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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -8.34% | -11.37% | 3.03% |
| 3 Months | -8.27% | -13.94% | 5.67% |
| 6 Months | -5.11% | -9.62% | 4.51% |
| 1 Year | -0.62% | -3.12% | 2.5% |
| 2 Year | 5.25% | 1.32% | 3.93% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 12.44% | 7.37% | 5.07% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.56% | -- | -8.34% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.22% | -- | 3.03% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -10.03% | -5.96% | 5.57% | -0.85% | 5.88% | 0.96% | 2.66% | -3.02% | -0.73% | 5.31% | 1.21% | -2.95% |
| 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 | -6.6% | 1.78% | -1.75% | -4.03% | 2.34% | -2.72% | 5.37% | -1.27% | -1.97% | 1.04% | 0.25% | -2.71% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.07% | -0.09% | 9.55% | 1.85% | 3.34% | 3.25% | -3.14% | 1.05% | 2.01% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.63% | -0.92% | 2.5% | -2.59% | 2.38% | 1.16% | 3.31% | 0.99% | 3.51% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.6 | -- | 0.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 0.4 | 0.4 | 0.5 | 0.5 | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 |
| 2024 | -- | -- | -- | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.5 |
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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