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Deep hole on the path
Max drawdown reached -25.3%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 65 months.
Structured Product Series 4 (Foodlink) Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Oaks Asset Management Private Limited
Age: 66 months
Trailing return from filed months
- 1Y
- -1.94%
- 3Y
- -1.87%
- 5Y
- -5.46%
- CAGR
- -5.15%
- Max DD
- -25.26%
- Calmar
- -0.20
- Track
- 66 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)
-4.51%
Rolling CAGR (5Y)
-5.47%
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
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Ugly trailing 12-month prints
Worst rolling year hit -18.8%. The best rolling year was -1.7%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Often below a prior high
Roughly 98% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-25.25%
Annualised Return
-5.15%
Hit Rate
53.03%
Maximum Drawdown
-25.26%
Annualised Volatility
7.44%
Sharpe Ratio
-0.67
Sortino Ratio
-0.40
Consistency Score
53.0%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- -0.96%
- Worst Year Return P
- -18.55%
- Median Annual Return P
- -1.86%
- Average Monthly Return P
- -0.41%
- Geometric Mean Return P
- -0.44%
- Average Drawdown P
- -17.98%
- Median Drawdown P
- -21.26%
- Max Drawdown Duration P
- 65 mo
- Average Drawdown Duration P
- 65 mo
- Return / Max Drawdown P
- -0.20
- Return / Avg Drawdown P
- -0.29
- Ulcer Index P
- 19.89%
- Positive Rolling Periods % P
- 0.00%
- Return Stability Score P
- 46.56
- Return Persistence P
- -0.04
- Worst Rolling 12M Return P
- -18.75%
- Best Rolling 12M Return P
- -1.72%
- Maximum Monthly Loss P
- -17.49%
- Worst 3-Month Period P
- -17.49%
- Worst 6-Month Period P
- -17.91%
- Return Smoothness Index P
- 32.02
- Pain Adjusted Return P
- -0.29%
- Worst Case Investor Entry P
- -18.75%
- Capital Preservation Score P
- 74.74%
- Aggressiveness Score P
- 2.15%
- Recovery Efficiency P
- -0.04
- Downside Volatility R
- 12.55%
- Upside Volatility R
- 0.03%
- Time in Drawdown % R
- 98.48%
- VaR 95% R
- -3.95%
- VaR 99% R
- -5.41%
- CVaR 95% R
- -17.49%
- CVaR 99% R
- -17.49%
- Semi Variance R
- 0.0013
- Volatility of Drawdowns R
- 8.56%
- CAGR per Unit Drawdown R
- -0.20
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -18.55%
- Return Skewness C
- -7.97
- Return Kurtosis C
- 64.27
- Coefficient of Variation C
- -5.18
- Calmar Ratio C
- -0.20
- Sterling Ratio C
- -0.20
- Burke Ratio C
- -0.20
Filings
Month-end SEBI filings. Missing months stay blank.
Structured Product Series 4 (Foodlink) performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Structured Product Series 4 (Foodlink) performed?
- Structured Product Series 4 (Foodlink) (Oaks Asset Management Private Limited) shows CAGR -5.15% and max drawdown -25.26% 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 Structured Product Series 4 (Foodlink) CAGR / max drawdown?
- CAGR is -5.15%; max drawdown is -25.26%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Structured Product Series 4 (Foodlink) 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 Structured Product Series 4 (Foodlink)?
- 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