Aristotle Small/Mid Cap Equity Fund C (AISHX)
5.63
-0.01
(-0.18%)
USD |
May 09 2025
AISHX Max Drawdown (5Y): 31.71% for April 30, 2025
View 4,000+ Financial Data Types:
Add
Browse
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
--
Minimum
--
Maximum
--
Average
--
Median
Max Drawdown (5Y) Benchmarks
| Aristotle Small Cap Equity Fund C | 33.55% |
| Nuveen Small/Mid Cap Value Fund C | 34.10% |
| JPMorgan Small Cap Equity Fund C | 26.79% |
| Virtus Small-Cap Fund C | 30.36% |
| Macquarie Smid Cap Core Fund C | 28.17% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -8.018 |
| Beta (5Y) | 1.016 |
| Alpha (vs YCharts Benchmark) (5Y) | -1.023 |
| Beta (vs YCharts Benchmark) (5Y) | 0.8533 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 17.97% |
| Historical Sharpe Ratio (5Y) | 0.2852 |
| Historical Sortino (5Y) | 0.4938 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 8.38% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:AISHX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:AISHX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |