SZIIX 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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Fidelity Advisor Environmental Bond Fund Z	--
AB Income Fund Z	21.16%
JPMorgan Total Return Fund I	18.84%
American Century Core Plus Fund I	19.50%
BNY Mellon Core Plus Fund Y	18.89%

Max Drawdown (5Y) Related Metrics

Alpha (5Y)	0.9340
Beta (5Y)	1.039
Alpha (vs YCharts Benchmark) (5Y)	0.934
Beta (vs YCharts Benchmark) (5Y)	1.039
Annualized Standard Deviation of Monthly Returns (5Y Lookback)	6.40%
Historical Sharpe Ratio (5Y)	-0.3972
Historical Sortino (5Y)	-0.6276
Monthly Value at Risk (VaR) 5% (5Y Lookback)	3.08%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y

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

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

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

DWS Total Return Bond Fund Institutional (SZIIX)

SZIIX Max Drawdown (5Y): 19.52% for April 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