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Deep hole on the path
Max drawdown reached -46.6%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 6 months.
Wealth Dominion Performance
EQUITYSpcnx 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
WAY2WEALTH BROKERS PRIVATE Limited.
Age: 54 months
Trailing return from filed months
- 1Y
- -9.31%
- 3Y
- Not reported
- 5Y
- Needs 60 months
- CAGR
- -7.94%
- Max DD
- -46.64%
- Calmar
- -0.17
- Track
- 54 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.
Rolling CAGR (3Y)
-0.36%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
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Ugly trailing 12-month prints
Worst rolling year hit -33.2%. The best rolling year was +36.9%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Often below a prior high
Roughly 86% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-5.68%
Annualised Return
-7.94%
Hit Rate
53.70%
Maximum Drawdown
-46.64%
Annualised Volatility
13.74%
Sharpe Ratio
-0.67
Sortino Ratio
-0.31
Consistency Score
42.9%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- 9.86%
- Worst Year Return P
- -27.70%
- Median Annual Return P
- -0.85%
- Average Monthly Return P
- -0.76%
- Geometric Mean Return P
- -0.83%
- Average Drawdown P
- -3.48%
- Median Drawdown P
- -3.02%
- Max Drawdown Duration P
- 6 mo
- Average Drawdown Duration P
- 54 mo
- Return / Max Drawdown P
- -0.17
- Return / Avg Drawdown P
- -0.25
- Ulcer Index P
- 32.23%
- Positive Rolling Periods % P
- 44.19%
- Return Stability Score P
- 25.21
- Return Persistence P
- -0.50
- Worst Rolling 12M Return P
- -33.22%
- Best Rolling 12M Return P
- 36.93%
- Maximum Monthly Loss P
- -5.45%
- Worst 3-Month Period P
- -8.31%
- Worst 6-Month Period P
- -7.95%
- Return Smoothness Index P
- 14.08
- Worst Case Investor Entry P
- -33.22%
- Capital Preservation Score P
- 88.49%
- Aggressiveness Score P
- 3.97%
- Recovery Efficiency P
- -0.04
- Downside Volatility R
- 5.10%
- Upside Volatility R
- 9.97%
- Time in Drawdown % R
- 85.71%
- VaR 95% R
- -7.29%
- VaR 99% R
- -9.99%
- CVaR 95% R
- -7.29%
- CVaR 99% R
- -9.99%
- Semi Variance R
- 0.0002
- Volatility of Drawdowns R
- 2.55%
- CAGR per Unit Drawdown R
- -0.17
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 0.76
- Return Kurtosis C
- -0.15
- Coefficient of Variation C
- -5.19
- Calmar Ratio C
- -0.17
- Sterling Ratio C
- -0.25
- Burke Ratio C
- -0.17
Filings
Month-end SEBI filings. Missing months stay blank.
WEALTH DOMINION performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WEALTH DOMINION performed?
- WEALTH DOMINION (WAY2WEALTH BROKERS PRIVATE Limited.) shows CAGR -7.94% and max drawdown -46.64% 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 WEALTH DOMINION CAGR / max drawdown?
- CAGR is -7.94%; max drawdown is -46.64%. We only publish CAGR when there are enough months (≥12 on this track of 54 months). Learn more
- Where do WEALTH DOMINION 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 WEALTH DOMINION?
- 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