Mutual fund compare tool max drawdown11/7/2023 ![]() The Company cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. ![]() The maximum drawdown on a mutual fund, for example, is the. All necessary precautions have been taken to avoid any error, lapse or insufficiency, however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. A drawdown is defined as the loss incurred by an investment during a certain period of time, measured from its peak to its lowest point. Maximum Drawdown (MDD) is a risk metric that measures the largest single drop from peak to bottom in the value of a portfolio, before a new peak is attained. The industry standard is to calculate this over a three-year period using monthly data. This statistic serves as a Average Drawdown downside risk measure for the Sterling Ratio. has gathered the data, information, statistics from sources believed to be highly reliable and true. The average of the yearly Max Drawdown measures. Charges are less than the market average a £60 fee for setting up drawdown and a £90 charge for adding pension funds to a drawdown account. Please consider your specific investment requirements, risk tolerance, investment goal, time frame and the cost associated with the investment before choosing a mutual fund / fixed deposit, or designing a portfolio of mutual funds that suits your needs. Its SIPP has been awarded a five-star rating from Times Money Mentor, while its drawdown fee rating for this product gained four stars. Implement your strategies derived from this stock and mutual fund comparison tool by using custom Scoring Models with user-defined metrics and weights to objectively rank holdings. Past performance of the schemes is neither an indicator nor a guarantee of future performance. Utilize over 4,000 financial metrics including tax cost ratio, max drawdown, beta, ESG scores, and more to power better, more insightful analysis with Comp Tables. Please read the scheme information and other related documents carefully before investing. It is defined as the percentage decline from the funds highest net asset value (peak. This mutual fund seeks long-term capital appreciation and returns that. Peak-To-Valley Drawdown: A fund or money managers largest cumulative percentage decline in net asset value. Mutual fund investments are subject to market risks. VBIAX hitting nearly 8.2 returns over 15 years at a higher max drawdown of -32.5.
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