Know Your PMS · Monthly tearsheet
VSPARTANS ETF PORTFOLIO
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_20266 months filedBM: S and P BSE 500 Total Return IndexBM: BSE500TRI
CAGR
Needs 12 months
Total return
-3.75%
Max drawdown
-6.30%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
40.00%
Best / worst month
2.8% / -5.4%
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 | – | – | – | 0.00% | -0.95% | 0.88% | 2.80% | -0.96% | -5.39% | – | – | – | -3.75% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2026 | Sep_2026 | Ongoing | 6.30% | 2 mo · open |
| May_2026 | May_2026 | Jul_2026 | 0.95% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
8.64%
Downside deviation
11.11%