Watch
Deep hole on the path
Max drawdown reached -30.7%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 8 months.
Ionic Navigator Portfolio Midcap
EQUITYNifty 50
Strategy performance & returns
Age: 15 months · 15 mo used
- CAGR
- -30.0%
- Max DD
- -36.0%
- Calmar
- -0.83
- Track
- 15 mo
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Watch
A lot of bounce, little payoff
Vol ran at +33.0% annualised while Sharpe stayed at -1.27. You sat through noise that barely showed up in the result.
Watch
Ugly trailing 12-month prints
Worst rolling year hit -33.1%. The best rolling year was -13.8%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Watch
Wins cluster in fewer months
Hit rate is only +44.4%. Gains arrive in bunches, so long red stretches are part of how this track works.
Watch
Often below a prior high
Roughly 89% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-30.51%
Annualised Return
-41.96%
Hit Rate
44.44%
Maximum Drawdown
-30.73%
Annualised Volatility
33.04%
Sharpe Ratio
-1.27
Sortino Ratio
-1.30
Consistency Score
44.4%
PPerformance(26)RRisk(12)CConsistency(9)
- Average Monthly Return P
- -3.50%
- Geometric Mean Return P
- -3.96%
- Average Drawdown P
- -11.39%
- Median Drawdown P
- -7.14%
- Max Drawdown Duration P
- 8 mo
- Average Drawdown Duration P
- 14 mo
- Return / Max Drawdown P
- -0.83
- Return / Avg Drawdown P
- -2.09
- Ulcer Index P
- 16.69%
- Positive Rolling Periods % P
- 0.00%
- Return Stability Score P
- 10.48
- Return Persistence P
- -0.33
- Worst Rolling 12M Return P
- -33.13%
- Best Rolling 12M Return P
- -13.84%
- Maximum Monthly Loss P
- -25.68%
- Worst 3-Month Period P
- -25.40%
- Worst 6-Month Period P
- -28.64%
- Return Smoothness Index P
- 6.07
- Worst Case Investor Entry P
- -33.13%
- Capital Preservation Score P
- 69.27%
- Aggressiveness Score P
- 9.54%
- Recovery Efficiency P
- -0.71
- Downside Volatility R
- 39.09%
- Upside Volatility R
- 11.61%
- Time in Drawdown % R
- 88.89%
- VaR 95% R
- -19.19%
- VaR 99% R
- -25.69%
- CVaR 95% R
- -25.68%
- CVaR 99% R
- -25.69%
- Semi Variance R
- 0.0127
- Volatility of Drawdowns R
- 11.59%
- CAGR per Unit Drawdown R
- -0.83
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- -1.82
- Return Kurtosis C
- 3.81
- Coefficient of Variation C
- -2.73
- Calmar Ratio C
- -0.83
- Sterling Ratio C
- -2.09
- Burke Ratio C
- -0.83
Disclosure & provenance
Month-end SEBI filings only; never invented zeros. Figures reconcile to SEBI TWRR for filed months (see Methodology).
SEBI is the source of authority. Know Your PMS does not invent missing months or recommend strategies. How we reconcile.
IONIC NAVIGATOR PORTFOLIO MIDCAP performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has IONIC NAVIGATOR PORTFOLIO MIDCAP performed?
- IONIC NAVIGATOR PORTFOLIO MIDCAP (ANGEL ONE INVESTMENT MANAGERS AND ADVISORS PRIVATE LIMITED) shows CAGR -30.0% and max drawdown -36.0% on Know Your PMS from SEBI month-end TWRR filings. Incomplete windows stay Not reported. Learn more
- What is IONIC NAVIGATOR PORTFOLIO MIDCAP CAGR / max drawdown?
- CAGR is -30.0%; max drawdown is -36.0%. We only publish CAGR when there are enough months (≥12 on this track of 15 months). Learn more
- Where do IONIC NAVIGATOR PORTFOLIO MIDCAP returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y/3Y/5Y and since-inception need enough consecutive monthlies. Sparse tracks stay honest. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–3 for your own diligence. Learn more