Recovery Factor

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How many max-drawdowns has your portfolio earned back?

Quick Answer

What is Recovery Factor?

Recovery factor is total return divided by the absolute value of maximum drawdown. A recovery factor of 5.0 means the portfolio earned 5x its worst drawdown in cumulative return. It is a simple sanity check: has this portfolio recovered enough to justify its worst moments?

Recovery Factor = Total Return / |Max Drawdown|

Formula

Recovery Factor = Rtotal / |MaxDD|
Rtotal = cumulative total return over the window · |MaxDD| = absolute value of max drawdown over the same window

Total return is non-annualized — just cumulative gain. So Recovery Factor grows over time (assuming returns are positive on average) even if Calmar stays steady.

Intuition — what is this number telling you?

Recovery Factor is the most intuitive form of "is the pain worth it?" If you had a −30% drawdown and total return of 90%, your Recovery Factor is 3.0 — three drawdowns recovered. That feels reasonable. Recovery Factor below 1.0 means you have not yet recovered the depth of your worst drawdown, which is psychologically a different state.

Worked example

Step-by-step

Cumulative total return over 8 years: +185%. Max drawdown over the period: −42%.

Recovery Factor = 185% / 42% = 4.4

You earned 4.4 times your worst drawdown in cumulative gains — a healthy ratio.

What's a good Recovery Factor value?

Recovery Factor scales with time. For long-run portfolios (10+ years), above 3.0 is good. Below 1.0 means you have not earned back your worst drawdown — concerning regardless of horizon.

Related metrics

Calmar Ratio  ·  Maximum Drawdown  ·  Sterling Ratio

Frequently asked questions about Recovery Factor

How is Recovery Factor different from Calmar?

Calmar uses annualized return; Recovery Factor uses cumulative total return. Recovery Factor grows linearly with time.

What is a bad Recovery Factor?

Below 1.0 means you have not yet earned back the depth of your worst drawdown. For long-horizon portfolios, this is a serious warning sign.

Does Recovery Factor scale with time?

Yes — assuming positive long-run returns, Recovery Factor grows over time even if the underlying strategy quality is constant.

Does Foliolytic compute Recovery Factor?

Yes — in the drawdown section of the metrics panel.

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