Invesco Small Cap Equity Fund A (SMEAX)
16.72
+0.09
(+0.54%)
USD |
Jun 09 2026
SMEAX Max Drawdown (5Y): 31.19% for May 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 |
|---|---|
| May 31, 2026 | 31.19% |
| April 30, 2026 | 31.19% |
| March 31, 2026 | 31.19% |
| February 28, 2026 | 31.19% |
| January 31, 2026 | 31.19% |
| December 31, 2025 | 31.19% |
| November 30, 2025 | 31.19% |
| October 31, 2025 | 31.19% |
| September 30, 2025 | 31.19% |
| August 31, 2025 | 31.19% |
| July 31, 2025 | 31.19% |
| June 30, 2025 | 31.19% |
| May 31, 2025 | 31.19% |
| April 30, 2025 | 31.19% |
| March 31, 2025 | 36.65% |
| February 28, 2025 | 41.38% |
| January 31, 2025 | 41.38% |
| December 31, 2024 | 41.38% |
| November 30, 2024 | 41.38% |
| October 31, 2024 | 41.38% |
| September 30, 2024 | 41.38% |
| August 31, 2024 | 41.38% |
| July 31, 2024 | 41.38% |
| June 30, 2024 | 41.38% |
| May 31, 2024 | 41.38% |
| Date | Value |
|---|---|
| April 30, 2024 | 41.38% |
| March 31, 2024 | 41.38% |
| February 29, 2024 | 41.38% |
| January 31, 2024 | 41.38% |
| December 31, 2023 | 41.38% |
| November 30, 2023 | 41.38% |
| October 31, 2023 | 41.38% |
| September 30, 2023 | 41.38% |
| August 31, 2023 | 41.38% |
| July 31, 2023 | 41.38% |
| June 30, 2023 | 41.38% |
| May 31, 2023 | 41.38% |
| April 30, 2023 | 41.38% |
| March 31, 2023 | 41.38% |
| February 28, 2023 | 41.38% |
| January 31, 2023 | 41.38% |
| December 31, 2022 | 41.38% |
| November 30, 2022 | 41.38% |
| October 31, 2022 | 41.38% |
| September 30, 2022 | 41.38% |
| August 31, 2022 | 41.38% |
| July 31, 2022 | 41.38% |
| June 30, 2022 | 41.38% |
| May 31, 2022 | 41.38% |
| April 30, 2022 | 41.38% |
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 Main Street Small Cap Fund A | 28.20% |
| Principal SmallCap Fund A | 31.17% |
| Invesco Small Cap Growth Fund A | 47.05% |
| JPMorgan Small Cap Blend Fund A | 29.45% |
| JPMorgan Small Cap Equity Fund A | 26.40% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -8.323 |
| Beta (5Y) | 1.093 |
| Alpha (vs YCharts Benchmark) (5Y) | 0.4522 |
| Beta (vs YCharts Benchmark) (5Y) | 0.9184 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 19.19% |
| Historical Sharpe Ratio (5Y) | 0.1711 |
| Historical Sortino (5Y) | 0.2909 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 8.79% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:SMEAX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:SMEAX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |