VY Baron Growth Portfolio Adviser (IBSAX)
19.12
+0.01
(+0.05%)
USD |
May 29 2025
IBSAX Max Drawdown (5Y): 34.57% for April 30, 2025
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Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
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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
| Baron Asset Fund Retail | 37.50% |
| Baron Growth Fund Retail | 34.69% |
| Congress Mid Cap Growth Retail | 34.94% |
| VY T Rowe Price Diversified Mid Cap Gr Port Adv | 35.67% |
| Baron Focused Growth Fund Retail | 35.90% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -8.896 |
| Beta (5Y) | 1.121 |
| Alpha (vs YCharts Benchmark) (5Y) | -2.922 |
| Beta (vs YCharts Benchmark) (5Y) | 0.8852 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 18.18% |
| Historical Sharpe Ratio (5Y) | 0.3084 |
| Historical Sortino (5Y) | 0.4988 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 7.61% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:IBSAX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:IBSAX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |