FUNDament Total Return P (DE000A2H5YB2)
176.12
+2.02
(+1.16%)
EUR |
Aug 27 2026
DE000A2H5YB2 Max Drawdown (5Y)
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 |
|---|---|
| July 31, 2026 | 44.22% |
| June 30, 2026 | 44.22% |
| May 31, 2026 | 44.22% |
| April 30, 2026 | 44.22% |
| March 31, 2026 | 44.22% |
| February 28, 2026 | 44.22% |
| January 31, 2026 | 44.22% |
| December 31, 2025 | 44.22% |
| November 30, 2025 | 44.22% |
| October 31, 2025 | 44.22% |
| September 30, 2025 | 44.22% |
| August 31, 2025 | 44.22% |
| July 31, 2025 | 44.22% |
| June 30, 2025 | 44.22% |
| May 31, 2025 | 44.22% |
| April 30, 2025 | 44.22% |
| March 31, 2025 | 42.87% |
| February 28, 2025 | 41.36% |
| January 31, 2025 | 37.92% |
| December 31, 2024 | 35.87% |
| November 30, 2024 | 32.05% |
| October 31, 2024 | 30.36% |
| September 30, 2024 | 30.36% |
| August 31, 2024 | 30.36% |
| July 31, 2024 | 30.36% |
| Date | Value |
|---|---|
| June 30, 2024 | 28.82% |
| May 31, 2024 | 27.67% |
| April 30, 2024 | 26.96% |
| March 31, 2024 | 26.96% |
| February 29, 2024 | 24.01% |
| January 31, 2024 | 19.17% |
| December 31, 2023 | 19.17% |
| November 30, 2023 | 19.17% |
| October 31, 2023 | 19.17% |
| September 30, 2023 | 19.17% |
| August 31, 2023 | 19.17% |
| July 31, 2023 | 19.17% |
| June 30, 2023 | 19.17% |
| May 31, 2023 | 16.32% |
| April 30, 2023 | 14.89% |
| March 31, 2023 | 14.89% |
| February 28, 2023 | 14.89% |
| January 31, 2023 | 12.84% |
| December 31, 2022 | 9.69% |
| November 30, 2022 | 9.12% |
| October 31, 2022 | 6.39% |
| September 30, 2022 | 6.39% |
| August 31, 2022 | 6.39% |
| July 31, 2022 | 6.39% |
| June 30, 2022 | 6.39% |
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
| Epargne Ethique Flexible H | 19.47% |
| Eurofin Plus A C/D | 15.71% |
| Ofi Invest ESG Dynamique Euro XL | 22.07% |
| Ofi Invest ESG Equilibre Euro XL | 19.26% |
| Gesiuris Balanced Euro, FI | 7.67% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -1.329 |
| Beta (5Y) | -0.1468 |
| Alpha (vs YCharts Benchmark) (5Y) | -3.753 |
| Beta (vs YCharts Benchmark) (5Y) | -0.3821 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 16.83% |
| Historical Sharpe Ratio (5Y) | -0.1763 |
| Historical Sortino (5Y) | -0.3133 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 7.96% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:DE000A2H5YB2", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:DE000A2H5YB2", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |