FindPMS IndiaJulius Baer All Weather Portfolio- Plus
Multi Asset
1 Month
-4.69%
6 Months
+6.62%
1 Year
+2.37%
3 Years
+9.73%
5 Years
-
Since Inception
+11.47%
AUM
₹16 Cr
Risk & Performance (vs NIFTY 500)
Volatility
10.04%
Sharpe Ratio
0.50
Sortino Ratio
0.40
Max Drawdown
-10.58%
Beta
0.66
Alpha
+1.31%
Information Ratio
-0.21
Tracking Error
5.57%
Calmar Ratio
1.14
Up Capture
71.8%
Down Capture
53.7%
Win Rate
76.2%
Best Month
+7.05%
Worst Month
-8.90%