Baron Asset Fund R6 (BARUX)

119.72 -1.08 (-0.89%) USD  |  Dec 13 2024
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BARUX Max Drawdown (5Y): 37.42% for Nov. 30, 2024

Max Drawdown (5Y) Chart

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Sep '18
Jan '19
May '19
 
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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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Max Drawdown (5Y) Benchmarks

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Baron Growth Fund R6 41.13%
MFS Mid Cap Growth Fund R4 36.64%
VY Baron Growth Portfolio R6 40.81%
VY T Rowe Price Diversified Mid Cap Gr Port R6 35.92%
Virtus KAR Mid-Cap Core Fund R6 33.91%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -7.525
Beta (5Y) 1.071
Alpha (vs YCharts Benchmark) (5Y) 1.202
Beta (vs YCharts Benchmark) (5Y) 0.7452
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 22.21%
Historical Sharpe Ratio (5Y) 0.3053
Historical Sortino (5Y) 0.3858
Monthly Value at Risk (VaR) 5% (5Y Lookback) 10.01%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:BARUX", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:BARUX", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.