VY Invesco Eq and Inc Portfolio Initial (IUAIX)
33.78
+0.04
(+0.12%)
USD |
Dec 04 2025
IUAIX Max Drawdown (5Y): 16.67% for Nov. 30, 2025
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
| Invesco Equity & Income Fund Y | 16.56% |
| Federated Hermes MDT Balanced Institutional | 19.32% |
| PGIM Balanced Fund Z | 21.24% |
| Eaton Vance Balanced Fund I | 19.91% |
| Hartford Balanced HLS Fund IB | 18.71% |
Max Drawdown (5Y) Related Metrics
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:IUAIX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:IUAIX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |