Angie · learn

Calmar ratio

Return measured against the worst loss along the way, rather than against general choppiness. It punishes the single deepest hole.

How it is calculated

Calmar ratio = return ÷ maximum drawdown

A fuller explanation of this one is still being written. The definition above is the short answer.

See also

  • Sharpe ratioReturn per unit of volatility. It asks how much turbulence you endured for the gain, so a smoother path scores better than a wild one that ends up level with it.
  • Max drawdownThe deepest fall from a peak before a new peak was reached. The number that decides whether a strategy is one you could actually hold through.

Educational content, not investment advice. Angie explains how a valuation is built so you can judge it yourself. What you do with that is your call.

IsiofiaIsiofia