Know Your PMS · Monthly tearsheet

WHITE TRUFFLE 3

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_202318 months filed
Strategy page
CAGR
22.02%
Total return
34.79%
Max drawdown
-10.35%
Sharpe
1.21
Sortino
1.61
Calmar
2.13
Win months
61.11%
Best / worst month
9.7% / -7.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2023
-2.50%-2.68%-3.64%9.27%4.57%6.43%9.19%–––––21.41%
2022
–-7.00%1.57%2.50%-4.94%2.10%9.69%4.42%-2.24%1.72%5.79%-1.95%11.02%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Dec_2022Mar_2023May_202310.35%5 mo
Feb_2022May_2022Jul_20227.96%5 mo
Sep_2022Sep_2022Nov_20222.24%2 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
17.26%
Downside deviation
13.66%