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Home / Product Backtest - Max.Recovery Time / Hist. Max. Recovery Time Exceeding 1 Quarter

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Future Risk may Exceed 3% (2)

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ETFs Composition in the Portfolio

A higher allocation to ETFs in the equity portfolio improves diversification, provides exposure to both domestic and foreign ETFs, and reduces overall risk. However, it may also restrict the potential for achieving higher alpha returns. ETF composition levels range from 0% to 100% by the value of investment.

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The greater the risk associated with a portfolio, the longer the investment horizon needed to buffer against short-term market volatility and harness the potential for superior long-term returns. Similarly, even low-risk portfolios require a minimum of 5 years to accumulate meaningful capital appreciation, given the time needed for growth and compounding effects to manifest.

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A larger portfolio size enhances diversification across multiple companies, industries, asset classes, and securities with diverse characteristics, thereby typically reducing overall risk. The available options for portfolio size selection are 3, 5, 10, 15, 20, 25, 30, 35, 40, 45 and 50 securities.

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Stock Group Titles

Stock group titles available for selection include 14 titles under 'MarketCap', 26 titles under 'Theme', 18 titles under 'MixedSectors', and 18 titles under 'Industry' categories.

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Backtest Results - Sharpe Ratio

The Sharpe Ratio is a quantitative metric used to evaluate risk-adjusted performance. It is frequently employed by investors to assess the efficiency of investment portfolios. A higher Sharpe Ratio signifies superior risk-adjusted returns, indicating that the investment yields greater returns relative to its associated risk.

Note: This information is provided solely as factual data derived from backtested results to facilitate the comparison of different subscription plans. Users are strongly encouraged to exercise extreme caution when utilising this information.

"Backtest results do not indicate future performance or guarantee any future returns, and they should not be interpreted as an endorsement or advertisement."

Sharpe Ratio Illustrations

Hist. Sharpe Ratio above 0.0 (1)
Hist. Sharpe Ratio below 0.0 (1)

Backtest Results - Annualised Returns

These annualised returns represent the average annual portfolio returns based on specific assumptions from the backtesting model. These figures should not be compared to actual past performance in real-world scenarios.

Note: This information is provided solely as factual data derived from backtested results to facilitate the comparison of different subscription plans. Users are strongly encouraged to exercise extreme caution when utilising this information.

"Backtest results do not indicate future performance or guarantee any future returns, and they should not be interpreted as an endorsement or advertisement."

Hist. Annualised Returns Under 10% (2)

Backtest Results - Annualised Risk

Annualised risk measures the volatility of a portfolio's returns, reflecting the level of risk associated with it. A higher annualised risk indicates greater fluctuations in returns, whereas a lower annualised risk signifies more stable performance.

Note: This information is provided solely as factual data derived from backtested results to facilitate the comparison of different subscription plans. Users are strongly encouraged to exercise extreme caution when utilising this information.

"Backtest results do not indicate future performance or guarantee any future returns, and they should not be interpreted as an endorsement or advertisement."

Hist. Annualised Risk Exceeding 0% (2)

Backtest Results - Maximum Drawdown

Maximum drawdown of a portfolio refers to the greatest peak-to-trough decline in the portfolio's value over a specified period. It measures the largest percentage drop from the highest point to the lowest point before a new peak is reached. This metric is crucial for assessing the risk and volatility of an investment, as it provides insight into the potential losses an investor could face during a downturn. Understanding maximum drawdown helps investors gauge the worst-case scenario in terms of capital loss, allowing them to make informed decisions based on their risk tolerance and investment horizon.

Note: This information is provided solely as factual data derived from backtested results to facilitate the comparison of different subscription plans. Users are strongly encouraged to exercise extreme caution when utilising this information.

"Backtest results do not indicate future performance or guarantee any future returns, and they should not be interpreted as an endorsement or advertisement."

Hist. Max. Drawdown Exceeding 0% (2)

Backtest Results - Maximum Recovery Time

The maximum recovery time represents the longest observed period taken by a specific portfolio to fully recover from a substantial decline. This metric serves as a critical indicator for evaluating the patience and resilience necessary for investments, offering valuable insights into potential timeframes for recovery following downturns.

Note: This information is provided solely as factual data derived from backtested results to facilitate the comparison of different subscription plans. Users are strongly encouraged to exercise extreme caution when utilising this information.

"Backtest results do not indicate future performance or guarantee any future returns, and they should not be interpreted as an endorsement or advertisement."

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SEBI Scores Smart ODR

M R Sai Praveen

Securities Market Research Analyst

SEBI Registration: INH000023560

BSE Enlistment: 6787

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