Schwab Dividend Equity Fund (SWDSX)

18.33 -0.01 (-0.05%) USD  |  Mar 13 2026
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SWDSX Max Drawdown (5Y): 17.93% for Feb. 28, 2026

Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
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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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Median

Max Drawdown (5Y) Benchmarks

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Lord Abbett Affiliated Fund F 19.34%
Payden Equity Income Fund SI 16.41%
Voya Large Cap Value Fund W 18.00%
Schwab US Large-Cap Value Index Fund 19.05%
Madison Dividend Income Fund R6 18.23%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) 0.7085
Beta (5Y) 0.7349
Alpha (vs YCharts Benchmark) (5Y) 0.7085
Beta (vs YCharts Benchmark) (5Y) 0.7349
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 11.86%
Historical Sharpe Ratio (5Y) 0.732
Historical Sortino (5Y) 1.193
Monthly Value at Risk (VaR) 5% (5Y Lookback) 4.83%

Max Drawdown (5Y) Excel Add-In Codes

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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.