Baron Partners Fund Institutional (BPTIX)
273.08
+0.01
(+0.00%)
USD |
Dec 24 2025
BPTIX Max Drawdown (5Y): 49.70% for Nov. 30, 2025
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
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
| Baron Opportunity Fund Institutional | 51.28% |
| Alger Focus Equity Fund Z | 40.08% |
| Alger Spectra Fund Z | 45.99% |
| Polen Growth Fund Institutional | 42.86% |
| Optimum Large Cap Growth Fund Institutional | 40.04% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -9.129 |
| Beta (5Y) | 1.452 |
| Alpha (vs YCharts Benchmark) (5Y) | -9.119 |
| Beta (vs YCharts Benchmark) (5Y) | 1.317 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 35.55% |
| Historical Sharpe Ratio (5Y) | 0.2381 |
| Historical Sortino (5Y) | 0.4507 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 14.14% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:BPTIX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:BPTIX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |