AXA WF Optimal Income E Cap EUR pf (LU0184634821)
222.19
-1.44
(-0.64%)
EUR |
Jun 10 2026
LU0184634821 Max Drawdown (5Y)
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Max Drawdown (5Y) Data
| Date | Value |
|---|---|
| May 31, 2026 | 17.54% |
| April 30, 2026 | 17.54% |
| March 31, 2026 | 17.54% |
| February 28, 2026 | 17.54% |
| January 31, 2026 | 17.54% |
| December 31, 2025 | 17.54% |
| November 30, 2025 | 17.54% |
| October 31, 2025 | 17.54% |
| September 30, 2025 | 17.54% |
| August 31, 2025 | 17.54% |
| July 31, 2025 | 17.54% |
| June 30, 2025 | 17.54% |
| May 31, 2025 | 17.54% |
| April 30, 2025 | 17.54% |
| March 31, 2025 | 18.12% |
| February 28, 2025 | 20.70% |
| January 31, 2025 | 20.70% |
| December 31, 2024 | 20.70% |
| November 30, 2024 | 20.70% |
| October 31, 2024 | 20.70% |
| September 30, 2024 | 20.70% |
| August 31, 2024 | 20.70% |
| July 31, 2024 | 20.70% |
| June 30, 2024 | 20.70% |
| May 31, 2024 | 20.70% |
| Date | Value |
|---|---|
| April 30, 2024 | 20.70% |
| March 31, 2024 | 20.70% |
| February 29, 2024 | 20.70% |
| January 31, 2024 | 20.70% |
| December 31, 2023 | 20.70% |
| November 30, 2023 | 20.70% |
| October 31, 2023 | 20.70% |
| September 30, 2023 | 20.70% |
| August 31, 2023 | 20.70% |
| July 31, 2023 | 20.70% |
| June 30, 2023 | 20.70% |
| May 31, 2023 | 20.70% |
| April 30, 2023 | 20.70% |
| March 31, 2023 | 20.70% |
| February 28, 2023 | 20.70% |
| January 31, 2023 | 20.70% |
| December 31, 2022 | 20.70% |
| November 30, 2022 | 20.70% |
| October 31, 2022 | 20.70% |
| September 30, 2022 | 20.70% |
| August 31, 2022 | 20.70% |
| July 31, 2022 | 20.70% |
| June 30, 2022 | 20.70% |
| May 31, 2022 | 20.70% |
| April 30, 2022 | 20.70% |
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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Average
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Median
Max Drawdown (5Y) Benchmarks
| Bankinter Mixto Flexible R, FI | 15.01% |
| Espinosa Partners Inversiones, FI | 13.71% |
| Patrisa, FI | 9.63% |
| Consultinvest Azione C | 40.06% |
| Eurofin Plus A C | 15.71% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -6.286 |
| Beta (5Y) | 0.5227 |
| Alpha (vs YCharts Benchmark) (5Y) | 0.6858 |
| Beta (vs YCharts Benchmark) (5Y) | 0.7838 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 9.12% |
| Historical Sharpe Ratio (5Y) | -0.0404 |
| Historical Sortino (5Y) | -0.0679 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 3.76% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:LU0184634821", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:LU0184634821", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |