Value Line Capital Appreciation Fund Investor (VALIX)
14.59
+0.03
(+0.21%)
USD |
Dec 24 2025
VALIX Max Drawdown (5Y): 35.08% for Nov. 30, 2025
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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Median
Max Drawdown (5Y) Benchmarks
| Vanguard Balanced Index Fund Investor | 21.61% |
| HCM Multi-Asset Plus Fund Investor | 28.43% |
| 1919 Socially Responsive Balanced Fund C | 24.48% |
| Sit Balanced Fund | 24.72% |
| Fidelity Puritan K6 Fund | 22.33% |
Max Drawdown (5Y) Related Metrics
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:VALIX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:VALIX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |