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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | May_2023 | 10.87% | 5 mo |
| Feb_2022 | May_2022 | Jul_2022 | 8.70% | 5 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 2.17% | 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%