Delaware Ivy Large Cap Growth Fund A (WLGAX)

37.33 -0.31 (-0.82%) USD  |  Dec 13 2024
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WLGAX Max Drawdown (5Y): 31.96% for Nov. 30, 2024

Max Drawdown (5Y) Chart

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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
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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Franklin Growth Fund A 32.52%
Pioneer Fundamental Growth Fund A 31.47%
Calamos Growth Fund A 37.32%
ClearBridge Large Cap Growth Fund A 38.36%
John Hancock Blue Chip Growth Fund A 42.90%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) 0.7736
Beta (5Y) 1.053
Alpha (vs YCharts Benchmark) (5Y) -1.362
Beta (vs YCharts Benchmark) (5Y) 0.9498
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 20.56%
Historical Sharpe Ratio (5Y) 0.7216
Historical Sortino (5Y) 0.8989
Monthly Value at Risk (VaR) 5% (5Y Lookback) 9.60%

Max Drawdown (5Y) Excel Add-In Codes

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