The False Promise of Drawdown Rules: New Evidence and a Better Framework

Samir Varma

Journal of Portfolio Management 52 (1), 145–161, 2025 · DOI: 10.3905/jpm.2025.1.765

Abstract

Many of the world's largest money managers, such as hedge fund pod shops, use drawdown rules to manage risk: if you are down more than X percent, you are out. This paper demonstrates with simple examples that this kind of rule is statistically invalid, counterproductive, and increases losses, and proposes a better framework.

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@article{2025_drawdown_rules,
  title  = {The False Promise of Drawdown Rules: New Evidence and a Better Framework},
  author = {Samir Varma},
  journal = {Journal of Portfolio Management 52 (1), 145–161},
  year   = {2025},
  doi    = {10.3905/jpm.2025.1.765},
  url    = {https://www.pm-research.com/content/iijpormgmt/52/1/145},
}

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