Watch
Often below a prior high
Roughly 57% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
NIO Performance
EQUITYNifty Multi-Asset
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Ithought Financial Consulting LLP
Age: 29 months
Trailing return from filed months
- 1Y
- -7.10%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 7.23%
- Max DD
- -13.46%
- Calmar
- 0.54
- Track
- 29 months
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.
Read of the numbers
Reported metrics only · not advice
Total Return
25.87%
Annualised Return
7.23%
Hit Rate
62.07%
Maximum Drawdown
-13.46%
Annualised Volatility
13.14%
Sharpe Ratio
0.82
Sortino Ratio
0.44
Consistency Score
64.3%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 23.90%
- Worst Year Return P
- -7.98%
- Median Annual Return P
- 10.41%
- Average Monthly Return P
- 0.90%
- Geometric Mean Return P
- 0.83%
- Average Drawdown P
- -2.99%
- Median Drawdown P
- -0.47%
- Max Drawdown Duration P
- 8 mo
- Average Drawdown Duration P
- 6 mo
- Return / Max Drawdown P
- 0.54
- Return / Avg Drawdown P
- 3.47
- Ulcer Index P
- 5.32%
- Positive Rolling Periods % P
- 60.71%
- Return Stability Score P
- 26.36
- Return Persistence P
- -0.17
- Worst Rolling 12M Return P
- 0.71%
- Best Rolling 12M Return P
- 26.03%
- Maximum Monthly Loss P
- -12.34%
- Worst 3-Month Period P
- -12.95%
- Worst 6-Month Period P
- -7.73%
- Return Smoothness Index P
- 16.96
- Pain Adjusted Return P
- 3.47%
- Worst Case Investor Entry P
- 0.71%
- Capital Preservation Score P
- 87.05%
- Aggressiveness Score P
- 3.79%
- Recovery Efficiency P
- 0.54
- Downside Volatility R
- 12.43%
- Upside Volatility R
- 7.16%
- Time in Drawdown % R
- 57.14%
- VaR 95% R
- -5.34%
- VaR 99% R
- -7.93%
- CVaR 95% R
- -12.34%
- CVaR 99% R
- -12.34%
- Semi Variance R
- 0.0013
- Volatility of Drawdowns R
- 3.79%
- CAGR per Unit Drawdown R
- 0.80
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -7.98%
- Return Skewness C
- -1.33
- Return Kurtosis C
- 4.54
- Coefficient of Variation C
- 4.23
- Calmar Ratio C
- 0.54
- Sterling Ratio C
- 0.80
- Burke Ratio C
- 0.45
Filings
Month-end SEBI filings. Missing months stay blank.
NIO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has NIO performed?
- NIO (Ithought Financial Consulting LLP) shows CAGR 7.23% and max drawdown -13.46% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is NIO CAGR / max drawdown?
- CAGR is 7.23%; max drawdown is -13.46%. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do NIO 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, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite NIO?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. 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 2–4 on the same as-of for your own diligence. Learn more