Schwab Dividend Equity Fund (SWDSX)
18.68
+0.12
(+0.65%)
USD |
Jan 30 2026
SWDSX Max Drawdown (5Y): 17.93% for Dec. 31, 2025
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
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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Minimum
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Maximum
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Average
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Median
Max Drawdown (5Y) Benchmarks
| Lord Abbett Affiliated Fund F | 19.34% |
| Payden Equity Income Fund SI | 16.41% |
| Schwab US Large-Cap Value Index Fund | 19.05% |
| Federated Hermes Strategic Dividend Growth Fd F | 19.17% |
| SA US Value Fund | 20.42% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | 0.1058 |
| Beta (5Y) | 0.7415 |
| Alpha (vs YCharts Benchmark) (5Y) | 0.1058 |
| Beta (vs YCharts Benchmark) (5Y) | 0.7415 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 11.93% |
| Historical Sharpe Ratio (5Y) | 0.7052 |
| Historical Sortino (5Y) | 1.156 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 4.83% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:SWDSX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:SWDSX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |