BNY Mellon Asset Allocation Fund Investor (MIBLX)

15.05 -0.03 (-0.20%) USD  |  Feb 04 2026
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MIBLX Max Drawdown (5Y): 21.48% for Jan. 31, 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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Median

Max Drawdown (5Y) Benchmarks

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Vanguard Wellington Fund Investor 20.88%
Transamerica Balanced II R 21.08%
NYLI Balanced Fund Investor 13.49%
BNY Mellon Balanced Opportunity Fund I 22.09%
T Rowe Price Balanced Fund 23.41%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -3.679
Beta (5Y) 0.7215
Alpha (vs YCharts Benchmark) (5Y) 5.863
Beta (vs YCharts Benchmark) (5Y) 1.201
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 10.75%
Historical Sharpe Ratio (5Y) 0.4434
Historical Sortino (5Y) 0.6435
Monthly Value at Risk (VaR) 5% (5Y Lookback) 5.02%

Max Drawdown (5Y) Excel Add-In Codes

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