Know Your PMS · Monthly tearsheet
Barclays Wealth Dynamic Opportunities Portfolio
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_202668 months filedBM: BSE 500 - TRIBM: BSE500TRIBM: Benchmark
CAGR
8.03%
Total return
54.95%
Max drawdown
-19.78%
Sharpe
0.59
Sortino
0.53
Calmar
0.41
Win months
60.29%
Best / worst month
10.6% / -10.8%
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 | -3.17% | -0.23% | -10.83% | 10.56% | 2.35% | 1.26% | -0.71% | 0.95% | -3.25% | – | – | – | -4.28% |
2025 | -7.53% | -7.67% | 8.20% | 1.81% | 2.78% | 4.17% | -3.60% | -2.28% | 1.03% | 2.73% | -2.31% | -2.02% | -5.77% |
2024 | 3.14% | 3.20% | 2.36% | 4.70% | -2.09% | 5.19% | 2.98% | -0.05% | 2.07% | -2.77% | 1.18% | 0.45% | 21.97% |
2023 | -5.06% | -1.60% | -1.22% | 3.74% | 4.76% | 5.10% | 1.38% | 0.30% | 0.68% | -2.51% | 7.02% | 7.17% | 20.66% |
2022 | 0.32% | -6.11% | 3.41% | -3.34% | -7.07% | -6.94% | 9.05% | 4.81% | -3.70% | 1.66% | 0.30% | -3.64% | -11.95% |
2021 | – | 6.04% | -1.30% | 3.59% | 3.79% | 3.13% | 3.50% | 7.80% | 2.57% | -0.19% | -2.76% | 2.84% | 32.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 19.78% | 24 mo · open |
| Feb_2022 | Mar_2023 | Dec_2023 | 19.00% | 22 mo |
| Oct_2021 | Nov_2021 | Jan_2022 | 2.94% | 3 mo |
| May_2024 | May_2024 | Jun_2024 | 2.09% | 1 mo |
| Mar_2021 | Mar_2021 | Apr_2021 | 1.30% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
14.77%
Downside deviation
15.09%