Nomura Wealth Builder Fund R (DDDRX)
15.56
+0.07
(+0.45%)
USD |
Dec 19 2025
DDDRX Max Drawdown (5Y): 15.95% 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
| PGIM Balanced Fund R | 21.65% |
| John Hancock Balanced Fund R2 | 20.58% |
| Touchstone Balanced Fund R6 | -- |
| PGIM Income Builder Fund R | 18.32% |
| Hartford Checks and Balances Fund R3 | 20.52% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -2.249 |
| Beta (5Y) | 0.6589 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 9.97% |
| Historical Sharpe Ratio (5Y) | 0.5753 |
| Historical Sortino (5Y) | 0.8771 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 4.52% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:DDDRX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:DDDRX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |