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Glossary

Drawdown

Definition

A drawdown is the decline in an investment's value from its peak to its subsequent low, usually expressed as a percentage.

If a portfolio grows to $200,000, falls to $150,000, and later recovers, it experienced a 25% drawdown. Maximum drawdown — the worst such fall over a period — is one of the most concrete ways to describe an investment's risk, because it answers the question investors actually feel: how bad did it get?

Why it matters in practice

Recovering from a drawdown requires a larger percentage gain than the loss itself: a 25% fall needs a 33% rise, and a 50% fall needs a 100% rise. Asking "what drawdown could this portfolio plausibly see, and could I hold through it?" before investing is a more honest risk conversation than comparing average returns. The word also describes something different — the withdrawal phase of retirement — so context matters.

Related terms: Volatility · Bear Market · Risk Tolerance · Standard Deviation · Sequence-of-Returns Risk

Glossary definitions are educational and general. They are not investment, legal or tax advice, individual circumstances vary, and simplified definitions necessarily omit edge cases. Figures, limits and rules cited change over time — confirm current rules before acting. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.