Julius Baer All Weather Portfolio- Core

Multi Asset

Julius Baer Wealth Advisors (India) Private Limited

1 Month

+0.68%

6 Months

+1.53%

1 Year

+9.47%

3 Years

+11.86%

5 Years

+9.51%

Since Inception

+10.05%

AUM

₹2 Cr

Risk & Performance (vs NIFTY 500)

Volatility

8.40%

Sharpe Ratio

0.78

Sortino Ratio

0.59

Max Drawdown

-9.06%

Beta

0.56

Alpha

+2.05%

Information Ratio

-0.30

Tracking Error

6.74%

Calmar Ratio

1.49

Up Capture

66.5%

Down Capture

42.1%

Win Rate

78.0%

Best Month

+5.97%

Worst Month

-7.77%