Fidelity Growth & Income Portfolio (FGRIX)

64.66 -0.03 (-0.05%) USD  |  Dec 16 2024
More

FGRIX Max Drawdown (5Y): 35.62% for Nov. 30, 2024

Max Drawdown (5Y) Chart

View Max Drawdown (5Y) for FGRIX.
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
Fidelity Large Cap Stock Fund 37.11%
Fidelity Stock Selector All Cap 34.37%
Fidelity New Millennium Fund 38.92%
Victory Growth & Income Fund Fund 34.48%
Fidelity Mega Cap Stock Fund 35.18%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) 0.0072
Beta (5Y) 0.9360
Alpha (vs YCharts Benchmark) (5Y) 0.0072
Beta (vs YCharts Benchmark) (5Y) 0.936
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 18.78%
Historical Sharpe Ratio (5Y) 0.6659
Historical Sortino (5Y) 0.709
Monthly Value at Risk (VaR) 5% (5Y Lookback) 7.27%

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