Skip to main content
aifinhub
Risk & Portfolio Construction Formula

Maximum Drawdown Formula

Maximum drawdown is the largest percentage decline from a running peak to a subsequent trough in an equity curve. It is the single worst loss an investor holding from the prior high would have endured, and unlike volatility it measures path risk: the depth of the hole, not the average wiggle.

By AI Fin Hub Research · AI Fin Hub Team
Best Next MoveCalculators

Drawdown-Recovery Markov Simulator

Time to recover from an N% drawdown given monthly Sharpe + skew + kurtosis. Cornish-Fisher Monte Carlo, percentile distribution of recovery months.

CalculatorOpen ->

On This Page

Formula

Copy the exact expression or work through it step by step below.

Drawdown_t = Equity_t / Peak_t - 1 Peak_t = max over s <= t of Equity_s MaxDrawdown = min over t of Drawdown_t

Variables

Equity_t

Equity at time t

The cumulative account value, NAV, or price level at each point in the series.

Peak_t

Running peak (high-water mark)

The highest equity value observed up to and including time t. Drawdown is always measured against this prior maximum, not the start of the series.

Drawdown_t

Drawdown at time t

Current equity relative to the running peak, minus one, so it is zero at a new high and negative otherwise. It expresses how far below the last peak the account currently sits.

MaxDrawdown

Maximum drawdown

The most negative drawdown across the entire series, the worst single peak-to-trough fall. Reported as a negative percentage or its absolute value.

Step By Step

  1. 1

    Walk through the equity series and track the running maximum at each point.

    Equity 100, 120, 108, 132, 99 has running peaks 100, 120, 120, 132, 132.

  2. 2

    At each point compute the drawdown as current equity over the running peak minus one.

    Drawdowns: 0, 0, 108/120 - 1 = -0.10, 0, 99/132 - 1 = -0.25.

  3. 3

    Take the most negative drawdown in the series.

    The minimum of {0, 0, -0.10, 0, -0.25} is -0.25.

  4. 4

    Report it as the maximum drawdown, optionally noting the peak date, trough date, and recovery date.

    Maximum drawdown of -25%, peaking at 132 and troughing at 99.

Worked Example

Daily equity curve over five points

Equity path

100, 120, 108, 132, 99

Running peaks: 100, 120, 120, 132, 132. Drawdowns at each point: 100/100-1 = 0; 120/120-1 = 0; 108/120-1 = -0.100; 132/132-1 = 0; 99/132-1 = -0.250. The minimum is -0.250.

Maximum drawdown of -25%, occurring from the peak of 132 down to 99. Note the deepest drawdown is measured from the 132 peak even though the 99 trough is below the 100 starting value: drawdown is always relative to the prior high-water mark, which is why a strategy can have a large drawdown while still ending above its start.

Common Variations

Average drawdown: the mean of all drawdown values, used in the Sterling and Burke ratios.
Drawdown duration: time from peak to recovery rather than depth, which the Ulcer Index partially captures.
Conditional drawdown at risk (CDaR): the expected drawdown beyond a confidence level, a tail-risk analog of CVaR.

Try These Tools

Run the numbers next

Sources & References

Related Content

Keep the topic connected

Planning estimates only — not financial, tax, or investment advice.