Know Your PMS · Monthly tearsheet
EMKAY PEARLS NRI
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 Dec_202319 months filed
CAGR
16.67%
Total return
27.64%
Max drawdown
-11.25%
Sharpe
1.02
Sortino
1.29
Calmar
1.48
Win months
63.16%
Best / worst month
14.1% / -6.7%
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 | -4.56% | -2.15% | -3.76% | – | 7.07% | 4.11% | – | 2.62% | – | -3.04% | 5.53% | 3.57% | 8.95% |
2022 | – | – | 2.58% | 2.22% | -6.71% | -1.34% | 14.06% | 3.06% | 1.40% | 0.74% | 2.37% | -1.25% | 17.15% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | Aug_2023 | 11.25% | 6 mo |
| May_2022 | Jun_2022 | Jul_2022 | 7.96% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.04% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
15.97%
Downside deviation
12.91%