Marsico Midcap Growth Focus Fund Investor (MXXIX)
52.55
+1.64
(+3.22%)
USD |
May 02 2025
MXXIX Max Drawdown (5Y): 40.58% for April 30, 2025
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Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
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270.00
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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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Max Drawdown (5Y) Benchmarks
| Marsico Growth Fund Investor | 41.48% |
| Fidelity Growth Strategies Fund | 36.55% |
| Berkshire Focus Fund | 72.41% |
| ClearBridge Select Fund IS | 43.41% |
| PRIMECAP Odyssey Aggressive Growth Fund | 35.65% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -1.964 |
| Beta (5Y) | 1.113 |
| Alpha (vs YCharts Benchmark) (5Y) | -0.8275 |
| Beta (vs YCharts Benchmark) (5Y) | 0.9112 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 20.22% |
| Historical Sharpe Ratio (5Y) | 0.6151 |
| Historical Sortino (5Y) | 0.926 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 9.34% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:MXXIX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:MXXIX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |