Know Your PMS · Monthly tearsheet
TRUFFLE INVESTMENT 4
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 Jul_20226 months filed
CAGR
Needs 12 months
Total return
-5.93%
Max drawdown
-12.93%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
8.0% / -8.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | – | -8.54% | 1.63% | 0.15% | -5.18% | -1.36% | 8.04% | – | – | – | – | – | -5.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2022 | Jun_2022 | Ongoing | 12.93% | 6 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
18.13%
Downside deviation
20.16%