VALIC Company US Socially Responsible Fund (VSRDX)
19.72
+0.10
(+0.51%)
USD |
Oct 02 2026
VSRDX Max Drawdown (5Y): 25.69% for Sept. 30, 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 |
|---|---|
| September 30, 2026 | 25.69% |
| August 31, 2026 | 25.69% |
| July 31, 2026 | 25.69% |
| June 30, 2026 | 25.69% |
| May 31, 2026 | 25.69% |
| April 30, 2026 | 25.69% |
| March 31, 2026 | 25.69% |
| February 28, 2026 | 25.69% |
| January 31, 2026 | 25.69% |
| December 31, 2025 | 25.69% |
| November 30, 2025 | 25.69% |
| October 31, 2025 | 25.69% |
| September 30, 2025 | 25.69% |
| August 31, 2025 | 25.69% |
| July 31, 2025 | 25.69% |
| June 30, 2025 | 25.69% |
| May 31, 2025 | 25.69% |
| April 30, 2025 | 25.69% |
| March 31, 2025 | 27.18% |
| February 28, 2025 | 34.95% |
| January 31, 2025 | 34.95% |
| December 31, 2024 | 34.95% |
| November 30, 2024 | 34.95% |
| October 31, 2024 | 34.95% |
| September 30, 2024 | 34.95% |
| Date | Value |
|---|---|
| August 31, 2024 | 34.95% |
| July 31, 2024 | 34.95% |
| June 30, 2024 | 34.95% |
| May 31, 2024 | 34.95% |
| April 30, 2024 | 34.95% |
| March 31, 2024 | 34.95% |
| February 29, 2024 | 34.95% |
| January 31, 2024 | 34.95% |
| December 31, 2023 | 34.95% |
| November 30, 2023 | 34.95% |
| October 31, 2023 | 34.95% |
| September 30, 2023 | 34.95% |
| August 31, 2023 | 34.95% |
| July 31, 2023 | 34.95% |
| June 30, 2023 | 34.95% |
| May 31, 2023 | 34.95% |
| April 30, 2023 | 34.95% |
| March 31, 2023 | 34.95% |
| February 28, 2023 | 34.95% |
| January 31, 2023 | 34.95% |
| December 31, 2022 | 34.95% |
| November 30, 2022 | 34.95% |
| October 31, 2022 | 34.95% |
| September 30, 2022 | 34.95% |
| August 31, 2022 | 34.95% |
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
| Payson Total Return Fund | 22.18% |
| Meehan Focus Fund | 26.19% |
| Boston Trust Walden Equity Fund | 21.99% |
| WesMark Large Company Fund | 26.93% |
| Northern Large Cap Core Fund | 22.35% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -1.520 |
| Beta (5Y) | 0.9753 |
| Alpha (vs YCharts Benchmark) (5Y) | -1.520 |
| Beta (vs YCharts Benchmark) (5Y) | 0.9753 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 15.44% |
| Historical Sharpe Ratio (5Y) | 0.5334 |
| Historical Sortino (5Y) | 0.8529 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 6.76% |