Franklin India Fund Class A (Ydis) GBP (LU0231206078)
80.60
-0.16
(-0.20%)
GBP |
Aug 27 2026
LU0231206078 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 |
|---|---|
| July 31, 2026 | 29.37% |
| June 30, 2026 | 29.37% |
| May 31, 2026 | 29.37% |
| April 30, 2026 | 29.37% |
| March 31, 2026 | 29.37% |
| February 28, 2026 | 21.82% |
| January 31, 2026 | 21.82% |
| December 31, 2025 | 17.82% |
| November 30, 2025 | 17.82% |
| October 31, 2025 | 17.82% |
| September 30, 2025 | 17.82% |
| August 31, 2025 | 18.02% |
| July 31, 2025 | 21.32% |
| June 30, 2025 | 21.32% |
| May 31, 2025 | 27.02% |
| April 30, 2025 | 31.12% |
| March 31, 2025 | 37.82% |
| February 28, 2025 | 38.62% |
| January 31, 2025 | 38.62% |
| December 31, 2024 | 38.62% |
| November 30, 2024 | 38.62% |
| October 31, 2024 | 38.62% |
| September 30, 2024 | 38.62% |
| August 31, 2024 | 38.62% |
| July 31, 2024 | 38.62% |
| Date | Value |
|---|---|
| June 30, 2024 | 38.62% |
| May 31, 2024 | 38.62% |
| April 30, 2024 | 38.62% |
| March 31, 2024 | 38.62% |
| February 29, 2024 | 38.62% |
| January 31, 2024 | 38.62% |
| December 31, 2023 | 38.62% |
| November 30, 2023 | 38.62% |
| October 31, 2023 | 38.62% |
| September 30, 2023 | 38.62% |
| August 31, 2023 | 38.62% |
| July 31, 2023 | 38.62% |
| June 30, 2023 | 38.62% |
| May 31, 2023 | 38.62% |
| April 30, 2023 | 38.62% |
| March 31, 2023 | 38.62% |
| February 28, 2023 | 38.62% |
| January 31, 2023 | 38.62% |
| December 31, 2022 | 38.62% |
| November 30, 2022 | 38.62% |
| October 31, 2022 | 38.62% |
| September 30, 2022 | 38.62% |
| August 31, 2022 | 38.62% |
| July 31, 2022 | 38.62% |
| June 30, 2022 | 38.62% |
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
| BGF India Fund A4 GBP | 27.78% |
| Pictet-Indian Equities-P dy GBP | 25.38% |
| Jupiter India Select L GBP A Inc | 22.05% |
| Goldman Sachs India Equity Pf OCS GBP | 28.13% |
| Kotak Funds-India Growth A Acc GBP | 24.22% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -1.126 |
| Beta (5Y) | 0.2031 |
| Alpha (vs YCharts Benchmark) (5Y) | 0.4021 |
| Beta (vs YCharts Benchmark) (5Y) | 0.6722 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 13.82% |
| Historical Sharpe Ratio (5Y) | 0.0826 |
| Historical Sortino (5Y) | 0.128 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 6.51% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:LU0231206078", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:LU0231206078", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |