Canada Life Canadian Value Balanced Fund A (MAX7804)
13.34
-0.01
(-0.06%)
CAD |
Feb 09 2026
MAX7804 Max Drawdown (5Y): 11.54% 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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Average
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Median
Max Drawdown (5Y) Benchmarks
| Beutel Goodman Balanced Class B | 13.46% |
| Dynamic Value Balanced Class - Series A | 10.73% |
| Educators Balanced Class A | 13.32% |
| Sionna Strategic Income Series A | 13.03% |
| CIBC Dividend Income Class A | 15.46% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -5.949 |
| Beta (5Y) | 0.6644 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 8.07% |
| Historical Sharpe Ratio (5Y) | 0.3176 |
| Historical Sortino (5Y) | 0.516 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 3.59% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:MAX7804.TO", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:MAX7804.TO", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |