Know Your PMS · Monthly tearsheet
VISION STRATEGY
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_202310 months filed
CAGR
Needs 12 months
Total return
-10.97%
Max drawdown
-17.93%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
40.00%
Best / worst month
4.1% / -5.4%
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 | -2.86% | -5.37% | -3.37% | 4.13% | 3.81% | 0.35% | – | – | – | – | – | – | -3.65% |
2022 | – | – | – | – | – | – | – | – | -2.98% | -0.50% | 0.77% | -5.02% | -7.61% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2022 | Mar_2023 | Ongoing | 17.93% | 10 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
11.11%
Downside deviation
12.86%