USQ Core Real Estate Fund I (USQIX)
14.15
+0.01
(+0.07%)
USD |
Aug 25 2026
USQIX Max Drawdown (5Y): 21.22% 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 | 21.22% |
| June 30, 2026 | 21.22% |
| May 31, 2026 | 21.22% |
| April 30, 2026 | 21.22% |
| March 31, 2026 | 21.22% |
| February 28, 2026 | 21.22% |
| January 31, 2026 | 21.22% |
| December 31, 2025 | 21.22% |
| November 30, 2025 | 21.22% |
| October 31, 2025 | 21.22% |
| September 30, 2025 | 21.22% |
| August 31, 2025 | 21.22% |
| July 31, 2025 | 21.22% |
| June 30, 2025 | 21.22% |
| May 31, 2025 | 21.22% |
| April 30, 2025 | 21.22% |
| March 31, 2025 | 21.22% |
| February 28, 2025 | 21.22% |
| January 31, 2025 | 21.22% |
| December 31, 2024 | 21.22% |
| November 30, 2024 | 21.22% |
| October 31, 2024 | 21.22% |
| September 30, 2024 | 21.22% |
| August 31, 2024 | 21.09% |
| July 31, 2024 | 20.99% |
| Date | Value |
|---|---|
| June 30, 2024 | 20.92% |
| May 31, 2024 | 20.67% |
| April 30, 2024 | 20.29% |
| March 31, 2024 | 20.15% |
| February 29, 2024 | 18.93% |
| January 31, 2024 | 18.07% |
| December 31, 2023 | 17.25% |
| November 30, 2023 | 14.07% |
| October 31, 2023 | 13.01% |
| September 30, 2023 | 13.01% |
| August 31, 2023 | 11.63% |
| July 31, 2023 | 10.79% |
| June 30, 2023 | 10.08% |
| May 31, 2023 | 9.06% |
| April 30, 2023 | 8.26% |
| March 31, 2023 | 7.49% |
| February 28, 2023 | 6.74% |
| January 31, 2023 | 5.91% |
| December 31, 2022 | 5.19% |
| November 30, 2022 | 2.12% |
| October 31, 2022 | 2.00% |
| September 30, 2022 | 2.00% |
| August 31, 2022 | 2.00% |
| July 31, 2022 | 2.00% |
| June 30, 2022 | 2.00% |
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
--
Minimum
--
Maximum
--
Average
--
Median
Max Drawdown (5Y) Benchmarks
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -2.887 |
| Beta (5Y) | -0.0531 |
| Alpha (vs YCharts Benchmark) (5Y) | -3.296 |
| Beta (vs YCharts Benchmark) (5Y) | -0.0135 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 4.48% |
| Historical Sharpe Ratio (5Y) | -0.7332 |
| Historical Sortino (5Y) | -1.06 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 2.00% |