Max Drawdown (5Y) Chart

Historical Max Drawdown (5Y) Data

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Date Value
September 30, 2026 25.43%
August 31, 2026 25.43%
July 31, 2026 25.43%
June 30, 2026 25.43%
May 31, 2026 25.43%
April 30, 2026 25.43%
March 31, 2026 26.13%
February 28, 2026 26.13%
January 31, 2026 26.13%
December 31, 2025 26.13%
November 30, 2025 26.13%
October 31, 2025 26.13%
September 30, 2025 26.13%
August 31, 2025 26.13%
July 31, 2025 26.13%
June 30, 2025 26.13%
May 31, 2025 32.84%
April 30, 2025 32.84%
March 31, 2025 32.84%
February 28, 2025 32.84%
January 31, 2025 32.84%
December 31, 2024 32.84%
November 30, 2024 32.84%
October 31, 2024 32.84%
September 30, 2024 32.84%
Date Value
August 31, 2024 32.84%
July 31, 2024 32.84%
June 30, 2024 32.84%
May 31, 2024 32.84%
April 30, 2024 32.84%
March 31, 2024 32.84%
February 29, 2024 32.84%
January 31, 2024 32.84%
December 31, 2023 32.84%
November 30, 2023 32.84%
October 31, 2023 32.84%
September 30, 2023 32.84%
August 31, 2023 32.84%
July 31, 2023 32.84%
June 30, 2023 32.84%
May 31, 2023 32.84%
April 30, 2023 32.84%
March 31, 2023 32.84%
February 28, 2023 32.84%
January 31, 2023 32.84%
December 31, 2022 32.84%
November 30, 2022 32.84%
October 31, 2022 32.84%
September 30, 2022 32.84%
August 31, 2022 32.84%

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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Sanlam Ltd. 59.83%
Discovery Ltd. 52.60%
Old Mutual Ltd. 65.70%
Momentum Group Ltd. --
Chubb Ltd. 19.28%