Fidelity Asset Manager 70% (FASGX)

29.37 +0.04 (+0.14%) USD  |  Dec 16 2024
More

FASGX Max Drawdown (5Y): 27.20% for Nov. 30, 2024

Max Drawdown (5Y) Chart

View Max Drawdown (5Y) for FASGX.
Upgrade now.
Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
View Cumulative Total Returns Versus Peers
Start Trial

Historical Data

View Historical Data
Start Trial

Max Drawdown Definition

View Max Drawdown Definition
Start Trial

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.

Read full definition.

Max Drawdown (5Y) Range, Past 5 Years

View Max Drawdown (5Y) Range, Past 5 Years
Start Trial
--
Minimum
--
Maximum
--
Average
--
Median

Max Drawdown (5Y) Benchmarks

View Max Drawdown (5Y) Benchmarks
Start Trial
T Rowe Price Spectrum Mod Growth Alloc Fund 29.62%
Fidelity Balanced Fund 26.68%
Fidelity Asset Manager 40% 18.51%
Fidelity Asset Manager 60% 24.42%
Fidelity Asset Manager 30% 16.54%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -3.872
Beta (5Y) 0.7591
Alpha (vs YCharts Benchmark) (5Y) 6.286
Beta (vs YCharts Benchmark) (5Y) 1.406
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 15.01%
Historical Sharpe Ratio (5Y) 0.4176
Historical Sortino (5Y) 0.4483
Monthly Value at Risk (VaR) 5% (5Y Lookback) 6.19%

Max Drawdown (5Y) Excel Add-In Codes

View Max Drawdown (5Y) Excel Add-In Codes
Start Trial
Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:FASGX", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:FASGX", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.