AB Sustainable Thematic Balanced Portfolio A (ABPAX)
13.04
+0.02
(+0.15%)
USD |
Dec 05 2025
ABPAX Max Drawdown (5Y): 26.21% for Nov. 30, 2025
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Data
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.
Max Drawdown (5Y) Range, Past 5 Years
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Median
Max Drawdown (5Y) Benchmarks
| Calvert Balanced Fund A | 19.95% |
| Eaton Vance Balanced Fund A | 20.00% |
| Saturna Core Fund | 17.05% |
| American Funds American Balanced Fund 529-A | 18.77% |
| Transamerica Multi-Managed Balanced A | 21.07% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -9.217 |
| Beta (5Y) | 0.7492 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 11.70% |
| Historical Sharpe Ratio (5Y) | -0.0117 |
| Historical Sortino (5Y) | -0.0165 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 5.86% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:ABPAX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:ABPAX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |