Fidelity Global Consumer Industries Series B USD (FID291)

50.99 -0.46 (-0.89%) USD  |  Dec 27 2024
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FID291 Max Drawdown (5Y): 37.14% for Nov. 30, 2024

Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
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270.00
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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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RBC Global Technology Sr A 36.33%
CI Global Alpha Innovators Corporate Class A 55.99%
Fidelity Technology Innovators Series B (USD) 31.82%
IG Mackenzie Global Science & Technology Sr J NL 30.34%
TD Science & Technology Investor Series 63.40%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -6.063
Beta (5Y) 0.9541
Alpha (vs YCharts Benchmark) (5Y) -4.123
Beta (vs YCharts Benchmark) (5Y) 0.9269
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 19.87%
Historical Sharpe Ratio (5Y) 0.1646
Historical Sortino (5Y) 0.2289
Monthly Value at Risk (VaR) 5% (5Y Lookback) 8.85%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:FID291.TO", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:FID291.TO", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.