Kyle Wiggs / Glossary

Glossary

Drawdown

A drawdown is the decline from a portfolio's peak value to its subsequent trough, usually expressed as a percentage. It measures the depth of a loss actually experienced, rather than the variability of returns around an average.

Peak to trough

Maximum drawdown is the largest such decline over a period. Duration matters too: how long the fall lasted, and how long it took to recover the previous peak.

Recovery time is frequently the harder part to sit through. A short sharp fall is easier to tolerate than a long grinding one of the same depth.

Why it communicates better than standard deviation

Standard deviation treats upside and downside identically, which no investor does. Drawdown describes only the part people actually mind.

Asking a client how they would feel about a portfolio falling by a specific percentage over a specific period gets a more useful answer than asking about volatility.

What it does not tell you

It is a historical measurement of a specific period. It is not a limit, a boundary, or a prediction, and a strategy's largest past decline is not a forecast of its largest future one.

Relevance to capacity

A drawdown figure is only meaningful against a plan. The same decline is survivable at thirty years from a goal and potentially not at three, which is a capacity question.