Know Your PMS · Monthly tearsheet

WHITE TRUFFLE 7

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
22.49%
Total return
35.57%
Max drawdown
-9.34%
Sharpe
1.19
Sortino
1.61
Calmar
2.41
Win months
61.11%
Best / worst month
10.3% / -7.6%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2023
-1.93%-2.22%-3.69%9.61%5.29%6.35%10.34%–––––25.07%
2022
–-7.58%1.48%2.28%-4.96%0.59%9.93%5.73%-2.61%1.50%4.80%-1.84%8.39%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Dec_2022Mar_2023May_20239.34%5 mo
Feb_2022May_2022Jul_20228.83%5 mo
Sep_2022Sep_2022Nov_20222.61%2 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
18.00%
Downside deviation
14.01%