Know Your PMS · Monthly tearsheet
VOYAGER GLOBAL
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_202621 months filedBM: S and P BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
13.99%
Total return
25.75%
Max drawdown
-16.50%
Sharpe
0.63
Sortino
0.66
Calmar
0.85
Win months
57.14%
Best / worst month
21.1% / -10.4%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -3.74% | 7.42% | -10.38% | 21.10% | 8.05% | 3.17% | -1.78% | 4.42% | -6.84% | – | – | – | 19.53% |
2025 | -8.37% | -8.87% | 3.99% | 3.38% | 10.13% | 3.63% | -2.55% | -1.69% | 2.30% | 7.12% | 0.87% | -3.03% | 5.21% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Jun_2025 | 16.50% | 5 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 10.38% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.84% | 1 mo · open |
| Dec_2025 | Jan_2026 | Feb_2026 | 6.66% | 2 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.20% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
25.02%
Downside deviation
21.26%