X-Square Balanced Fund LLC Inst (SQBIX)

15.75 +0.02 (+0.13%) USD  |  Apr 09 2026
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SQBIX Max Drawdown (5Y): 17.69% for March 31, 2026

Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
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270.00
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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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Median

Max Drawdown (5Y) Benchmarks

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Transamerica Balanced II I3 20.77%
American Century Balanced Fund I 22.36%
JNL/WMC Balanced Fund I 20.08%
Abraham Fortress Fund I 19.02%
Victory Pioneer Balanced Fund Y 20.25%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -2.302
Beta (5Y) 0.6477
Alpha (vs YCharts Benchmark) (5Y) 5.228
Beta (vs YCharts Benchmark) (5Y) 1.089
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 10.19%
Historical Sharpe Ratio (5Y) 0.3245
Historical Sortino (5Y) 0.4935
Monthly Value at Risk (VaR) 5% (5Y Lookback) 4.64%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:SQBIX", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:SQBIX", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.