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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -2.13% | -1.34% | -0.79% |
| 3 Months | 1.47% | -0.61% | 2.08% |
| 6 Months | 2.46% | 0.69% | 1.77% |
| 1 Year | 7.22% | 3.58% | 3.64% |
| 2 Year | 5.18% | 6.16% | -0.98% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 5.55% | 6.61% | -1.06% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.49% | -- | -2.13% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.13% | -- | -1.34% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 3.62% | -- | -0.79% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.25% | 0.15% | 0.41% | 0.54% | 0.4% | -0.05% | 0.24% | 1.14% | 2.42% | -0.57% | 0.67% | 0.88% |
| Benchmark | 0.7% | 0.18% | 1.62% | 1.65% | 0.95% | -0.44% | 0.53% | -0.74% | 0.91% | 0.68% | 0.38% | 0.23% |
| Alpha | -0.45% | -0.03% | -1.21% | -1.11% | -0.55% | 0.39% | -0.29% | 1.88% | 1.51% | -1.25% | 0.29% | 0.65% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0.5% | 0.44% | 0.14% | 0.13% | 0.22% | 0.27% | 0.26% | 0.1% | 0.26% |
| Benchmark | -- | -- | -- | -0.12% | 1.2% | 0.73% | 0.89% | 0.89% | 1.05% | 0.27% | 0.56% | 0.5% |
| Alpha | -- | -- | -- | 0.62% | -0.76% | -0.59% | -0.76% | -0.67% | -0.78% | -0.01% | -0.46% | -0.24% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.6 | -- | 2.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 27.8 | 38 | 30.9 | 18.7 | 12.8 | 6.9 | 8.6 | 4.6 | 3.6 | 4.3 | 4.3 | 4 |
| 2024 | -- | -- | -- | 6.1 | 9.8 | 12.8 | 17 | 18.9 | 26.6 | 23 | 23.5 | 28.2 |
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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