TBARX Max Drawdown (5Y) Insights

Touchstone Balanced Fund R6 (TBARX)

28.35 +0.04 (+0.14%) USD | Dec 16 2024

Max Drawdown (5Y) Chart

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Sep '18

Jan '19

May '19

285.00

270.00

255.00

240.00

View Cumulative Total Returns Versus Peers

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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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PGIM Balanced Fund R	26.56%
Federated Hermes MDT Balance R6	25.99%
State Street Balanced Index Fund K	--
John Hancock Balanced Fund R5	21.01%
Fidelity Puritan Fund K	23.91%

Max Drawdown (5Y) Excel Add-In Codes

View Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y

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

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

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