Strength
Shallow peak-to-trough
Worst drop was -0.3%. Typical drawdowns ran nearer -0.3%. Milder than most equity PMS paths on file.
Indiabulls High Yield Strategy - I Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Indiabulls Investment Management Limited
Age: 27 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- -0.13%
- Max DD
- -0.30%
- Calmar
- -0.43
- Track
- 27 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Watch
Wins cluster in fewer months
Hit rate is only +3.7%. Gains arrive in bunches, so long red stretches are part of how this track works.
Watch
Often below a prior high
Roughly 96% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-0.29%
Annualised Return
-0.13%
Hit Rate
3.70%
Maximum Drawdown
-0.30%
Annualised Volatility
0.20%
Sharpe Ratio
-0.66
Sortino Ratio
-0.12
Consistency Score
3.7%
PPerformance(30)RRisk(12)CConsistency(9)
- Best Year Return P
- 0.01%
- Worst Year Return P
- -0.30%
- Median Annual Return P
- 0.00%
- Average Monthly Return P
- -0.01%
- Geometric Mean Return P
- -0.01%
- Average Drawdown P
- -0.29%
- Median Drawdown P
- -0.30%
- Max Drawdown Duration P
- 26 mo
- Average Drawdown Duration P
- 26 mo
- Return / Max Drawdown P
- -0.43
- Return / Avg Drawdown P
- -0.45
- Ulcer Index P
- 0.29%
- Positive Rolling Periods % P
- 0.00%
- Return Stability Score P
- 1728.87
- Return Persistence P
- -0.07
- Worst Rolling 12M Return P
- -0.30%
- Best Rolling 12M Return P
- 0.00%
- Maximum Monthly Loss P
- -0.30%
- Worst 3-Month Period P
- -0.30%
- Worst 6-Month Period P
- -0.30%
- Return Smoothness Index P
- 1159.05
- Pain Adjusted Return P
- -0.45%
- Worst Case Investor Entry P
- -0.30%
- Capital Preservation Score P
- 99.70%
- Aggressiveness Score P
- 0.06%
- Recovery Efficiency P
- -0.20
- Downside Volatility R
- 1.04%
- Time in Drawdown % R
- 96.30%
- VaR 95% R
- -0.11%
- VaR 99% R
- -0.15%
- CVaR 95% R
- -0.30%
- CVaR 99% R
- -0.30%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.06%
- CAGR per Unit Drawdown R
- -0.43
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -0.30%
- Return Skewness C
- -5.19
- Return Kurtosis C
- 26.93
- Coefficient of Variation C
- -5.39
- Calmar Ratio C
- -0.43
- Sterling Ratio C
- -0.43
- Burke Ratio C
- -0.43
Filings
Month-end SEBI filings. Missing months stay blank.
Indiabulls High Yield Strategy - I performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Indiabulls High Yield Strategy - I performed?
- Indiabulls High Yield Strategy - I (Indiabulls Investment Management Limited) shows CAGR -0.13% and max drawdown -0.30% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Indiabulls High Yield Strategy - I CAGR / max drawdown?
- CAGR is -0.13%; max drawdown is -0.30%. We only publish CAGR when there are enough months (≥12 on this track of 27 months). Learn more
- Where do Indiabulls High Yield Strategy - I returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Indiabulls High Yield Strategy - I?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more