Know Your PMS · Monthly tearsheet
WHITE TRUFFLE 5
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 Jul_202318 months filed
CAGR
22.32%
Total return
35.28%
Max drawdown
-11.12%
Sharpe
1.17
Sortino
1.59
Calmar
2.01
Win months
61.11%
Best / worst month
10.7% / -7.1%
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 | -2.48% | -3.01% | -3.84% | 10.07% | 4.68% | 6.41% | 10.68% | – | – | – | – | – | 23.42% |
2022 | – | -7.08% | 1.53% | 2.37% | -4.92% | 1.20% | 9.64% | 5.59% | -2.43% | 1.15% | 5.64% | -2.28% | 9.61% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | May_2023 | 11.12% | 5 mo |
| Feb_2022 | May_2022 | Jul_2022 | 8.17% | 5 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 2.43% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
18.26%
Downside deviation
14.06%