Payson Total Return Fund (PBFDX)

36.98 +0.01 (+0.03%) USD  |  Mar 19 2026
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PBFDX Max Drawdown (5Y): 22.18% for Feb. 28, 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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iShares Russell 1000 LC Idx Fund Investor A 25.26%
North Country Large Cap Equity Fund 26.80%
Northern Large Cap Core Fund 22.35%
Bridges Investment Fund 32.57%
WesMark Large Company Fund 26.93%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) 0.6710
Beta (5Y) 0.9861
Alpha (vs YCharts Benchmark) (5Y) 0.671
Beta (vs YCharts Benchmark) (5Y) 0.9861
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 15.19%
Historical Sharpe Ratio (5Y) 0.7487
Historical Sortino (5Y) 1.114
Monthly Value at Risk (VaR) 5% (5Y Lookback) 7.29%

Max Drawdown (5Y) Excel Add-In Codes

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