Know Your PMS · Monthly tearsheet
Lighthouse
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 Mar_202629 months filed
CAGR
2.60%
Total return
6.39%
Max drawdown
-21.85%
Sharpe
0.25
Sortino
0.15
Calmar
0.12
Win months
62.07%
Best / worst month
6.2% / -12.1%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -2.67% | -0.73% | -12.05% | – | – | – | – | – | – | – | – | – | -15.02% |
2025 | -2.67% | -8.11% | 6.15% | 2.28% | 0.91% | 2.61% | -3.41% | -0.92% | 0.33% | 3.67% | 1.70% | -0.68% | 1.09% |
2024 | -0.38% | 5.37% | 0.85% | 2.20% | 2.55% | 4.02% | 4.01% | 2.38% | 0.95% | -6.84% | 0.55% | -2.88% | 12.87% |
2023 | – | – | – | – | – | – | – | – | – | – | 4.50% | 5.01% | 9.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 21.85% | 18 mo · open |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.38% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
14.15%
Downside deviation
17.91%