Strategy performance
WEALTH DOMINION
WAY2WEALTH BROKERS PRIVATE Limited. · AUM Not reported · as of Jun 2026
Our read
Since inception the filed path is −31.1% (−7.9% CAGR), with a max drawdown of −46.6%. Benchmark series for this window is not reported here.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+8.9%
Since inception
−7.9%
Max drawdown
−46.6%
Volatility
+20.7%
Peer position
Loading peer ranks…
Performance
WEALTH DOMINION₹68.9Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.3% | +0.3% | −5.5% | +6.0% | −1.9% | +2.5% | −2.3% | ||||||
| 2025 | −3.4% | −9.5% | +8.1% | +3.5% | +7.1% | +1.9% | −6.2% | −0.8% | +2.2% | +2.2% | −1.0% | −3.5% | −0.8% |
| 2024 | +1.9% | +0.3% | −1.0% | +5.3% | +6.9% | +4.0% | −2.7% | +1.6% | −3.2% | +2.2% | −4.0% | +11.2% | |
| 2023 | −2.3% | −1.3% | −2.6% | +3.9% | −6.1% | +3.7% | +5.0% | +0.1% | +0.8% | −3.8% | +6.9% | +6.2% | +9.9% |
| 2022 | +1.4% | −3.5% | +3.9% | −1.0% | −7.9% | −6.3% | +8.1% | +1.9% | −2.6% | +2.2% | +0.6% | −24.5% | −27.7% |
| 2021 | −19.5% | −19.5% |
Metrics
Tearsheet- 1M return
- +2.5%
- 3M return
- +6.6%
- 6M return
- −2.3%
- 1Y return
- −9.3%
- 2Y CAGR
- −2.7%
- 3Y CAGR
- +8.9%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −7.9%
- Total return
- −31.1%
- Average month
- −0.5%
- Median month
- +0.3%
- Average up month
- +3.5%
- Best month
- +8.1%
- Best rolling 12M
- +36.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jun 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
WEALTH DOMINION performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WEALTH DOMINION performed?
- WEALTH DOMINION (WAY2WEALTH BROKERS PRIVATE Limited.) shows CAGR -7.94% and max drawdown -46.64% 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 DOMINION CAGR / max drawdown?
- CAGR is -7.94%; max drawdown is -46.64%. We only publish CAGR when there are enough months (≥12 on this track of 54 months). Learn more
- Where do WEALTH DOMINION 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 DOMINION?
- 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