LU0239367716 Max Drawdown (5Y) Analysis

Allianz FinanzPlan 2030 A-EUR (LU0239367716)

177.12 +0.56 (+0.32%) EUR | May 15 2026

Max Drawdown (5Y) Chart

Sep '18

Jan '19

May '19

285.00

270.00

255.00

240.00

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Historical Data

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Max Drawdown Definition

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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.

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Max Drawdown (5Y) Range, Past 5 Years

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Minimum

Maximum

Average

Median

Max Drawdown (5Y) Benchmarks

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AXA Pension 2030 - 2032 R	19.53%
AXA Pension 2027 - 2029 R	15.29%
KONZEPT : ERTRAG 2029 (T)	19.28%
DWS Fixed Maturity Multi Asset 2026 II	14.69%
Eurizon Flessibile Azionario Marzo 2026 A	13.94%

Max Drawdown (5Y) Related Metrics

Alpha (5Y)	-3.959
Beta (5Y)	0.4137
Alpha (vs YCharts Benchmark) (5Y)	-2.800
Beta (vs YCharts Benchmark) (5Y)	0.3831
Annualized Standard Deviation of Monthly Returns (5Y Lookback)	7.02%
Historical Sharpe Ratio (5Y)	0.129
Historical Sortino (5Y)	0.1891
Monthly Value at Risk (VaR) 5% (5Y Lookback)	3.46%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y

Latest Data Point: =YCP("M:LU0239367716", "max_drawdown_5y")

Last 5 Data Points: =YCS("M:LU0239367716", "max_drawdown_5y", -4)

To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.