Know Your PMS · Monthly tearsheet
NORTHERN ARC INCOME BUILDER SERIES B
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 Sep_202649 months filedBM: CRISIL Credit IndexBM: BenchmarkBM: CRISILCreditIndex
CAGR
8.25%
Total return
38.20%
Max drawdown
-1.00%
Sharpe
3.37
Sortino
3.34
Calmar
8.25
Win months
71.43%
Best / worst month
2.7% / -1.0%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | 0.00% |
2025 | -0.13% | 0.67% | 1.30% | 1.03% | 0.62% | 0.66% | 0.70% | 0.51% | 2.55% | 0.03% | 0.00% | 0.00% | 8.20% |
2024 | 0.75% | 0.93% | 0.73% | 0.45% | 0.86% | 0.95% | 1.13% | -1.00% | 2.72% | 1.49% | 0.55% | 0.71% | 10.73% |
2023 | 0.75% | 0.67% | 1.81% | 0.08% | 1.14% | 1.23% | 1.16% | 1.07% | 0.62% | 0.71% | 1.04% | 0.41% | 11.22% |
2022 | – | – | – | – | – | – | – | – | 0.00% | 1.31% | 1.11% | 1.25% | 3.71% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Aug_2024 | Sep_2024 | 1.00% | 1 mo |
| Jan_2025 | Jan_2025 | Feb_2025 | 0.13% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
22 mo
Longest loss streak
1 mo
Ann. volatility
2.34%
Downside deviation
2.47%