Watch
Often below a prior high
Roughly 56% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Julius Baer Premier Focused Portfolio Performance
EQUITYBSE 500
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: 42 months
Trailing return from filed months
- 1Y
- 6.10%
- 3Y
- 11.04%
- 5Y
- Needs 60 months
- CAGR
- 13.65%
- Max DD
- -20.06%
- Calmar
- 0.68
- Track
- 42 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.
Rolling CAGR (3Y)
13.63%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Green months were normal
+69.0% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 71%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
65.03%
Annualised Return
13.65%
Hit Rate
69.05%
Maximum Drawdown
-20.06%
Annualised Volatility
15.23%
Sharpe Ratio
1.04
Sortino Ratio
0.72
Consistency Score
70.7%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 25.11%
- Worst Year Return P
- 3.86%
- Median Annual Return P
- 12.78%
- Average Monthly Return P
- 1.33%
- Geometric Mean Return P
- 1.23%
- Average Drawdown P
- -3.81%
- Median Drawdown P
- -0.34%
- Max Drawdown Duration P
- 21 mo
- Average Drawdown Duration P
- 6 mo
- Time to Recovery P
- 21 mo
- Return / Max Drawdown P
- 0.68
- Return / Avg Drawdown P
- 4.14
- Ulcer Index P
- 6.35%
- Positive Rolling Periods % P
- 65.85%
- Return Stability Score P
- 22.75
- Return Persistence P
- -0.11
- Worst Rolling 12M Return P
- -7.59%
- Best Rolling 12M Return P
- 44.60%
- Maximum Monthly Loss P
- -12.33%
- Worst 3-Month Period P
- -13.39%
- Worst 6-Month Period P
- -17.53%
- Return Smoothness Index P
- 15.07
- Pain Adjusted Return P
- 4.14%
- Worst Case Investor Entry P
- -7.59%
- Capital Preservation Score P
- 79.94%
- Aggressiveness Score P
- 4.40%
- Recovery Efficiency P
- 0.39
- Downside Volatility R
- 13.59%
- Upside Volatility R
- 8.54%
- Time in Drawdown % R
- 56.10%
- VaR 95% R
- -5.90%
- VaR 99% R
- -8.90%
- CVaR 95% R
- -8.44%
- CVaR 99% R
- -12.33%
- Semi Variance R
- 0.0015
- Volatility of Drawdowns R
- 5.17%
- CAGR per Unit Drawdown R
- 0.79
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 3.86%
- Return Skewness C
- -0.94
- Return Kurtosis C
- 1.67
- Coefficient of Variation C
- 3.32
- Calmar Ratio C
- 0.68
- Sterling Ratio C
- 0.79
- Burke Ratio C
- 0.65
Filings
Month-end SEBI filings. Missing months stay blank.
JULIUS BAER PREMIER FOCUSED PORTFOLIO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has JULIUS BAER PREMIER FOCUSED PORTFOLIO performed?
- JULIUS BAER PREMIER FOCUSED PORTFOLIO (Julius Baer Wealth Advisors India Private Limited) shows CAGR 13.65% and max drawdown -20.06% 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 PREMIER FOCUSED PORTFOLIO CAGR / max drawdown?
- CAGR is 13.65%; max drawdown is -20.06%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do JULIUS BAER PREMIER FOCUSED 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 PREMIER FOCUSED 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