Strength
Return covers the worst drop
Calmar of 0.87 means annualised return more than clears the deepest peak-to-trough on this track.
Julius Baer India Select Portfolio Performance
MULTI ASSETNiftymulti 1
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Julius Baer Wealth Advisors India Private Limited
Age: 33 months
Trailing return from filed months
- 1Y
- 7.11%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 11.42%
- Max DD
- -13.11%
- Calmar
- 0.87
- Track
- 33 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
Often below a prior high
Roughly 53% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+66.7% of months finished up. Losses exist, but they were not the default month.
Total Return
41.05%
Annualised Return
11.42%
Hit Rate
66.67%
Maximum Drawdown
-13.11%
Annualised Volatility
11.45%
Sharpe Ratio
1.19
Sortino Ratio
0.79
Consistency Score
68.8%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 20.72%
- Worst Year Return P
- 2.81%
- Median Annual Return P
- 13.64%
- Average Monthly Return P
- 1.13%
- Geometric Mean Return P
- 1.08%
- Average Drawdown P
- -2.45%
- Median Drawdown P
- -0.11%
- Max Drawdown Duration P
- 11 mo
- Average Drawdown Duration P
- 5 mo
- Time to Recovery P
- 11 mo
- Return / Max Drawdown P
- 0.87
- Return / Avg Drawdown P
- 5.61
- Ulcer Index P
- 4.33%
- Positive Rolling Periods % P
- 65.63%
- Return Stability Score P
- 30.26
- Return Persistence P
- -0.10
- Worst Rolling 12M Return P
- 2.14%
- Best Rolling 12M Return P
- 32.14%
- Maximum Monthly Loss P
- -9.61%
- Worst 3-Month Period P
- -7.82%
- Worst 6-Month Period P
- -10.87%
- Return Smoothness Index P
- 20.06
- Pain Adjusted Return P
- 5.61%
- Worst Case Investor Entry P
- 2.14%
- Capital Preservation Score P
- 86.89%
- Aggressiveness Score P
- 3.30%
- Recovery Efficiency P
- 0.87
- Downside Volatility R
- 11.42%
- Upside Volatility R
- 5.97%
- Time in Drawdown % R
- 53.13%
- VaR 95% R
- -4.30%
- VaR 99% R
- -6.55%
- CVaR 95% R
- -6.64%
- CVaR 99% R
- -9.61%
- Semi Variance R
- 0.0011
- Volatility of Drawdowns R
- 3.61%
- CAGR per Unit Drawdown R
- 1.05
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 2.81%
- Return Skewness C
- -1.27
- Return Kurtosis C
- 2.85
- Coefficient of Variation C
- 2.91
- Calmar Ratio C
- 0.87
- Sterling Ratio C
- 1.05
- Burke Ratio C
- 0.68
Filings
Month-end SEBI filings. Missing months stay blank.
JULIUS BAER INDIA SELECT PORTFOLIO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has JULIUS BAER INDIA SELECT PORTFOLIO performed?
- JULIUS BAER INDIA SELECT PORTFOLIO (Julius Baer Wealth Advisors India Private Limited) shows CAGR 11.42% and max drawdown -13.11% 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 JULIUS BAER INDIA SELECT PORTFOLIO CAGR / max drawdown?
- CAGR is 11.42%; max drawdown is -13.11%. We only publish CAGR when there are enough months (≥12 on this track of 33 months). Learn more
- Where do JULIUS BAER INDIA SELECT PORTFOLIO 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 JULIUS BAER INDIA SELECT PORTFOLIO?
- 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