Principal Diversified Income Fund A (PGBAX)

11.92 -0.01 (-0.08%) USD  |  Dec 04 2025
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PGBAX Max Drawdown (5Y): 14.73% for Nov. 30, 2025

Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
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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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Eaton Vance Strategic Income Fund A 6.33%
Columbia Strategic Income Fund A 16.31%
Allspring Income Plus Fund A 13.12%
Aristotle Strategic Income Fund A 13.99%
JPMorgan Income Fund A 11.45%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) 2.840
Beta (5Y) 0.7482
Alpha (vs YCharts Benchmark) (5Y) 3.407
Beta (vs YCharts Benchmark) (5Y) 0.6201
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 5.58%
Historical Sharpe Ratio (5Y) 0.0445
Historical Sortino (5Y) 0.0669
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:PGBAX", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:PGBAX", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.