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Investment

最大回撤

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

最大回撤 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 最大回撤?

In this glossary, 最大回撤 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 最大回撤 used in finance?

In finance communication, this term appears in contexts such as: "合规团队审查组合时指出，2022 年期间 24% 的最大回撤超出了董事会批准的风险预算，并在 GIPS 报告中触发了解释性说明。"

Why does 最大回撤 matter in finance?

最大回撤 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 最大回撤?

最大回撤 is mainly used by Financial Analysts, Bankers, and Traders.

What category does 最大回撤 belong to?

In this glossary, 最大回撤 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

最大回撤

Localized example

合规团队审查组合时指出，2022 年期间 24% 的最大回撤超出了董事会批准的风险预算，并在 GIPS 报告中触发了解释性说明。

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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