Portland Focused Plus Fund Series P (PTL060)
110.58
+5.75
(+5.49%)
CAD |
Oct 30 2026
PTL060 Max Drawdown (5Y): 43.52% for Oct. 31, 2026
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Max Drawdown (5Y) Data
| Date | Value |
|---|---|
| October 31, 2026 | 43.52% |
| September 30, 2026 | 43.52% |
| August 31, 2026 | 43.52% |
| July 31, 2026 | 43.52% |
| June 30, 2026 | 43.52% |
| May 31, 2026 | 43.52% |
| April 30, 2026 | 43.52% |
| March 31, 2026 | 43.52% |
| February 28, 2026 | 43.52% |
| January 31, 2026 | 43.52% |
| December 31, 2025 | 43.52% |
| November 30, 2025 | 43.52% |
| October 31, 2025 | 43.52% |
| September 30, 2025 | 43.52% |
| August 31, 2025 | 43.52% |
| July 31, 2025 | 43.52% |
| June 30, 2025 | 43.52% |
| May 31, 2025 | 43.52% |
| April 30, 2025 | 43.52% |
| March 31, 2025 | 43.52% |
| February 28, 2025 | 43.52% |
| January 31, 2025 | 43.52% |
| December 31, 2024 | 43.52% |
| November 30, 2024 | 43.52% |
| October 31, 2024 | 43.52% |
| Date | Value |
|---|---|
| September 30, 2024 | 43.52% |
| August 31, 2024 | 43.52% |
| July 31, 2024 | 43.52% |
| June 30, 2024 | 43.52% |
| May 31, 2024 | 43.52% |
| April 30, 2024 | 43.52% |
| March 31, 2024 | 43.52% |
| February 29, 2024 | 43.52% |
| January 31, 2024 | 43.52% |
| December 31, 2023 | 43.52% |
| November 30, 2023 | 43.52% |
| October 31, 2023 | 43.52% |
| September 30, 2023 | 39.72% |
| August 31, 2023 | 36.89% |
| July 31, 2023 | 36.89% |
| June 30, 2023 | 36.89% |
| May 31, 2023 | 36.89% |
| April 30, 2023 | 35.72% |
| March 31, 2023 | 35.72% |
| February 28, 2023 | 35.72% |
| January 31, 2023 | 35.72% |
| December 31, 2022 | 35.72% |
| November 30, 2022 | 32.26% |
| October 31, 2022 | 32.26% |
| September 30, 2022 | 32.26% |
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
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -6.682 |
| Beta (5Y) | 1.520 |
| Alpha (vs YCharts Benchmark) (5Y) | 8.788 |
| Beta (vs YCharts Benchmark) (5Y) | 0.5591 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 28.48% |
| Historical Sharpe Ratio (5Y) | 0.3251 |
| Historical Sortino (5Y) | 0.5979 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 12.24% |