Know Your PMS · Monthly tearsheet
MAXIMA STRATEGY
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 Jun_202310 months filed
CAGR
Needs 12 months
Total return
6.17%
Max drawdown
-10.45%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
40.00%
Best / worst month
6.7% / -5.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -5.50% | -0.20% | -1.90% | 4.96% | 6.66% | 5.45% | – | – | – | – | – | – | 9.22% |
2022 | – | – | – | – | – | – | – | – | -0.42% | -0.81% | 1.68% | -3.21% | -2.79% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | May_2023 | 10.45% | 5 mo |
| Sep_2022 | Oct_2022 | Nov_2022 | 1.23% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
13.05%
Downside deviation
9.49%