Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Max Drawdown (5Y) Data

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Date Value
July 31, 2026 11.11%
June 30, 2026 11.11%
May 31, 2026 11.11%
April 30, 2026 11.11%
March 31, 2026 11.11%
February 28, 2026 12.58%
January 31, 2026 12.58%
December 31, 2025 12.58%
November 30, 2025 12.58%
October 31, 2025 14.22%
September 30, 2025 14.22%
August 31, 2025 14.22%
July 31, 2025 17.06%
June 30, 2025 17.06%
May 31, 2025 17.06%
April 30, 2025 17.06%
March 31, 2025 17.06%
February 28, 2025 17.06%
January 31, 2025 17.06%
December 31, 2024 17.06%
November 30, 2024 17.06%
October 31, 2024 17.06%
September 30, 2024 17.08%
August 31, 2024 17.32%
July 31, 2024 18.54%
Date Value
June 30, 2024 20.62%
May 31, 2024 23.16%
April 30, 2024 24.38%
March 31, 2024 24.38%
February 29, 2024 24.38%
January 31, 2024 24.38%
December 31, 2023 25.04%
November 30, 2023 26.47%
October 31, 2023 27.07%
September 30, 2023 29.15%
August 31, 2023 34.49%
July 31, 2023 34.52%
June 30, 2023 34.52%
May 31, 2023 34.52%
April 30, 2023 34.52%
March 31, 2023 34.52%
February 28, 2023 34.52%
January 31, 2023 34.52%
December 31, 2022 34.52%
November 30, 2022 34.52%
October 31, 2022 34.52%
September 30, 2022 34.52%
August 31, 2022 34.52%
July 31, 2022 34.52%
June 30, 2022 34.52%

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.

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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) Excel Add-In Codes

View Max Drawdown (5Y) Excel Add-In Codes
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Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:LU0366550977", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:LU0366550977", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.