SPWAX Max Drawdown (5Y) Insights

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Max Drawdown (5Y) Chart

Sep '18

Jan '19

May '19

285.00

270.00

255.00

240.00

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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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Minimum

Maximum

Average

Median

Max Drawdown (5Y) Benchmarks

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UBS US Small Cap Growth Fund A	40.82%
Optimum Small-Mid Cap Growth Fund A	35.95%
Calamos Timpani SMID Growth Fund A	46.49%
Goldman Sachs Small Cap Growth Fund A	41.75%
1290 Essex Small Cap Growth Fund A	--

Max Drawdown (5Y) Related Metrics

Alpha (5Y)	-9.546
Beta (5Y)	1.071
Alpha (vs YCharts Benchmark) (5Y)	1.336
Beta (vs YCharts Benchmark) (5Y)	0.8518
Annualized Standard Deviation of Monthly Returns (5Y Lookback)	20.39%
Historical Sharpe Ratio (5Y)	0.258
Historical Sortino (5Y)	0.4123
Monthly Value at Risk (VaR) 5% (5Y Lookback)	9.50%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y

Latest Data Point: =YCP("M:SPWAX", "max_drawdown_5y")

Last 5 Data Points: =YCS("M:SPWAX", "max_drawdown_5y", -4)

To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.

American Beacon Stephens Small Cap Growth Fd A (SPWAX)

SPWAX Max Drawdown (5Y): 37.60% for June 30, 2025

Max Drawdown (5Y) Chart

Historical Data

Max Drawdown Definition

Max Drawdown (5Y) Range, Past 5 Years

Max Drawdown (5Y) Benchmarks

Max Drawdown (5Y) Related Metrics

Max Drawdown (5Y) Excel Add-In Codes