Max Drawdown (5Y) Chart

Historical Max Drawdown (5Y) Data

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Date Value
September 30, 2026 29.62%
August 31, 2026 29.62%
July 31, 2026 29.62%
June 30, 2026 29.62%
May 31, 2026 29.62%
April 30, 2026 29.62%
March 31, 2026 29.62%
February 28, 2026 29.62%
January 31, 2026 31.37%
December 31, 2025 31.72%
November 30, 2025 31.72%
October 31, 2025 31.72%
September 30, 2025 31.72%
August 31, 2025 31.72%
July 31, 2025 31.72%
June 30, 2025 31.72%
May 31, 2025 31.72%
April 30, 2025 31.72%
March 31, 2025 33.09%
February 28, 2025 46.83%
January 31, 2025 46.83%
December 31, 2024 46.83%
November 30, 2024 46.83%
October 31, 2024 46.83%
September 30, 2024 46.83%
Date Value
August 31, 2024 46.83%
July 31, 2024 46.83%
June 30, 2024 46.83%
May 31, 2024 46.83%
April 30, 2024 46.83%
March 31, 2024 46.83%
February 29, 2024 46.83%
January 31, 2024 46.83%
December 31, 2023 46.83%
November 30, 2023 46.83%
October 31, 2023 46.83%
September 30, 2023 46.83%
August 31, 2023 46.83%
July 31, 2023 46.83%
June 30, 2023 46.83%
May 31, 2023 46.83%
April 30, 2023 46.83%
March 31, 2023 46.83%
February 28, 2023 46.83%
January 31, 2023 46.83%
December 31, 2022 46.83%
November 30, 2022 46.83%
October 31, 2022 46.83%
September 30, 2022 46.83%
August 31, 2022 46.83%

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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Costco Wholesale Corp. 31.40%
Dollar Tree, Inc. 64.84%
Ingles Markets, Inc. 39.58%
The Kroger Co. 31.08%
PriceSmart, Inc. 42.92%