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Risk Metric

Calmar Ratio

Calmar Ratio

Definition

The ratio of the average annual rate of return to the maximum drawdown. It measures how well an investment compensates for the risk of its largest decline.

Formula

CAGR / |Max Drawdown|

Good

> 0.5

Bad

< 0.2

Example

A portfolio with 8% CAGR and -30% max drawdown has a Calmar of 8% / 30% = 0.27. Higher values mean better return per unit of drawdown risk.

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