Know Your PMS · Monthly tearsheet
Agile Plus AB
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 Jun_202324 months filed
CAGR
5.22%
Total return
10.72%
Max drawdown
-20.59%
Sharpe
0.33
Sortino
0.28
Calmar
0.25
Win months
45.83%
Best / worst month
12.4% / -13.1%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -5.65% | -0.51% | -3.62% | 11.12% | 8.08% | -0.01% | – | – | – | – | – | – | 8.64% |
2022 | 3.15% | -5.08% | 8.56% | -0.08% | -13.13% | -2.95% | 12.40% | -2.71% | -5.71% | 1.66% | 1.78% | -2.34% | -6.71% |
2021 | – | – | – | – | – | – | 10.20% | 2.11% | 2.87% | -5.05% | -6.84% | 6.69% | 9.24% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Apr_2022 | Mar_2023 | Ongoing | 20.59% | 15 mo · open |
| Oct_2021 | Nov_2021 | Mar_2022 | 11.54% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
21.84%
Downside deviation
18.48%