American Funds Moderate Gr & Inc A (BLPAX)
16.43
-0.01 (-0.06%)
USD |
Aug 11 2022
BLPAX Max Drawdown (5Y): 23.21% for July 31, 2022
Max Drawdown (5Y) Chart
Historical Max Drawdown (5Y) Data
| Date | Value |
|---|---|
| July 31, 2022 | 23.21% |
| June 30, 2022 | 23.21% |
| May 31, 2022 | 23.21% |
| April 30, 2022 | 23.21% |
| March 31, 2022 | 23.21% |
| February 28, 2022 | 23.21% |
| January 31, 2022 | 23.21% |
| December 31, 2021 | 23.21% |
| November 30, 2021 | 23.21% |
| October 31, 2021 | 23.21% |
| September 30, 2021 | 23.21% |
| August 31, 2021 | 23.21% |
| July 31, 2021 | 23.21% |
| June 30, 2021 | 23.21% |
| May 31, 2021 | 23.21% |
| April 30, 2021 | 23.21% |
| March 31, 2021 | 23.21% |
| February 28, 2021 | 23.21% |
| January 31, 2021 | 23.21% |
| December 31, 2020 | 23.21% |
| November 30, 2020 | 23.21% |
| October 31, 2020 | 23.21% |
| September 30, 2020 | 23.21% |
| August 31, 2020 | 23.21% |
| July 31, 2020 | 23.21% |
| Date | Value |
|---|---|
| June 30, 2020 | 23.21% |
| May 31, 2020 | 23.21% |
| April 30, 2020 | 23.21% |
| March 31, 2020 | 23.21% |
| February 29, 2020 | 12.18% |
| January 31, 2020 | 12.18% |
| December 31, 2019 | 12.18% |
| November 30, 2019 | 12.18% |
| October 31, 2019 | 12.18% |
| September 30, 2019 | 12.18% |
| August 31, 2019 | 12.18% |
| July 31, 2019 | 12.18% |
| June 30, 2019 | 12.18% |
| May 31, 2019 | 12.18% |
| April 30, 2019 | 12.18% |
| March 31, 2019 | 12.18% |
| February 28, 2019 | 12.18% |
| January 31, 2019 | 12.18% |
| December 31, 2018 | 12.18% |
| November 30, 2018 | 10.02% |
| October 31, 2018 | 10.02% |
| September 30, 2018 | 10.02% |
| August 31, 2018 | 10.02% |
| July 31, 2018 | 10.02% |
| June 30, 2018 | 10.02% |
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
10.02%
Minimum
Aug 2017
23.21%
Maximum
Mar 2020
16.93%
Average
12.18%
Median
Dec 2018
Max Drawdown (5Y) Benchmarks
| American Funds Retire Inc Port-Mod A | 18.50% |
| JHancock Balanced A | 21.00% |
| JPMorgan Investor Balanced A | 21.07% |
| Principal SAM Balanced A | 25.29% |
| American Funds College 2033 529A | 21.10% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -1.784 |
| Beta (5Y) | 0.6092 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 11.80% |
| Historical Sharpe Ratio (5Y) | 0.511 |
| Historical Sortino (5Y) | 0.5184 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 4.92% |