Fidelity Advisor Utilities Fund C (FUGCX)

44.85 -0.31 (-0.69%) USD  |  Dec 16 2024
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FUGCX Max Drawdown (5Y): 38.05% 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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Median

Max Drawdown (5Y) Benchmarks

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MFS Utilities Fund C 35.86%
PGIM Jennison Utility Fund C 35.52%
Rydex Utilities Fund C 36.96%
Franklin Utilities Fund C 36.57%
Gabelli Utilities Fund C 33.68%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) 1.373
Beta (5Y) 0.6784
Alpha (vs YCharts Benchmark) (5Y) 1.500
Beta (vs YCharts Benchmark) (5Y) 0.9921
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 21.10%
Historical Sharpe Ratio (5Y) 0.3868
Historical Sortino (5Y) 0.4785
Monthly Value at Risk (VaR) 5% (5Y Lookback) 7.61%

Max Drawdown (5Y) Excel Add-In Codes

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