Nuveen Core Plus Bond Fund W (TCBWX)

9.16 -0.03 (-0.33%) USD  |  Dec 13 2024
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TCBWX Max Drawdown (5Y): 18.04% for Nov. 30, 2024

Max Drawdown (5Y) Chart

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Sep '18
Jan '19
May '19
 
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270.00
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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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Max Drawdown (5Y) Benchmarks

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Nuveen Core Bond Fund W 18.01%
Bridge Builder Core Plus Bond Fund 17.72%
John Hancock Bond Fund NAV 19.14%
American Funds Strategic Bond Fund F2 18.82%
Dodge & Cox Income Fund X 16.29%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) 1.236
Beta (5Y) 1.004
Alpha (vs YCharts Benchmark) (5Y) 1.236
Beta (vs YCharts Benchmark) (5Y) 1.004
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 6.95%
Historical Sharpe Ratio (5Y) -0.1718
Historical Sortino (5Y) -0.2396
Monthly Value at Risk (VaR) 5% (5Y Lookback) 3.16%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:TCBWX", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:TCBWX", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.