Watch
Calendar year luck is real
Best year hit +30.7%. Worst calendar year was -11.0%. A +42% gap means the year you enter can dominate how the track feels.
Barclays Wealth Creator Portfolio
EQUITYNifty 50
Strategy performance & returns
Age: 67 months · 67 mo used
- CAGR
- 8.0%
- Max DD
- -19.4%
- Calmar
- 0.41
- Track
- 67 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.
Rolling CAGR (3Y)
8.99%
Rolling CAGR (5Y)
6.24%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Watch
Often below a prior high
Roughly 75% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
47.86%
Annualised Return
8.55%
Hit Rate
58.73%
Maximum Drawdown
-19.40%
Annualised Volatility
14.81%
Sharpe Ratio
0.58
Sortino Ratio
0.92
Consistency Score
58.7%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 30.65%
- Worst Year Return P
- -10.97%
- Median Annual Return P
- 3.74%
- Average Monthly Return P
- 0.71%
- Geometric Mean Return P
- 0.62%
- Average Drawdown P
- -5.87%
- Median Drawdown P
- -5.02%
- Max Drawdown Duration P
- 25 mo
- Average Drawdown Duration P
- 10 mo
- Return / Max Drawdown P
- 0.40
- Return / Avg Drawdown P
- 1.32
- Ulcer Index P
- 8.10%
- Positive Rolling Periods % P
- 52.38%
- Return Stability Score P
- 23.39
- Return Persistence P
- 0.02
- Worst Rolling 12M Return P
- -13.65%
- Best Rolling 12M Return P
- 33.81%
- Maximum Monthly Loss P
- -9.27%
- Worst 3-Month Period P
- -14.50%
- Worst 6-Month Period P
- -17.54%
- Return Smoothness Index P
- 16.93
- Pain Adjusted Return P
- 1.32%
- Worst Case Investor Entry P
- -13.65%
- Capital Preservation Score P
- 80.60%
- Aggressiveness Score P
- 4.28%
- Recovery Efficiency P
- 0.22
- Downside Volatility R
- 8.96%
- Upside Volatility R
- 9.06%
- Time in Drawdown % R
- 74.60%
- VaR 95% R
- -6.32%
- VaR 99% R
- -9.23%
- CVaR 95% R
- -8.15%
- CVaR 99% R
- -9.27%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 5.57%
- CAGR per Unit Drawdown R
- 0.40
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -10.97%
- Return Skewness C
- -0.11
- Return Kurtosis C
- -0.11
- Coefficient of Variation C
- 6.00
- Calmar Ratio C
- 0.40
- Sterling Ratio C
- 0.40
- Burke Ratio C
- 0.30
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.
Barclays Wealth Creator Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Barclays Wealth Creator Portfolio performed?
- Barclays Wealth Creator Portfolio (Barclays Securities India Private Limited) shows CAGR 8.0% and max drawdown -19.4% on Know Your PMS from SEBI month-end TWRR filings. Incomplete windows stay Not reported. Learn more
- What is Barclays Wealth Creator Portfolio CAGR / max drawdown?
- CAGR is 8.0%; max drawdown is -19.4%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do Barclays Wealth Creator Portfolio 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