RupeeCase Education . Systematic Investing . 3 of 3
THREE THINGS WORTH REMEMBERING
The sort order is not neutral.
It is the question you are asking.
01 A 17% fall needs 21% to recover. A 39% fall needs 65%. The ladder out of a drawdown is always steeper than the fall in. Deeper pain costs more than the number suggests.
02 Calmar = CAGR divided by max drawdown. It answers: how much return did each unit of worst-case pain buy? A Calmar of 2.1 means 2.1 rupees of annual return for every rupee of the deepest fall.
03 The best strategy is the one you can hold. A 48% CAGR means nothing if you exit during the 26% drawdown. The strategy that fits your sleep threshold is the one that compounds.
"The factsheet ranks strategies by return. Your portfolio ranks them by the ones you did not quit."
Sort by every metric. Find the one that fits. rupeecase.com/compare