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Portfolio Risk Analysis

Free Maximum Drawdown Calculator

Upload your brokerage CSV and instantly see the deepest losses your portfolio has endured, how long they lasted, and how long recovery took. No signup, no data stored.

What is Maximum Drawdown?

Maximum drawdown (MDD) measures the largest peak-to-trough decline in a portfolio's value before a new peak is established. It captures the worst possible loss an investor could have experienced during a given period — the number that answers the question "how bad did it actually get?"

The calculation tracks the running high-water mark of portfolio value. At every point in time, it measures how far the current value has fallen from that peak. The largest of these declines across the entire history becomes the maximum drawdown.

Formula
MDD = (Trough Value - Peak Value) / Peak Value
Where Peak Value is the highest portfolio value before the trough, and Trough Value is the lowest point before recovery to a new peak.

Hedge funds, endowments, and institutional allocators track maximum drawdown religiously because it tells them something volatility alone cannot: how much capital was actually at risk during the worst period. A portfolio with low standard deviation can still have a devastating drawdown if the losses are concentrated. Two portfolios with identical Sharpe ratios can have radically different drawdown profiles — and the one with the deeper drawdown is harder to recover from.

Three Components of Every Drawdown

A drawdown is not a single number. It has three dimensions, and understanding all three is essential to evaluating portfolio risk honestly.

1

Depth

The percentage decline from peak to trough. A -35% drawdown means the portfolio lost more than a third of its value. Depth determines how much return is needed to recover — and the math is asymmetric: a 50% loss requires a 100% gain.

2

Duration

The number of days from the peak to the trough — how long the portfolio took to reach its lowest point. A slow, grinding decline over 18 months tests investor discipline differently than a sharp crash over 3 weeks.

3

Recovery

The number of days from the trough back to the previous peak. Some drawdowns recover in weeks. The S&P 500 took over 5 years to recover from its 2007-2009 drawdown. Crypto drawdowns have taken even longer.

What Good and Bad Drawdowns Look Like

Not all drawdowns are equal. A 10% pullback in a diversified portfolio is normal market behavior. A 50% decline is a generational event that permanently changes investor psychology.

Drawdown Risk Level Context
0 - 10% Conservative Normal market fluctuation. Typical of bond-heavy or diversified portfolios. Recoveries usually measured in weeks.
10 - 20% Moderate Standard equity correction territory. The S&P 500 experiences a 10-20% drawdown roughly every 2-3 years on average.
20 - 30% Aggressive Entering bear market range. Concentrated portfolios or high-beta strategies see this regularly. Requires 25-43% gain to recover.
30 - 50% High Risk Major bear market (2008, 2020 COVID crash for some sectors). A 40% drawdown needs a 67% gain to break even.
50%+ Extreme Catastrophic loss. Requires 100%+ return to recover. Common in single stocks, leveraged ETFs, and crypto. Many portfolios never recover.

How Foliolytic Analyzes Your Drawdowns

Foliolytic takes your raw transaction history and builds a complete drawdown profile. No manual calculations, no spreadsheet formulas, no guesswork.

1

Upload your brokerage CSV

Export from any major broker — Interactive Brokers, Fidelity, Schwab, Robinhood, Coinbase, Kraken, and more. The parser auto-detects format.

2

Daily portfolio reconstruction

Foliolytic matches your transactions against 1,400+ tickers with price history back to 2000 and reconstructs your portfolio's daily value.

3

Full drawdown analysis

Every drawdown period is identified: depth, duration to trough, recovery time. The worst drawdown is highlighted and its exact dates reported.

4

Underwater chart

A visual timeline showing every period your portfolio spent below its high-water mark, with shading proportional to drawdown depth.

5

Risk metrics suite

Drawdown analysis is paired with 70+ other metrics: Calmar ratio, Ulcer Index, Sharpe, Sortino, VaR, and more — all calculated from the same upload.

Analyze Your Portfolio's Drawdowns Free

Upload a CSV, get full drawdown analysis in seconds. No signup, no data retention.

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Risk Metrics Calculated Alongside Drawdown

Maximum drawdown does not exist in isolation. Foliolytic calculates these complementary risk metrics from the same upload to give you a complete picture.

Risk-Adjusted

Calmar Ratio

Annualized return divided by maximum drawdown. Measures how much return you earned per unit of worst-case risk. A Calmar above 3.0 is exceptional. Below 1.0 suggests the drawdowns are too severe for the returns delivered.

Volatility

Ulcer Index

The root mean square of percentage drawdowns over time — a more sensitive measure than standard deviation because it only counts downside moves and weighs deeper, longer drawdowns more heavily. Invented by Peter Martin in 1987.

Downside

Pain Index

The average drawdown depth over the full period. While max drawdown captures the worst single event, Pain Index reflects the cumulative suffering — how much time the portfolio spent underwater and how deep those underwater periods were on average.

Frequently Asked Questions

What is a maximum drawdown?

Maximum drawdown is the largest peak-to-trough percentage decline in a portfolio's value before a new peak is reached. It measures the worst-case loss an investor would have experienced during a specific period. For example, if a portfolio grows from $100,000 to $150,000 then falls to $90,000, the maximum drawdown is -40% (from the $150,000 peak to the $90,000 trough).

How long does it take to recover from a 50% drawdown?

A 50% drawdown requires a 100% gain just to break even — you need to double your money. At a 10% annual return, that takes approximately 7.3 years. At 8% annually, roughly 9 years. This asymmetry is the core reason risk management matters: it is always harder to recover from losses than it is to incur them. The S&P 500's 2007-2009 drawdown of ~57% took until 2013 to fully recover.

What is the Calmar ratio?

The Calmar ratio divides annualized return by maximum drawdown to produce a single risk-adjusted performance score. A Calmar ratio above 3.0 is considered excellent (strong returns with limited drawdown), 1.0 to 3.0 is good, and below 1.0 suggests the returns may not justify the drawdown risk. Unlike the Sharpe ratio, which penalizes all volatility equally, the Calmar ratio specifically penalizes large peak-to-trough losses.

How does Foliolytic calculate drawdowns?

Foliolytic reconstructs your portfolio's daily value from your actual transaction history and real market prices for 1,400+ tickers. It tracks the running high-water mark, measures the percentage decline at every point, identifies all drawdown periods, and reports the maximum. The analysis includes drawdown depth, duration to trough, recovery time, and a full underwater chart showing every drawdown period with daily granularity.

Can I see drawdown charts for my portfolio?

Yes. Upload any supported brokerage CSV and Foliolytic automatically generates an underwater chart visualizing every drawdown period across your portfolio's entire history. You can see the depth and duration of each decline, identify the worst drawdown with its exact dates, and compare drawdown patterns across different time periods. All processing happens in your browser — your data is never uploaded to a server.