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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -4.21% | 0.45% | -4.66% |
| 3 Months | -3.02% | -3.13% | 0.11% |
| 6 Months | 24.37% | 3.24% | 21.13% |
| 1 Year | 37.15% | 17.3% | 19.85% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 6.25% | 1.18% | 5.07% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.38% | -4.21% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 7.72% | -4.66% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | -- | -6.96% | -6.54% | 12.54% | 13.85% | 0.09% | -3% |
| Benchmark | -- | -- | -- | -- | -- | -- | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -- | -- | -- | -- | -- | -- | -4.25% | -4.79% | 11.3% | 9.58% | -0.87% | -2.76% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 25 | 24 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | -- | 17.7 | 16.5 | 18.6 | 21.1 | 21.2 | 23.5 |
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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