Max Drawdown (5Y) Chart

Historical Max Drawdown (5Y) Data

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Date Value
September 30, 2026 40.89%
August 31, 2026 40.89%
July 31, 2026 40.89%
June 30, 2026 40.89%
May 31, 2026 40.89%
April 30, 2026 40.89%
March 31, 2026 40.89%
February 28, 2026 40.89%
January 31, 2026 40.89%
December 31, 2025 40.89%
November 30, 2025 40.89%
October 31, 2025 40.89%
September 30, 2025 42.08%
August 31, 2025 44.36%
July 31, 2025 48.96%
June 30, 2025 59.30%
May 31, 2025 59.30%
April 30, 2025 59.30%
March 31, 2025 59.30%
February 28, 2025 65.76%
January 31, 2025 65.76%
December 31, 2024 65.76%
November 30, 2024 65.76%
October 31, 2024 65.76%
September 30, 2024 65.76%
Date Value
August 31, 2024 65.76%
July 31, 2024 65.76%
June 30, 2024 65.76%
May 31, 2024 65.76%
April 30, 2024 65.76%
March 31, 2024 65.76%
February 29, 2024 65.76%
January 31, 2024 65.76%
December 31, 2023 65.76%
November 30, 2023 65.76%
October 31, 2023 65.76%
September 30, 2023 65.76%
August 31, 2023 65.76%
July 31, 2023 65.76%
June 30, 2023 65.76%
May 31, 2023 65.76%
April 30, 2023 65.76%
March 31, 2023 65.76%
February 28, 2023 65.76%
January 31, 2023 65.76%
December 31, 2022 65.76%
November 30, 2022 65.76%
October 31, 2022 65.76%
September 30, 2022 65.76%
August 31, 2022 65.76%

Max Drawdown Definition

Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.

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Max Drawdown (5Y) Range, Past 5 Years

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Minimum
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Maximum
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Average
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Median

Max Drawdown (5Y) Benchmarks

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Primerica, Inc. 36.64%
Oscar Health, Inc. 94.15%
Lincoln National Corp. 73.13%
Unum Group 55.11%
Novus Acquisition & Development Corp. 97.73%