Know Your PMS · Monthly tearsheet
WEALTH DOMINION
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 Jun_202654 months filedBM: SPCNX500BM: BenchmarkBM: SandPCNX500BM: S and P CNX 500
CAGR
-7.94%
Total return
-31.08%
Max drawdown
-46.64%
Sharpe
-0.29
Sortino
-0.31
Calmar
-0.17
Win months
53.70%
Best / worst month
8.1% / -24.5%
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 | -3.31% | 0.30% | -5.45% | 6.00% | -1.87% | 2.47% | – | – | – | – | – | – | -2.27% |
2025 | -3.39% | -9.47% | 8.14% | 3.50% | 7.09% | 1.93% | -6.23% | -0.79% | 2.16% | 2.16% | -0.97% | -3.49% | -0.85% |
2024 | 1.89% | 0.29% | -0.97% | 5.30% | – | 6.86% | 4.03% | -2.72% | 1.55% | -3.20% | 2.21% | -3.95% | 11.21% |
2023 | -2.31% | -1.29% | -2.58% | 3.88% | -6.07% | 3.68% | 4.97% | 0.15% | 0.75% | -3.82% | 6.88% | 6.17% | 9.86% |
2022 | 1.40% | -3.45% | 3.90% | -1.02% | -7.90% | -6.29% | 8.05% | 1.91% | -2.63% | 2.16% | 0.59% | -24.48% | -27.70% |
2021 | – | – | – | – | – | – | – | – | – | – | – | -19.49% | -19.49% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2021 | May_2023 | Ongoing | 46.64% | 54 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
20.55%
Downside deviation
25.91%