Watch
Ugly trailing 12-month prints
Worst rolling year hit -19.1%. The best rolling year was +54.1%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
QED Capital Core-equity Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Qed Capital Advisors LLP
Age: 50 months
Trailing return from filed months
- 1Y
- -7.49%
- 3Y
- 4.64%
- 5Y
- Needs 60 months
- CAGR
- 5.94%
- Max DD
- -24.09%
- Calmar
- 0.25
- Track
- 50 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.
Rolling CAGR (3Y)
11.09%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Watch
Often below a prior high
Roughly 71% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
38.02%
Annualised Return
5.94%
Hit Rate
54.00%
Maximum Drawdown
-24.09%
Annualised Volatility
14.14%
Sharpe Ratio
0.63
Sortino Ratio
0.41
Consistency Score
55.1%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 24.38%
- Worst Year Return P
- -6.60%
- Median Annual Return P
- 2.93%
- Average Monthly Return P
- 0.74%
- Geometric Mean Return P
- 0.66%
- Average Drawdown P
- -8.86%
- Median Drawdown P
- -7.77%
- Max Drawdown Duration P
- 25 mo
- Average Drawdown Duration P
- 6 mo
- Return / Max Drawdown P
- 0.25
- Return / Avg Drawdown P
- 0.93
- Ulcer Index P
- 12.49%
- Positive Rolling Periods % P
- 53.06%
- Return Stability Score P
- 24.50
- Return Persistence P
- 0.19
- Worst Rolling 12M Return P
- -19.06%
- Best Rolling 12M Return P
- 54.06%
- Maximum Monthly Loss P
- -11.23%
- Worst 3-Month Period P
- -13.80%
- Worst 6-Month Period P
- -20.67%
- Return Smoothness Index P
- 19.07
- Pain Adjusted Return P
- 0.93%
- Worst Case Investor Entry P
- -19.06%
- Capital Preservation Score P
- 77.96%
- Aggressiveness Score P
- 4.08%
- Recovery Efficiency P
- 0.11
- Downside Volatility R
- 10.09%
- Upside Volatility R
- 8.88%
- Time in Drawdown % R
- 71.43%
- VaR 95% R
- -5.97%
- VaR 99% R
- -8.75%
- CVaR 95% R
- -10.73%
- CVaR 99% R
- -10.73%
- Semi Variance R
- 0.0008
- Volatility of Drawdowns R
- 8.39%
- CAGR per Unit Drawdown R
- 0.37
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -6.60%
- Return Skewness C
- -0.39
- Return Kurtosis C
- 1.55
- Coefficient of Variation C
- 5.50
- Calmar Ratio C
- 0.25
- Sterling Ratio C
- 0.37
- Burke Ratio C
- 0.23
Filings
Month-end SEBI filings. Missing months stay blank.
QED CAPITAL CORE-EQUITY performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has QED CAPITAL CORE-EQUITY performed?
- QED CAPITAL CORE-EQUITY (Qed Capital Advisors LLP) shows CAGR 5.94% and max drawdown -24.09% 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 QED CAPITAL CORE-EQUITY CAGR / max drawdown?
- CAGR is 5.94%; max drawdown is -24.09%. We only publish CAGR when there are enough months (≥12 on this track of 50 months). Learn more
- Where do QED CAPITAL CORE-EQUITY 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 QED CAPITAL CORE-EQUITY?
- 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