Julius Baer All Weather Portfolio- Core

Multi Asset

Julius Baer Wealth Advisors (India) Private Limited

1 Month

-3.97%

6 Months

+5.72%

1 Year

+2.92%

3 Years

+9.88%

5 Years

+8.48%

Since Inception

+9.10%

AUM

₹2 Cr

Risk & Performance (vs NIFTY 500)

Volatility

8.73%

Sharpe Ratio

0.56

Sortino Ratio

0.43

Max Drawdown

-9.06%

Beta

0.57

Alpha

+1.67%

Information Ratio

-0.21

Tracking Error

6.74%

Calmar Ratio

1.31

Up Capture

66.5%

Down Capture

45.2%

Win Rate

76.2%

Best Month

+5.97%

Worst Month

-7.77%