Principal Small-MidCap Dividend Income Fund R6 (PMDHX)
17.79
+0.22
(+1.25%)
USD |
May 08 2025
PMDHX Max Drawdown (5Y): 34.64% for April 30, 2025
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Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
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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
| Nuveen Mid Cap Value Fund R6 | 32.51% |
| MFS Mid Cap Value Fund R3 | 28.74% |
| Victory Sycamore Established Value Fund R | 27.32% |
| Fidelity Value Fund K | 34.43% |
| Invesco Value Opportunities Fund R6 | 36.94% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -2.292 |
| Beta (5Y) | 0.9778 |
| Alpha (vs YCharts Benchmark) (5Y) | -2.292 |
| Beta (vs YCharts Benchmark) (5Y) | 0.9778 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 17.54% |
| Historical Sharpe Ratio (5Y) | 0.5905 |
| Historical Sortino (5Y) | 1.075 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 7.64% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:PMDHX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:PMDHX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |