.33% | 172.64% | -0.89% | 3.03% | 2.39% | -3.17% | -2.59% | 7.41% | 4.24% | 0.36% | -3.08% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | 1.06% | 366.12% | 166.33% | -4.37% | 1.11% | -0.98% | -0.4% | -1.38% | 6.64% | -0.38% | -1.56% | -2.8% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | 2.34% | 2.91% | 1.43% | -0.86% | 0.21% | 2.12% |
| Benchmark | -- | -- | -- | -- | -- | -- | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | -- | -- | -- | -1.66% | 1.55% | -0.85% | 5.26% | 0.47% | 4.14% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.4 | 9.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 40.2 | 48.4 | 16.7 | 12.9 | 10.5 | 10.7 | 10.4 | 9.1 | 9.8 | 10.2 | 10.3 | 9.9 |
| 2024 | -- | -- | -- | -- | -- | -- | 44.4 | 45.1 | 46.2 | 45.6 | 39.2 | 40 |
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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