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Deep hole on the path
Max drawdown reached -25.8%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 15 months.
Maxiom PMS - GEM Quality-Momentum Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Jama Wealth Asset Management Private Limited
Age: 16 months
Trailing return from filed months
- 1Y
- -4.99%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- -16.62%
- Max DD
- -25.82%
- Calmar
- -0.64
- Track
- 16 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
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A lot of bounce, little payoff
Vol ran at +24.5% annualised while Sharpe stayed at -0.62. You sat through noise that barely showed up in the result.
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Ugly trailing 12-month prints
Worst rolling year hit -18.2%. The best rolling year was +13.0%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Wins cluster in fewer months
Hit rate is only +43.8%. Gains arrive in bunches, so long red stretches are part of how this track works.
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Often below a prior high
Roughly 94% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-21.52%
Annualised Return
-16.62%
Hit Rate
43.75%
Maximum Drawdown
-25.82%
Annualised Volatility
24.51%
Sharpe Ratio
-0.62
Sortino Ratio
-0.63
Consistency Score
43.8%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 2.38%
- Worst Year Return P
- -18.24%
- Median Annual Return P
- -6.25%
- Average Monthly Return P
- -1.26%
- Geometric Mean Return P
- -1.50%
- Average Drawdown P
- -13.71%
- Median Drawdown P
- -15.34%
- Max Drawdown Duration P
- 15 mo
- Average Drawdown Duration P
- 15 mo
- Return / Max Drawdown P
- -0.64
- Return / Avg Drawdown P
- -1.21
- Ulcer Index P
- 15.46%
- Positive Rolling Periods % P
- 6.25%
- Return Stability Score P
- 14.13
- Return Persistence P
- 0.22
- Worst Rolling 12M Return P
- -18.24%
- Best Rolling 12M Return P
- 13.03%
- Maximum Monthly Loss P
- -14.52%
- Worst 3-Month Period P
- -24.05%
- Worst 6-Month Period P
- -16.38%
- Return Smoothness Index P
- 11.17
- Pain Adjusted Return P
- -1.21%
- Worst Case Investor Entry P
- -18.24%
- Capital Preservation Score P
- 74.18%
- Aggressiveness Score P
- 7.08%
- Recovery Efficiency P
- -0.51
- Downside Volatility R
- 17.30%
- Upside Volatility R
- 13.57%
- Time in Drawdown % R
- 93.75%
- VaR 95% R
- -12.90%
- VaR 99% R
- -17.72%
- CVaR 95% R
- -13.87%
- CVaR 99% R
- -17.72%
- Semi Variance R
- 0.0025
- Volatility of Drawdowns R
- 7.38%
- CAGR per Unit Drawdown R
- -0.64
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -18.24%
- Return Skewness C
- -0.26
- Return Kurtosis C
- -0.22
- Coefficient of Variation C
- -5.61
- Calmar Ratio C
- -0.64
- Sterling Ratio C
- -0.64
- Burke Ratio C
- -0.64
Filings
Month-end SEBI filings. Missing months stay blank.
Maxiom PMS - GEM Quality-Momentum performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Maxiom PMS - GEM Quality-Momentum performed?
- Maxiom PMS - GEM Quality-Momentum (Jama Wealth Asset Management Private Limited) shows CAGR -16.62% and max drawdown -25.82% 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 Maxiom PMS - GEM Quality-Momentum CAGR / max drawdown?
- CAGR is -16.62%; max drawdown is -25.82%. We only publish CAGR when there are enough months (≥12 on this track of 16 months). Learn more
- Where do Maxiom PMS - GEM Quality-Momentum 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 Maxiom PMS - GEM Quality-Momentum?
- 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