Know Your PMS · Monthly tearsheet
Customised Gold Option A
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 Mar_202316 months filed
CAGR
6.10%
Total return
8.22%
Max drawdown
-4.16%
Sharpe
0.86
Sortino
1.16
Calmar
1.47
Win months
50.00%
Best / worst month
4.7% / -2.4%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -0.45% | -1.23% | 1.57% | – | – | – | – | – | – | – | – | – | -0.13% |
2022 | 0.01% | -0.47% | 2.42% | 0.00% | -1.84% | -2.36% | 4.72% | 1.90% | -2.08% | 2.86% | 3.04% | -1.01% | 7.12% |
2021 | – | – | – | – | – | – | – | – | – | – | – | 1.16% | 1.16% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2022 | Jun_2022 | Jul_2022 | 4.16% | 2 mo |
| Dec_2022 | Feb_2023 | Ongoing | 2.67% | 4 mo · open |
| Sep_2022 | Sep_2022 | Oct_2022 | 2.08% | 1 mo |
| Feb_2022 | Feb_2022 | Mar_2022 | 0.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
6.98%
Downside deviation
5.28%