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risk adjusted Metric

What Is Calmar Ratio?

The Calmar ratio measures annualized return divided by maximum drawdown, giving return per unit of worst-case loss.

Quick Answer

The Calmar ratio measures annualized return divided by maximum drawdown, giving return per unit of worst-case loss.

What Does Calmar Ratio Measure?

The Calmar ratio (named after California Managed Accounts Report) is annualized return over the absolute value of maximum drawdown. It answers: how much return do I get for each unit of max drawdown? It is especially useful for strategies where drawdown is the main concern, such as managed futures or trend following. A higher Calmar ratio indicates better return relative to historical worst loss.

Formula:
Calmar Ratio = Annualized Return / |Max Drawdown|

Typical range: 0.5–2.0+; strategy- and period-dependent

How to Interpret Calmar Ratio

  • 1Calmar > 1 suggests return exceeds max drawdown on an annualized basis
  • 2Use same lookback period when comparing Calmar across strategies
  • 3Sensitive to the specific period (single large drawdown can dominate)
  • 4Often computed over 36 months; clarify period when reporting

How to Use Calmar Ratio in Backtesting & Portfolio Analysis

Compare strategies where drawdown is the key risk metric
Evaluate trend-following or managed futures style returns
Communicate “return per unit of pain” to investors
Screen backtests for acceptable return/drawdown trade-off

Common Mistakes to Avoid

Using different rolling windows when comparing Calmar
Ignoring that one bad drawdown can make Calmar look poor for years
Comparing Calmar across very different asset classes without context
Relying on Calmar without looking at drawdown duration

Backtest with Calmar Ratio in VaultCharts

VaultCharts includes backtesting with built-in and custom strategies. Analyze Calmar Ratio, Sharpe ratio, max drawdown, and more—all with your data stored locally.

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