Invesco Rising Dividends Fund R6 (OIRDX)
30.26
+0.06
(+0.20%)
USD |
Dec 04 2025
OIRDX Max Drawdown (5Y): 21.84% for Nov. 30, 2025
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
| Invesco Charter Fund R6 | 26.46% |
| MFS Research Fund R2 | 23.51% |
| Hartford Core Equity Fund R3 | 25.00% |
| DWS ESG Core Equity Fund R | 22.38% |
| American Century Large Cap Equity Fund R | 26.83% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -0.4278 |
| Beta (5Y) | 0.9299 |
| Alpha (vs YCharts Benchmark) (5Y) | -0.4278 |
| Beta (vs YCharts Benchmark) (5Y) | 0.9299 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 13.85% |
| Historical Sharpe Ratio (5Y) | 0.7827 |
| Historical Sortino (5Y) | 1.146 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 6.11% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:OIRDX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:OIRDX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |