Invesco Summit Fund C (CSMMX)
20.96
-0.20
(-0.95%)
USD |
Jun 09 2026
CSMMX Max Drawdown (5Y): 40.85% for May 31, 2026
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Max Drawdown (5Y) Data
| Date | Value |
|---|---|
| May 31, 2026 | 40.85% |
| April 30, 2026 | 40.85% |
| March 31, 2026 | 40.85% |
| February 28, 2026 | 40.85% |
| January 31, 2026 | 40.85% |
| December 31, 2025 | 40.85% |
| November 30, 2025 | 40.85% |
| October 31, 2025 | 40.85% |
| September 30, 2025 | 40.85% |
| August 31, 2025 | 40.85% |
| July 31, 2025 | 40.85% |
| June 30, 2025 | 40.85% |
| May 31, 2025 | 40.85% |
| April 30, 2025 | 40.85% |
| March 31, 2025 | 40.85% |
| February 28, 2025 | 40.85% |
| January 31, 2025 | 40.85% |
| December 31, 2024 | 40.85% |
| November 30, 2024 | 40.85% |
| October 31, 2024 | 40.85% |
| September 30, 2024 | 40.85% |
| August 31, 2024 | 40.85% |
| July 31, 2024 | 40.85% |
| June 30, 2024 | 40.85% |
| May 31, 2024 | 40.85% |
| Date | Value |
|---|---|
| April 30, 2024 | 40.85% |
| March 31, 2024 | 40.85% |
| February 29, 2024 | 40.85% |
| January 31, 2024 | 40.85% |
| December 31, 2023 | 40.85% |
| November 30, 2023 | 40.85% |
| October 31, 2023 | 40.85% |
| September 30, 2023 | 40.85% |
| August 31, 2023 | 40.85% |
| July 31, 2023 | 40.85% |
| June 30, 2023 | 40.85% |
| May 31, 2023 | 40.85% |
| April 30, 2023 | 40.85% |
| March 31, 2023 | 40.85% |
| February 28, 2023 | 40.85% |
| January 31, 2023 | 40.85% |
| December 31, 2022 | 40.85% |
| November 30, 2022 | 40.85% |
| October 31, 2022 | 40.85% |
| September 30, 2022 | 39.75% |
| August 31, 2022 | 37.38% |
| July 31, 2022 | 37.38% |
| June 30, 2022 | 37.38% |
| May 31, 2022 | 34.16% |
| April 30, 2022 | 30.88% |
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
--
Minimum
--
Maximum
--
Average
--
Median
Max Drawdown (5Y) Benchmarks
| Transamerica US Growth C | 35.68% |
| JPMorgan US GARP Equity Fund C | 31.60% |
| American Century Ultra Fund C | 36.02% |
| Gabelli Growth Fund C | 42.77% |
| NYLI Winslow Large Cap Growth Fund C | 40.00% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -8.391 |
| Beta (5Y) | 1.178 |
| Alpha (vs YCharts Benchmark) (5Y) | -8.263 |
| Beta (vs YCharts Benchmark) (5Y) | 1.015 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 21.79% |
| Historical Sharpe Ratio (5Y) | 0.1891 |
| Historical Sortino (5Y) | 0.2981 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 10.44% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:CSMMX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:CSMMX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |