Watch
Often below a prior high
Roughly 67% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Apex Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Jm Financial Limited
Age: 31 months
Trailing return from filed months
- 1Y
- 15.29%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 11.61%
- Max DD
- -21.41%
- Calmar
- 0.54
- Track
- 31 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
35.50%
Annualised Return
11.61%
Hit Rate
64.52%
Maximum Drawdown
-21.41%
Annualised Volatility
18.16%
Sharpe Ratio
0.76
Sortino Ratio
0.59
Consistency Score
66.7%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 22.55%
- Worst Year Return P
- -4.03%
- Median Annual Return P
- 15.20%
- Average Monthly Return P
- 1.15%
- Geometric Mean Return P
- 1.02%
- Average Drawdown P
- -5.67%
- Median Drawdown P
- -4.33%
- Max Drawdown Duration P
- 20 mo
- Average Drawdown Duration P
- 7 mo
- Time to Recovery P
- 20 mo
- Return / Max Drawdown P
- 0.54
- Return / Avg Drawdown P
- 2.28
- Ulcer Index P
- 8.00%
- Positive Rolling Periods % P
- 46.67%
- Return Stability Score P
- 19.08
- Return Persistence P
- 0.05
- Worst Rolling 12M Return P
- -8.19%
- Best Rolling 12M Return P
- 20.92%
- Maximum Monthly Loss P
- -10.99%
- Worst 3-Month Period P
- -18.74%
- Worst 6-Month Period P
- -19.31%
- Return Smoothness Index P
- 13.68
- Pain Adjusted Return P
- 2.28%
- Worst Case Investor Entry P
- -8.19%
- Capital Preservation Score P
- 78.59%
- Aggressiveness Score P
- 5.24%
- Recovery Efficiency P
- 0.33
- Downside Volatility R
- 14.43%
- Upside Volatility R
- 10.69%
- Time in Drawdown % R
- 66.67%
- VaR 95% R
- -7.47%
- VaR 99% R
- -11.04%
- CVaR 95% R
- -10.22%
- CVaR 99% R
- -11.04%
- Semi Variance R
- 0.0017
- Volatility of Drawdowns R
- 5.92%
- CAGR per Unit Drawdown R
- 0.60
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -4.03%
- Return Skewness C
- -0.54
- Return Kurtosis C
- 1.03
- Coefficient of Variation C
- 4.55
- Calmar Ratio C
- 0.54
- Sterling Ratio C
- 0.60
- Burke Ratio C
- 0.54
Filings
Month-end SEBI filings. Missing months stay blank.
Apex performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Apex performed?
- Apex (Jm Financial Limited) shows CAGR 11.61% and max drawdown -21.41% 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 Apex CAGR / max drawdown?
- CAGR is 11.61%; max drawdown is -21.41%. We only publish CAGR when there are enough months (≥12 on this track of 31 months). Learn more
- Where do Apex 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 Apex?
- 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