Invesco Dividend Income Fund R6 (IFUTX)
26.60
-0.24
(-0.89%)
USD |
Jun 13 2025
IFUTX Max Drawdown (5Y): 16.07% for May 31, 2025
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Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
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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
| Invesco Diversified Dividend Fund R | 18.01% |
| Columbia Dividend Income Fund R | 17.31% |
| Fidelity Equity-Income K6 Fund | 17.03% |
| Franklin Equity Income Fund R6 | 18.48% |
| JPMorgan Equity Income Fund R3 | 18.12% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -0.7314 |
| Beta (5Y) | 0.6949 |
| Alpha (vs YCharts Benchmark) (5Y) | -0.7314 |
| Beta (vs YCharts Benchmark) (5Y) | 0.6949 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 12.28% |
| Historical Sharpe Ratio (5Y) | 0.6874 |
| Historical Sortino (5Y) | 1.201 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 5.15% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:IFUTX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:IFUTX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |