Know Your PMS · Monthly tearsheet

WHITE TRUFFLE 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_202318 months filed
Strategy page
CAGR
21.71%
Total return
34.27%
Max drawdown
-10.87%
Sharpe
1.16
Sortino
1.53
Calmar
2.00
Win months
61.11%
Best / worst month
10.0% / -7.2%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2023
-2.21%-2.91%-4.06%9.66%4.71%6.59%9.59%–––––22.18%
2022
–-7.19%1.12%2.50%-5.09%1.68%10.02%5.09%-2.17%1.43%5.45%-2.15%9.90%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Dec_2022Mar_2023May_202310.87%5 mo
Feb_2022May_2022Jul_20228.70%5 mo
Sep_2022Sep_2022Nov_20222.17%2 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
17.87%
Downside deviation
14.15%