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Investment

أعلى تراجع

The largest peak-to-trough percentage decline in portfolio value within a specified measurement period; a key downside-risk metric in performance reports, mandated under GIPS and routinely cited in client disclosures.

Quick answer: The largest peak-to-trough percentage decline in portfolio value within a specified measurement period; a key downside-risk metric in performance reports, mandated under GIPS and routinely cited in client disclosures.

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Quick answer

The largest peak-to-trough percentage decline in portfolio value within a specified measurement period; a key downside-risk metric in performance reports, mandated under GIPS and routinely cited in client disclosures.

Why it matters

أعلى تراجع matters because it supports clear communication in Investment contexts for Financial Analysts, Bankers, and Traders. It also connects to aviation training and exam language such as CFA, ACCA, and FRM.

Editorial context

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Questions and answers

Questions and answers

What is أعلى تراجع?

In this glossary, أعلى تراجع refers to: The largest peak-to-trough percentage decline in portfolio value within a specified measurement period; a key downside-risk metric in performance reports, mandated under GIPS and routinely cited in client disclosures.

How is أعلى تراجع used in finance?

In finance communication, this term appears in contexts such as: "عند مراجعة التجميع، أشار فريق الامتثال إلى التراجع الأقصى البالغ 24٪ خلال عام 2022 لتجاوزه ميزانية المخاطر المعتمدة من المجلس، مما استدعى إضافة ملاحظة توضيحية في تقرير GIPS."

Why does أعلى تراجع matter in finance?

أعلى تراجع matters because it supports clear communication in Investment contexts for Financial Analysts, Bankers, and Traders. It also connects to aviation training and exam language such as CFA, ACCA, and FRM.

Who uses أعلى تراجع?

أعلى تراجع is mainly used by Financial Analysts, Bankers, and Traders.

What category does أعلى تراجع belong to?

In this glossary, أعلى تراجع is grouped under Investment. Related pages in this category explain adjacent procedures, commands and operational concepts.

Where does this definition come from?

This definition is sourced from CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework and published by Protermify Finance as a static finance reference page.

Definition

The largest peak-to-trough percentage decline in portfolio value within a specified measurement period; a key downside-risk metric in performance reports, mandated under GIPS and routinely cited in client disclosures.

Operational example

When the compliance team reviewed the composite, they flagged the 24% maximum drawdown during 2022 as exceeding the board-approved risk budget and triggering an explanatory note in the GIPS report.

Localized term

أعلى تراجع

Localized example

عند مراجعة التجميع، أشار فريق الامتثال إلى التراجع الأقصى البالغ 24٪ خلال عام 2022 لتجاوزه ميزانية المخاطر المعتمدة من المجلس، مما استدعى إضافة ملاحظة توضيحية في تقرير GIPS.

Definition language

English reference definition

Source

CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

Category

Investment

Exam relevance

  • CFA
  • ACCA
  • FRM

Target audience

  • Financial Analysts
  • Bankers
  • Traders

Related terms

Use the related links below to continue through connected finance terminology.

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