Thornburg American Opportunities Fund A (TVAFX)
85.17
+0.26
(+0.31%)
USD |
Apr 09 2026
TVAFX Max Drawdown (5Y): 28.38% for March 31, 2026
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Data
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
| Invesco Main Street Small Cap Fund A | 28.20% |
| abrdn US Small Cap Equity Fund A | 35.78% |
| Principal SmallCap Fund A | 31.17% |
| Invesco Small Cap Equity Fund A | 31.19% |
| Thornburg Focus Growth Fund A | 48.47% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -8.519 |
| Beta (5Y) | 0.9882 |
| Alpha (vs YCharts Benchmark) (5Y) | -0.2545 |
| Beta (vs YCharts Benchmark) (5Y) | 0.8067 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 17.52% |
| Historical Sharpe Ratio (5Y) | 0.0023 |
| Historical Sortino (5Y) | 0.0035 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 8.57% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:TVAFX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:TVAFX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |