Know Your PMS · Monthly tearsheet
Barclays Wealth Creator Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202668 months filedBM: NIFTY50TRIBM: Nifty 50 - TRIBM: Benchmark
CAGR
7.14%
Total return
47.78%
Max drawdown
-19.40%
Sharpe
0.55
Sortino
0.50
Calmar
0.37
Win months
58.82%
Best / worst month
9.7% / -9.3%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -4.95% | 1.83% | -9.27% | 9.68% | 1.90% | 1.09% | 1.52% | -0.58% | -3.87% | – | – | – | -3.73% |
2025 | -5.74% | -8.80% | 8.09% | 2.35% | 2.68% | 4.77% | -3.51% | -2.37% | 0.86% | 3.04% | -2.17% | -1.39% | -3.37% |
2024 | 0.66% | 0.79% | 1.32% | 3.04% | -1.07% | 6.59% | 1.82% | -0.18% | 2.81% | -5.30% | -0.17% | 0.47% | 10.85% |
2023 | -3.74% | -1.22% | -0.45% | 4.76% | 5.07% | 3.76% | 1.69% | 0.43% | 0.58% | -1.87% | 6.56% | 6.11% | 23.22% |
2022 | -0.76% | -6.16% | 3.56% | -2.75% | -6.39% | -6.08% | 9.38% | 4.18% | -3.86% | 1.40% | 0.85% | -3.63% | -10.97% |
2021 | – | 4.71% | -0.88% | 1.50% | 4.17% | 2.83% | 3.11% | 9.51% | 3.20% | -1.19% | -2.44% | 3.07% | 30.65% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 19.40% | 24 mo · open |
| Oct_2021 | Jun_2022 | Nov_2023 | 18.07% | 25 mo |
| May_2024 | May_2024 | Jun_2024 | 1.07% | 1 mo |
| Mar_2021 | Mar_2021 | Apr_2021 | 0.88% | 1 mo |
| Aug_2024 | Aug_2024 | Sep_2024 | 0.18% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.30%
Downside deviation
14.18%