Know Your PMS · Monthly tearsheet
PACE
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 Jan_202210 months filed
CAGR
Needs 12 months
Total return
33.75%
Max drawdown
-3.57%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
80.00%
Best / worst month
7.1% / -3.6%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -1.01% | – | – | – | – | – | – | – | – | – | – | – | -1.01% |
2021 | – | – | – | 3.87% | 5.04% | 3.28% | 6.34% | 7.14% | 2.93% | 3.82% | -3.57% | 2.13% | 35.11% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Nov_2021 | Ongoing | 3.57% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
1 mo
Ann. volatility
10.62%
Downside deviation
9.09%