American Funds Capital Income Bldr F3 (CFIHX)
62.87
-0.25 (-0.40%)
USD |
Jun 28 2022
CFIHX Max Drawdown (5Y): 25.20% for May 31, 2022
Max Drawdown (5Y) Chart
Historical Max Drawdown (5Y) Data
| Date | Value |
|---|---|
| May 31, 2022 | 25.20% |
| April 30, 2022 | 25.20% |
| March 31, 2022 | 25.20% |
| February 28, 2022 | 25.20% |
| January 31, 2022 | 25.20% |
| December 31, 2021 | 25.20% |
| November 30, 2021 | 25.20% |
| October 31, 2021 | 25.20% |
| September 30, 2021 | 25.20% |
| August 31, 2021 | 25.20% |
| July 31, 2021 | 25.20% |
| June 30, 2021 | 25.20% |
| May 31, 2021 | 25.20% |
| April 30, 2021 | 25.20% |
| March 31, 2021 | 25.20% |
| February 28, 2021 | 25.20% |
| January 31, 2021 | 25.20% |
| December 31, 2020 | 25.20% |
| November 30, 2020 | 25.20% |
| October 31, 2020 | 25.20% |
| September 30, 2020 | 25.20% |
| August 31, 2020 | 25.20% |
| July 31, 2020 | 25.20% |
| June 30, 2020 | 25.20% |
| May 31, 2020 | 25.20% |
| Date | Value |
|---|---|
| April 30, 2020 | 25.20% |
| March 31, 2020 | 25.20% |
| February 29, 2020 | 13.08% |
| January 31, 2020 | 13.08% |
| December 31, 2019 | 13.08% |
| November 30, 2019 | 13.08% |
| October 31, 2019 | 13.08% |
| September 30, 2019 | 13.08% |
| August 31, 2019 | 13.08% |
| July 31, 2019 | 13.08% |
| June 30, 2019 | 13.08% |
| May 31, 2019 | 13.08% |
| April 30, 2019 | 13.08% |
| March 31, 2019 | 13.08% |
| February 28, 2019 | 13.08% |
| January 31, 2019 | 13.08% |
| December 31, 2018 | 13.08% |
| November 30, 2018 | 13.08% |
| October 31, 2018 | 13.08% |
| September 30, 2018 | 13.08% |
| August 31, 2018 | 13.08% |
| July 31, 2018 | 13.08% |
| June 30, 2018 | 13.08% |
| May 31, 2018 | 13.08% |
| April 30, 2018 | 13.08% |
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
13.08%
Minimum
Jun 2017
25.20%
Maximum
Mar 2020
18.54%
Average
13.08%
Median
Jun 2017
Max Drawdown (5Y) Benchmarks
| Thornburg Investment Income Builder I | 35.06% |
| Janus Henderson Dividend & Inc Builder I | 28.56% |
| American Funds Global Balanced F3 | 23.31% |
| Franklin Mutual Quest Z | 30.59% |
| Hartford Real Asset I | 36.97% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -1.987 |
| Beta (5Y) | 0.5655 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 11.43% |
| Historical Sharpe Ratio (5Y) | 0.4861 |
| Historical Sortino (5Y) | 0.4557 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 3.97% |