Virtus Income & Growth Fund Inst (AZNIX)
12.53
+0.05
(+0.40%)
USD |
Jan 09 2026
AZNIX Max Drawdown (5Y): 23.89% for Dec. 31, 2025
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
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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
| Vanguard Wellington Fund Admiral | 20.83% |
| Vanguard Balanced Index Fund Institutional | 21.52% |
| Columbia Balanced Fund I | 20.91% |
| Fidelity Advisor Balanced Fd Z | 22.85% |
| T Rowe Price Balanced Fund I | 23.29% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -4.894 |
| Beta (5Y) | 0.6784 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 10.82% |
| Historical Sharpe Ratio (5Y) | 0.2499 |
| Historical Sortino (5Y) | 0.3554 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 5.35% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:AZNIX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:AZNIX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |