Know Your PMS · Monthly tearsheet
Real Estate Yield Maximizer 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 Jan_20249 months filed
CAGR
Needs 12 months
Total return
-67.59%
Max drawdown
-68.31%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
0.7% / -68.3%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.00% | – | – | – | – | – | – | – | – | – | – | – | 0.00% |
2023 | – | – | – | 0.63% | 0.65% | -68.31% | 0.00% | 0.00% | 0.00% | – | – | – | -67.90% |
2021 | – | – | – | – | 0.66% | 0.32% | – | – | – | – | – | – | 0.98% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jun_2023 | Jun_2023 | Ongoing | 68.31% | 5 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
1 mo
Ann. volatility
74.68%
Downside deviation
236.63%