Glossary · Risk and suitability

Maximum drawdown

Maximum drawdown is the largest peak-to-trough decline a portfolio experienced over a period, before recovering.

It is often the most useful single risk number to show a client, because it is the one they can imagine living through.

It is also period-dependent: a strategy's worst drawdown is a function of which years you measure.

Questions this did not answer? Ask them directly — that is what the twenty minutes is for.

Schedule a call to see for yourself Call 888-GET-UXWP