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A lot of bounce, little payoff
Vol ran at +15.7% annualised while Sharpe stayed at -1.91. You sat through noise that barely showed up in the result.
Wealth Optimiser ( Aggressive Scheme)1 Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
WAY2WEALTH BROKERS PRIVATE Limited.
Age: 64 months
Trailing return from filed months
- 1Y
- -18.70%
- 3Y
- Not reported
- 5Y
- Not reported
- CAGR
- 4.84%
- Max DD
- -22.28%
- Calmar
- 0.22
- Track
- 64 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)
8.55%
Rolling CAGR (5Y)
4.13%
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
Watch
Ugly trailing 12-month prints
Worst rolling year hit -18.7%. The best rolling year was +30.6%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Watch
Often below a prior high
Roughly 86% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-16.75%
Annualised Return
4.84%
Hit Rate
53.13%
Maximum Drawdown
-22.28%
Annualised Volatility
15.72%
Sharpe Ratio
-1.91
Sortino Ratio
0.39
Consistency Score
28.6%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- 19.05%
- Worst Year Return P
- -1.17%
- Median Annual Return P
- 3.13%
- Average Monthly Return P
- -2.50%
- Geometric Mean Return P
- -2.59%
- Average Drawdown P
- -11.78%
- Median Drawdown P
- -14.26%
- Max Drawdown Duration P
- 6 mo
- Average Drawdown Duration P
- 7 mo
- Return / Max Drawdown P
- 0.22
- Return / Avg Drawdown P
- 0.70
- Ulcer Index P
- 7.71%
- Positive Rolling Periods % P
- 64.15%
- Return Stability Score P
- 22.04
- Return Persistence P
- -0.37
- Worst Rolling 12M Return P
- -18.70%
- Best Rolling 12M Return P
- 30.63%
- Maximum Monthly Loss P
- -8.40%
- Worst 3-Month Period P
- -18.03%
- Worst 6-Month Period P
- -17.91%
- Return Smoothness Index P
- 12.77
- Worst Case Investor Entry P
- -18.70%
- Capital Preservation Score P
- 81.61%
- Aggressiveness Score P
- 4.54%
- Recovery Efficiency P
- 0.12
- Downside Volatility R
- 10.06%
- Upside Volatility R
- 7.81%
- Time in Drawdown % R
- 85.71%
- VaR 95% R
- -9.96%
- VaR 99% R
- -13.05%
- CVaR 95% R
- -9.96%
- CVaR 99% R
- -13.05%
- Semi Variance R
- 0.0008
- Volatility of Drawdowns R
- 6.79%
- CAGR per Unit Drawdown R
- 0.22
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 0.42
- Return Kurtosis C
- -0.83
- Coefficient of Variation C
- -1.82
- Calmar Ratio C
- 0.22
- Sterling Ratio C
- 0.70
- Burke Ratio C
- 0.18
Filings
Month-end SEBI filings. Missing months stay blank.
WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 performed?
- WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 (WAY2WEALTH BROKERS PRIVATE Limited.) shows CAGR 4.84% and max drawdown -22.28% 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 WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 CAGR / max drawdown?
- CAGR is 4.84%; max drawdown is -22.28%. We only publish CAGR when there are enough months (≥12 on this track of 64 months). Learn more
- Where do WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 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 WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1?
- 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