Aristotle Small Cap Equity Fund I-2 (AIBBX)
16.16
+0.10
(+0.62%)
USD |
Feb 26 2026
AIBBX Max Drawdown (5Y): 24.37% for Jan. 31, 2026
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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Minimum
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Maximum
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Average
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Median
Max Drawdown (5Y) Benchmarks
| Madison Small Cap Fund Y | 32.24% |
| JPMorgan US Small Company Fund I | 28.29% |
| SouthernSun Small Cap Fund I | 30.07% |
| T Rowe Price Small-Cap Index Fund Z | 31.88% |
| Nomura Smid Cap Core Fund Inst | 25.18% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -9.153 |
| Beta (5Y) | 0.9538 |
| Alpha (vs YCharts Benchmark) (5Y) | -0.4037 |
| Beta (vs YCharts Benchmark) (5Y) | 0.8407 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 16.38% |
| Historical Sharpe Ratio (5Y) | 0.1229 |
| Historical Sortino (5Y) | 0.2157 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 7.51% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:AIBBX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:AIBBX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |