Ariel Appreciation Fund Investor (CAAPX)

43.47 -0.50 (-1.14%) USD  |  Dec 13 2024
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CAAPX Max Drawdown (5Y): 42.58% for Nov. 30, 2024

Max Drawdown (5Y) Chart

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Sep '18
Jan '19
May '19
 
285.00
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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Maximum
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Median

Max Drawdown (5Y) Benchmarks

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Harbor Mid Cap Value Fund Investor 51.72%
Ariel Fund Investor 45.29%
Ariel Focus Fund Investor 43.22%
Nuance Mid Cap Value Fund Investor 30.93%
Reinhart Mid Cap PMV Fund Inv 44.47%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -8.446
Beta (5Y) 1.127
Alpha (vs YCharts Benchmark) (5Y) -0.2374
Beta (vs YCharts Benchmark) (5Y) 0.915
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 23.82%
Historical Sharpe Ratio (5Y) 0.2775
Historical Sortino (5Y) 0.3302
Monthly Value at Risk (VaR) 5% (5Y Lookback) 9.12%

Max Drawdown (5Y) Excel Add-In Codes

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