Oakmark Bond Fund R6 (OAZCX)

8.91 -0.02 (-0.22%) USD  |  May 04 2026
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OAZCX Max Drawdown (5Y): 14.91% for April 30, 2026

Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
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270.00
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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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Max Drawdown (5Y) Benchmarks

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Lord Abbett Total Return Fund R6 18.07%
Calvert Income Fund R6 20.71%
PGIM Total Return Bond Fund R 20.76%
Nuveen Core Plus Bond Fund Retirement 18.52%
Nuveen Core Bond Fund Retirement 18.49%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) 1.240
Beta (5Y) 0.9156
Alpha (vs YCharts Benchmark) (5Y) 1.240
Beta (vs YCharts Benchmark) (5Y) 0.9156
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 5.68%
Historical Sharpe Ratio (5Y) -0.312
Historical Sortino (5Y) -0.5083
Monthly Value at Risk (VaR) 5% (5Y Lookback) 2.61%

Max Drawdown (5Y) Excel Add-In Codes

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