Know Your PMS · Monthly tearsheet
Maxiom PMS - GEM Quality-Momentum
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_20264 months filed
CAGR
Needs 12 months
Total return
-7.20%
Max drawdown
-8.58%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
2.5% / -8.6%
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 | 0.01% | 2.54% | -8.58% | – | – | – | – | – | – | – | – | – | -6.25% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -1.02% | -1.02% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Ongoing | 8.58% | 1 mo · open |
| Dec_2025 | Dec_2025 | Feb_2026 | 1.02% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
14.35%
Downside deviation
21.16%