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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | May_2023 | 10.35% | 5 mo |
| Feb_2022 | May_2022 | Jul_2022 | 7.96% | 5 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 2.24% | 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%