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Deep hole on the path
Max drawdown reached -44.7%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 6 months.
Wealth Spiral ( Dynamic Scheme) 2 Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
WAY2WEALTH BROKERS PRIVATE Limited.
Age: 64 months
Trailing return from filed months
- 1Y
- -17.80%
- 3Y
- Not reported
- 5Y
- Not reported
- CAGR
- 7.57%
- Max DD
- -44.75%
- Calmar
- 0.17
- Track
- 64 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)
15.11%
Rolling CAGR (5Y)
5.52%
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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A lot of bounce, little payoff
Vol ran at +27.9% annualised while Sharpe stayed at -0.83. You sat through noise that barely showed up in the result.
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Calendar year luck is real
Best year hit +68.8%. Worst calendar year was -16.5%. A +85% gap means the year you enter can dominate how the track feels.
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Ugly trailing 12-month prints
Worst rolling year hit -25.7%. The best rolling year was +70.0%, 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
-14.57%
Annualised Return
7.57%
Hit Rate
59.38%
Maximum Drawdown
-44.75%
Annualised Volatility
27.90%
Sharpe Ratio
-0.83
Sortino Ratio
0.36
Consistency Score
28.6%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- 68.84%
- Worst Year Return P
- -16.49%
- Median Annual Return P
- -8.79%
- Average Monthly Return P
- -1.94%
- Geometric Mean Return P
- -2.23%
- Average Drawdown P
- -12.72%
- Median Drawdown P
- -14.37%
- Max Drawdown Duration P
- 6 mo
- Average Drawdown Duration P
- 11 mo
- Return / Max Drawdown P
- 0.17
- Return / Avg Drawdown P
- 0.45
- Ulcer Index P
- 17.61%
- Positive Rolling Periods % P
- 49.06%
- Return Stability Score P
- 12.41
- Return Persistence P
- -0.38
- Worst Rolling 12M Return P
- -25.71%
- Best Rolling 12M Return P
- 70.04%
- Maximum Monthly Loss P
- -15.01%
- Worst 3-Month Period P
- -23.89%
- Worst 6-Month Period P
- -17.52%
- Return Smoothness Index P
- 7.01
- Worst Case Investor Entry P
- -25.71%
- Capital Preservation Score P
- 75.92%
- Aggressiveness Score P
- 8.05%
- Recovery Efficiency P
- 0.09
- Downside Volatility R
- 20.39%
- Upside Volatility R
- 17.07%
- Time in Drawdown % R
- 85.71%
- VaR 95% R
- -15.19%
- VaR 99% R
- -20.68%
- CVaR 95% R
- -15.19%
- CVaR 99% R
- -20.68%
- Semi Variance R
- 0.0035
- Volatility of Drawdowns R
- 7.72%
- CAGR per Unit Drawdown R
- 0.17
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- -0.12
- Return Kurtosis C
- 0.71
- Coefficient of Variation C
- -4.16
- Calmar Ratio C
- 0.17
- Sterling Ratio C
- 0.45
- Burke Ratio C
- 0.15
Filings
Month-end SEBI filings. Missing months stay blank.
WEALTH SPIRAL ( DYNAMIC SCHEME) 2 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WEALTH SPIRAL ( DYNAMIC SCHEME) 2 performed?
- WEALTH SPIRAL ( DYNAMIC SCHEME) 2 (WAY2WEALTH BROKERS PRIVATE Limited.) shows CAGR 7.57% and max drawdown -44.75% 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 SPIRAL ( DYNAMIC SCHEME) 2 CAGR / max drawdown?
- CAGR is 7.57%; max drawdown is -44.75%. We only publish CAGR when there are enough months (≥12 on this track of 64 months). Learn more
- Where do WEALTH SPIRAL ( DYNAMIC SCHEME) 2 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 SPIRAL ( DYNAMIC SCHEME) 2?
- 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