Know Your PMS · Monthly tearsheet
Optima
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
-3.11%
Total return
-7.34%
Max drawdown
-22.71%
Sharpe
-0.14
Sortino
-0.18
Calmar
-0.14
Win months
55.17%
Best / worst month
7.3% / -11.7%
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 | -2.72% | 0.85% | -11.65% | – | – | – | – | – | – | – | – | – | -13.32% |
2025 | -6.29% | -9.48% | 3.83% | 2.02% | 2.88% | 2.01% | -3.49% | -2.18% | 1.46% | 3.79% | 1.39% | -0.78% | -5.69% |
2024 | -3.13% | 0.45% | -2.13% | 4.74% | 0.76% | 7.27% | 3.14% | -0.75% | -0.62% | -5.38% | 1.57% | -0.26% | 5.13% |
2023 | – | – | – | – | – | – | – | – | – | – | 4.93% | 2.75% | 7.82% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Ongoing | 22.71% | 20 mo · open |
| Jan_2024 | Mar_2024 | May_2024 | 4.77% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
14.44%
Downside deviation
17.57%