DWS Small Cap Core Fund A (SZCAX)
55.27
-0.28
(-0.50%)
USD |
Aug 24 2026
SZCAX Max Drawdown (5Y): 22.71% for July 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 |
|---|---|
| July 31, 2026 | 22.71% |
| June 30, 2026 | 22.71% |
| May 31, 2026 | 22.71% |
| April 30, 2026 | 22.71% |
| March 31, 2026 | 22.71% |
| February 28, 2026 | 22.71% |
| January 31, 2026 | 22.71% |
| December 31, 2025 | 22.71% |
| November 30, 2025 | 22.71% |
| October 31, 2025 | 22.71% |
| September 30, 2025 | 22.71% |
| August 31, 2025 | 22.92% |
| July 31, 2025 | 22.92% |
| June 30, 2025 | 27.17% |
| May 31, 2025 | 27.96% |
| April 30, 2025 | 36.17% |
| March 31, 2025 | 44.73% |
| February 28, 2025 | 48.17% |
| January 31, 2025 | 48.17% |
| December 31, 2024 | 48.17% |
| November 30, 2024 | 48.17% |
| October 31, 2024 | 48.17% |
| September 30, 2024 | 48.17% |
| August 31, 2024 | 48.17% |
| July 31, 2024 | 48.17% |
| Date | Value |
|---|---|
| June 30, 2024 | 48.17% |
| May 31, 2024 | 48.17% |
| April 30, 2024 | 48.17% |
| March 31, 2024 | 48.17% |
| February 29, 2024 | 48.17% |
| January 31, 2024 | 48.17% |
| December 31, 2023 | 48.17% |
| November 30, 2023 | 48.17% |
| October 31, 2023 | 48.17% |
| September 30, 2023 | 48.17% |
| August 31, 2023 | 48.17% |
| July 31, 2023 | 48.17% |
| June 30, 2023 | 48.17% |
| May 31, 2023 | 48.17% |
| April 30, 2023 | 48.17% |
| March 31, 2023 | 48.17% |
| February 28, 2023 | 48.17% |
| January 31, 2023 | 48.17% |
| December 31, 2022 | 48.17% |
| November 30, 2022 | 48.17% |
| October 31, 2022 | 48.17% |
| September 30, 2022 | 48.17% |
| August 31, 2022 | 48.17% |
| July 31, 2022 | 48.17% |
| June 30, 2022 | 48.17% |
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
| ClearBridge Small Cap Fund A | 29.40% |
| Nomura Small Cap Core Fund A | 26.85% |
| Natixis Vaughan Nelson Small Cap Fund A | 24.96% |
| Calvert Small-Cap Fund A | 25.25% |
| Nuveen Quant Small Cap Equity Fund A | 28.00% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -4.006 |
| Beta (5Y) | 0.7261 |
| Alpha (vs YCharts Benchmark) (5Y) | 0.2671 |
| Beta (vs YCharts Benchmark) (5Y) | 0.6971 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 14.43% |
| Historical Sharpe Ratio (5Y) | 0.1856 |
| Historical Sortino (5Y) | 0.2982 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 6.62% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:SZCAX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:SZCAX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |