Aristotle Small Cap Equity Fund C (AISBX)
12.01
+0.10
(+0.84%)
USD |
Apr 17 2025
AISBX Max Drawdown (5Y): 42.28% for March 31, 2025
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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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Max Drawdown (5Y) Benchmarks
| Aristotle Small/Mid Cap Equity Fund C | 38.59% |
| Voya Small Company Fund C | 39.54% |
| Virtus Small-Cap Fund C | 36.55% |
| Rydex Russell 2000 Fund C | 40.54% |
| First Trust/Confluence Small Cap Value Fund C | 36.10% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -9.150 |
| Beta (5Y) | 1.051 |
| Alpha (vs YCharts Benchmark) (5Y) | -1.828 |
| Beta (vs YCharts Benchmark) (5Y) | 0.8883 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 18.84% |
| Historical Sharpe Ratio (5Y) | 0.4059 |
| Historical Sortino (5Y) | 0.7384 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 8.47% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:AISBX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:AISBX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |