Julius Baer All Weather Portfolio- Plus

Multi Asset

Julius Baer Wealth Advisors (India) Private Limited

1 Month

+1.02%

6 Months

+1.92%

1 Year

+9.54%

3 Years

+11.98%

5 Years

-

Since Inception

+13.29%

AUM

₹17 Cr

Risk & Performance (vs NIFTY 500)

Volatility

9.67%

Sharpe Ratio

0.72

Sortino Ratio

0.57

Max Drawdown

-10.58%

Beta

0.64

Alpha

+1.82%

Information Ratio

-0.27

Tracking Error

5.59%

Calmar Ratio

1.32

Up Capture

71.8%

Down Capture

50.1%

Win Rate

78.0%

Best Month

+7.05%

Worst Month

-8.90%