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Deep hole on the path
Max drawdown reached -59.8%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 19 months.
R Wadiwala Ethical Portfolio - PMS-Ethical PMS Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
R. WADIWALA SECURITIES PRIVATE LIMITED
Age: 24 months
Trailing return from filed months
- 1Y
- -8.77%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- -32.21%
- Max DD
- -59.81%
- Calmar
- -0.54
- Track
- 24 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
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A lot of bounce, little payoff
Vol ran at +21.3% annualised while Sharpe stayed at -0.40. You sat through noise that barely showed up in the result.
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Ugly trailing 12-month prints
Worst rolling year hit -16.6%. The best rolling year was +6.8%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Wins cluster in fewer months
Hit rate is only +45.8%. Gains arrive in bunches, so long red stretches are part of how this track works.
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Often below a prior high
Roughly 95% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-16.25%
Annualised Return
-32.21%
Hit Rate
45.83%
Maximum Drawdown
-59.81%
Annualised Volatility
21.29%
Sharpe Ratio
-0.40
Sortino Ratio
-0.53
Consistency Score
45.0%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- -0.95%
- Worst Year Return P
- -8.95%
- Median Annual Return P
- -7.13%
- Average Monthly Return P
- -0.70%
- Geometric Mean Return P
- -0.88%
- Average Drawdown P
- -9.51%
- Median Drawdown P
- -9.17%
- Max Drawdown Duration P
- 19 mo
- Average Drawdown Duration P
- 24 mo
- Return / Max Drawdown P
- -0.54
- Return / Avg Drawdown P
- -1.06
- Ulcer Index P
- 51.32%
- Positive Rolling Periods % P
- 5.00%
- Return Stability Score P
- 16.27
- Return Persistence P
- -0.31
- Worst Rolling 12M Return P
- -16.58%
- Best Rolling 12M Return P
- 6.77%
- Maximum Monthly Loss P
- -12.10%
- Worst 3-Month Period P
- -17.71%
- Worst 6-Month Period P
- -16.18%
- Return Smoothness Index P
- 9.98
- Pain Adjusted Return P
- -1.06%
- Worst Case Investor Entry P
- -16.58%
- Capital Preservation Score P
- 78.10%
- Aggressiveness Score P
- 6.15%
- Recovery Efficiency P
- -0.27
- Downside Volatility R
- 14.85%
- Upside Volatility R
- 13.76%
- Time in Drawdown % R
- 95.00%
- VaR 95% R
- -10.81%
- VaR 99% R
- -15.00%
- CVaR 95% R
- -11.77%
- CVaR 99% R
- -15.00%
- Semi Variance R
- 0.0018
- Volatility of Drawdowns R
- 5.10%
- CAGR per Unit Drawdown R
- -0.46
- Equity Curve Convexity R
- -0.02
- Return During Worst Market Year R
- -8.95%
- Return Skewness C
- 0.00
- Return Kurtosis C
- 0.18
- Coefficient of Variation C
- -8.77
- Calmar Ratio C
- -0.54
- Sterling Ratio C
- -0.46
- Burke Ratio C
- -0.54
Filings
Month-end SEBI filings. Missing months stay blank.
R Wadiwala Ethical Portfolio - PMS-Ethical PMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has R Wadiwala Ethical Portfolio - PMS-Ethical PMS performed?
- R Wadiwala Ethical Portfolio - PMS-Ethical PMS (R. WADIWALA SECURITIES PRIVATE LIMITED) shows CAGR -32.21% and max drawdown -59.81% 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 R Wadiwala Ethical Portfolio - PMS-Ethical PMS CAGR / max drawdown?
- CAGR is -32.21%; max drawdown is -59.81%. We only publish CAGR when there are enough months (≥12 on this track of 24 months). Learn more
- Where do R Wadiwala Ethical Portfolio - PMS-Ethical PMS 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 R Wadiwala Ethical Portfolio - PMS-Ethical PMS?
- 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