Know Your PMS · Monthly tearsheet
STREQT
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 Jan_202210 months filed
CAGR
Needs 12 months
Total return
5.02%
Max drawdown
-5.28%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
70.00%
Best / worst month
3.3% / -4.1%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -3.45% | – | – | – | – | – | – | – | – | – | – | – | -3.45% |
2021 | – | – | – | -0.91% | 2.89% | 1.93% | 3.29% | 2.81% | 0.30% | 0.17% | -4.09% | 2.29% | 8.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jan_2022 | Ongoing | 5.28% | 3 mo · open |
| Apr_2021 | Apr_2021 | May_2021 | 0.91% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
1 mo
Ann. volatility
8.69%
Downside deviation
10.86%