Fidelity Asset Manager 85% (FAMRX)

28.20 -0.12 (-0.42%) USD  |  Dec 13 2024
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FAMRX Max Drawdown (5Y): 30.96% 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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Max Drawdown (5Y) Benchmarks

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Thrivent Aggressive Allocation Fund S 33.31%
Fidelity Asset Manager 40% 18.51%
Fidelity Asset Manager 60% 24.42%
Fidelity Asset Manager 30% 16.54%
Fidelity Balanced Fund 26.68%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -3.952
Beta (5Y) 0.8792
Alpha (vs YCharts Benchmark) (5Y) 7.812
Beta (vs YCharts Benchmark) (5Y) 1.605
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 17.31%
Historical Sharpe Ratio (5Y) 0.4501
Historical Sortino (5Y) 0.4834
Monthly Value at Risk (VaR) 5% (5Y Lookback) 7.17%

Max Drawdown (5Y) Excel Add-In Codes

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