🧰 UtlKit

Drawdown Calculator

Analyze peak-to-trough declines in your portfolio value series.

Understanding Drawdown

What is Drawdown?

Drawdown measures the peak-to-trough decline in portfolio or asset value. Maximum drawdown is the largest historical decline from peak to trough before a new peak is reached. It is one of the most important risk metrics for evaluating investment strategies.

Drawdown Formulas

Drawdown = (Peak - Trough) / Peak × 100%

Drawdown Benchmarks

< 10%

Low risk. Typical of bonds, index funds, or very conservative strategies.

10% - 25%

Moderate risk. Common for diversified equity portfolios.

25% - 50%

High risk. Concentrated positions, leveraged strategies, or crypto.

> 50%

Extreme risk. May indicate a strategy that could face catastrophic losses.

Frequently Asked Questions

What is Maximum Drawdown?

Maximum Drawdown is the largest peak-to-trough decline in portfolio value. It measures the worst-case loss scenario.

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📊 Data Summary (auto-filled)

Tool: drawdown-calculator · /tools/drawdown-calculator/

What is this tool?

Drawdown measures the peak-to-trough decline of an investment portfolio or trading account. Maximum drawdown is the largest percentage drop from a historical peak to a subsequent trough before a new peak is reached. It is a critical risk metric that shows the worst-case loss an investor might experience, helping evaluate risk tolerance and position sizing.

How to use

  1. 1

    Enter peak value

    Input the highest portfolio value reached.

  2. 2

    Enter trough value

    Input the lowest value after the peak before recovering.

  3. 3

    View drawdown metrics

    See drawdown percentage, recovery amount needed, and recovery factor.

Frequently Asked Questions

What is an acceptable maximum drawdown?

It depends on strategy. Index funds typically have 10-30% max drawdowns. Active trading strategies may target 5-15%. High-risk strategies like crypto can see 50-80%. The key is knowing your limit before investing—never let drawdown exceed what you can emotionally handle.

How long does recovery take after a 50% drawdown?

To recover from a 50% drawdown, you need a 100% return (if you lost $50 on $100, you need $50 gain on remaining $50). A 75% drawdown requires a 300% return. The larger the drawdown, the exponentially harder the recovery.

How do I calculate drawdown from a series of returns?

To calculate drawdown, first compute the running peak (cumulative maximum) of your portfolio value at each point in time. Then drawdown at each point = (current value - running peak) / running peak × 100%. The maximum drawdown is the most negative value in this series. For example, if your portfolio goes from $10,000 peak to $7,000, the drawdown is -30%.