Barrett Growth Fund Rtl (BGRWX)
27.26
-0.10
(-0.37%)
USD |
May 09 2025
BGRWX Max Drawdown (5Y): 29.69% for April 30, 2025
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Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
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270.00
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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
| Monetta Fund | 32.99% |
| Touchstone Dynamic Large Cap Gr Fd Y | 31.44% |
| Reynolds Blue Chip Growth Fund | 34.10% |
| Chesapeake Growth Fund | 33.24% |
| Investment House Growth Fund | 40.66% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -1.886 |
| Beta (5Y) | 1.041 |
| Alpha (vs YCharts Benchmark) (5Y) | -0.9225 |
| Beta (vs YCharts Benchmark) (5Y) | 0.8594 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 16.37% |
| Historical Sharpe Ratio (5Y) | 0.7076 |
| Historical Sortino (5Y) | 1.023 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 7.91% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:BGRWX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:BGRWX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |