ALPBX Max Drawdown (5Y) Analysis

ALPS Balanced Opportunity Fund I (ALPBX)

12.49 -0.04 (-0.32%) USD | Dec 13 2024

Max Drawdown (5Y) Chart

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Sep '18

Jan '19

May '19

285.00

270.00

255.00

240.00

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Historical Data

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Max Drawdown Definition

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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

Maximum

Average

Median

Max Drawdown (5Y) Benchmarks

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JNL/WMC Balanced Fund I	25.04%
American Century Balanced Fund I	22.36%
Transamerica Balanced II I3	23.54%
Abraham Fortress Fund I	13.16%
Fidelity Advisor Asset Manager 50% I	21.26%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y

Latest Data Point: =YCP("M:ALPBX", "max_drawdown_5y")

Last 5 Data Points: =YCS("M:ALPBX", "max_drawdown_5y", -4)

To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.