Patient Opportunity Trust FI (LMOFX)
49.14
-1.63
(-3.21%)
USD |
Feb 05 2026
LMOFX Max Drawdown (5Y): 52.38% for Jan. 31, 2026
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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Minimum
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Maximum
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Median
Max Drawdown (5Y) Benchmarks
| HW Opportunities MP Fund | 23.24% |
| Nuveen Mid Cap Value Fund Premier | 22.06% |
| Monongahela All Cap Value Fund | 21.06% |
| Gabelli Value 25 Fund AAA | 29.60% |
| Glenmede Disciplined US Value Equity Port | 19.93% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -14.09 |
| Beta (5Y) | 1.399 |
| Alpha (vs YCharts Benchmark) (5Y) | -14.09 |
| Beta (vs YCharts Benchmark) (5Y) | 1.398 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 26.74% |
| Historical Sharpe Ratio (5Y) | 0.0852 |
| Historical Sortino (5Y) | 0.1441 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 12.51% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:LMOFX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:LMOFX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |