FID5482 Max Drawdown (5Y) Analysis

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Max Drawdown (5Y) Chart

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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Minimum

Maximum

Average

Median

Max Drawdown (5Y) Benchmarks

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Scotia U.S. Equity Series A	30.00%
Fidelity Insights Currency Neutral Class Sr B	32.97%
Invesco American Franchise Fd A	33.69%
Invesco American Franchise Class Series A	33.85%
Dynamic U.S. Equity Private Pool Class Sr A	30.83%

Max Drawdown (5Y) Related Metrics

Alpha (5Y)	3.075
Beta (5Y)	0.7003
Alpha (vs YCharts Benchmark) (5Y)	1.576
Beta (vs YCharts Benchmark) (5Y)	0.7564
Annualized Standard Deviation of Monthly Returns (5Y Lookback)	15.84%
Historical Sharpe Ratio (5Y)	0.7171
Historical Sortino (5Y)	1.022
Monthly Value at Risk (VaR) 5% (5Y Lookback)	7.57%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y

Latest Data Point: =YCP("M:FID5482.TO", "max_drawdown_5y")

Last 5 Data Points: =YCS("M:FID5482.TO", "max_drawdown_5y", -4)

To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.

Fidelity Insights Class Series A (FID5482)

FID5482 Max Drawdown (5Y): 30.31% for April 30, 2025

Max Drawdown (5Y) Chart

Historical Data

Max Drawdown Definition

Max Drawdown (5Y) Range, Past 5 Years

Max Drawdown (5Y) Benchmarks

Max Drawdown (5Y) Related Metrics

Max Drawdown (5Y) Excel Add-In Codes