Max Drawdown (5Y) Chart

Historical Max Drawdown (5Y) Data

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Date Value
September 30, 2026 41.65%
August 31, 2026 44.35%
July 31, 2026 47.75%
June 30, 2026 47.75%
May 31, 2026 47.75%
April 30, 2026 50.54%
March 31, 2026 51.12%
February 28, 2026 53.16%
January 31, 2026 59.20%
December 31, 2025 69.44%
November 30, 2025 70.60%
October 31, 2025 80.27%
September 30, 2025 81.11%
August 31, 2025 82.86%
July 31, 2025 82.86%
June 30, 2025 82.86%
May 31, 2025 82.86%
April 30, 2025 82.86%
March 31, 2025 87.33%
February 28, 2025 87.33%
January 31, 2025 87.33%
December 31, 2024 87.33%
November 30, 2024 87.33%
October 31, 2024 87.33%
September 30, 2024 87.33%
Date Value
August 31, 2024 87.33%
July 31, 2024 87.33%
June 30, 2024 87.33%
May 31, 2024 87.33%
April 30, 2024 87.33%
March 31, 2024 87.33%
February 29, 2024 87.33%
January 31, 2024 87.33%
December 31, 2023 87.33%
November 30, 2023 87.33%
October 31, 2023 87.33%
September 30, 2023 87.33%
August 31, 2023 87.33%
July 31, 2023 87.33%
June 30, 2023 87.33%
May 31, 2023 87.33%
April 30, 2023 87.33%
March 31, 2023 87.33%
February 28, 2023 87.33%
January 31, 2023 87.33%
December 31, 2022 87.33%
November 30, 2022 87.33%
October 31, 2022 87.33%
September 30, 2022 87.33%
August 31, 2022 87.33%

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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Maximum
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Average
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Median

Max Drawdown (5Y) Benchmarks

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Phillips Edison & Co., Inc. 23.13%
Kite Realty Group Trust 29.04%
Macerich Co. 84.81%
Realty Income Corp. 34.49%
Regency Centers Corp. 30.07%