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Deep hole on the path
Max drawdown reached -32.0%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 35 months.
Custom Portfolio 3 Performance
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Capitalmind Financial Services Private Limited
Age: 60 months
Trailing return from filed months
- 1Y
- 6.46%
- 3Y
- -5.71%
- 5Y
- 5.93%
- CAGR
- 5.93%
- Max DD
- -32.03%
- Calmar
- 0.19
- Track
- 60 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)
-0.12%
Rolling CAGR (5Y)
5.93%
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 +26.0% annualised while Sharpe stayed at 0.34. You sat through noise that barely showed up in the result.
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Calendar year luck is real
Best year hit +54.0%. Worst calendar year was -27.6%. A +82% 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 -29.3%. The best rolling year was +54.0%, 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 67% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
33.36%
Annualised Return
5.93%
Hit Rate
83.33%
Maximum Drawdown
-32.03%
Annualised Volatility
26.01%
Sharpe Ratio
0.34
Sortino Ratio
0.14
Consistency Score
83.3%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 53.97%
- Worst Year Return P
- -27.56%
- Median Annual Return P
- 5.04%
- Average Monthly Return P
- 0.74%
- Geometric Mean Return P
- 0.48%
- Average Drawdown P
- -13.96%
- Median Drawdown P
- -17.58%
- Max Drawdown Duration P
- 35 mo
- Average Drawdown Duration P
- 8 mo
- Return / Max Drawdown P
- 0.19
- Return / Avg Drawdown P
- 0.42
- Ulcer Index P
- 18.64%
- Positive Rolling Periods % P
- 61.67%
- Return Stability Score P
- 13.32
- Return Persistence P
- -0.02
- Worst Rolling 12M Return P
- -29.33%
- Best Rolling 12M Return P
- 53.97%
- Maximum Monthly Loss P
- -32.03%
- Worst 3-Month Period P
- -31.48%
- Worst 6-Month Period P
- -30.41%
- Return Smoothness Index P
- 9.27
- Pain Adjusted Return P
- 0.42%
- Worst Case Investor Entry P
- -29.33%
- Capital Preservation Score P
- 67.97%
- Aggressiveness Score P
- 7.51%
- Recovery Efficiency P
- 0.06
- Downside Volatility R
- 41.62%
- Upside Volatility R
- 23.27%
- Time in Drawdown % R
- 66.67%
- VaR 95% R
- -11.61%
- VaR 99% R
- -16.73%
- CVaR 95% R
- -32.03%
- CVaR 99% R
- -32.03%
- Semi Variance R
- 0.0144
- Volatility of Drawdowns R
- 12.46%
- CAGR per Unit Drawdown R
- 0.19
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -27.56%
- Return Skewness C
- 2.93
- Return Kurtosis C
- 33.26
- Coefficient of Variation C
- 10.17
- Calmar Ratio C
- 0.19
- Sterling Ratio C
- 0.19
- Burke Ratio C
- 0.19
Filings
Month-end SEBI filings. Missing months stay blank.
Custom Portfolio 3 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Custom Portfolio 3 performed?
- Custom Portfolio 3 (Capitalmind Financial Services Private Limited) shows CAGR 5.93% and max drawdown -32.03% 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 Custom Portfolio 3 CAGR / max drawdown?
- CAGR is 5.93%; max drawdown is -32.03%. We only publish CAGR when there are enough months (≥12 on this track of 60 months). Learn more
- Where do Custom Portfolio 3 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 Custom Portfolio 3?
- 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