VY Baron Growth Portfolio Initial (IBGIX)
25.61
+0.49
(+1.95%)
USD |
May 27 2025
IBGIX Max Drawdown (5Y): 34.38% for April 30, 2025
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Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Data
Max Drawdown Definition
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.
Max Drawdown (5Y) Range, Past 5 Years
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Max Drawdown (5Y) Benchmarks
| Buffalo Mid Cap Growth Fund Inst | 35.37% |
| Baron Asset Fund Institutional | 37.41% |
| Baron Growth Fund Institutional | 34.58% |
| Wasatch US Select Fund Inst | -- |
| RMB SMID Cap Fund I | 27.32% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -8.357 |
| Beta (5Y) | 1.121 |
| Alpha (vs YCharts Benchmark) (5Y) | -2.386 |
| Beta (vs YCharts Benchmark) (5Y) | 0.8853 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 18.19% |
| Historical Sharpe Ratio (5Y) | 0.3378 |
| Historical Sortino (5Y) | 0.5493 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 7.60% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:IBGIX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:IBGIX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |