Know Your PMS · Monthly tearsheet

NORTHERN ARC INCOME BUILDER SERIES B

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 Sep_202649 months filedBM: CRISIL Credit IndexBM: BenchmarkBM: CRISILCreditIndex
Strategy page
CAGR
8.25%
Total return
38.20%
Max drawdown
-1.00%
Sharpe
3.37
Sortino
3.34
Calmar
8.25
Win months
71.43%
Best / worst month
2.7% / -1.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%–––0.00%
2025
-0.13%0.67%1.30%1.03%0.62%0.66%0.70%0.51%2.55%0.03%0.00%0.00%8.20%
2024
0.75%0.93%0.73%0.45%0.86%0.95%1.13%-1.00%2.72%1.49%0.55%0.71%10.73%
2023
0.75%0.67%1.81%0.08%1.14%1.23%1.16%1.07%0.62%0.71%1.04%0.41%11.22%
2022
––––––––0.00%1.31%1.11%1.25%3.71%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Aug_2024Aug_2024Sep_20241.00%1 mo
Jan_2025Jan_2025Feb_20250.13%1 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
22 mo
Longest loss streak
1 mo
Ann. volatility
2.34%
Downside deviation
2.47%