Risk · Core
Compare a previous peak with a current balance to calculate drawdown and the larger percentage gain required to return to break-even.
What this result meansSee how much gain is required to recover from a loss. It translates only the assumptions entered above and cannot determine whether investments are substantially identical or provide tax advice.
Compare a previous peak with a current balance to calculate drawdown and the larger percentage gain required to return to break-even. Change one assumption at a time, compare the result and consider what the formula leaves out.
Recovery required = (peak ÷ current balance − 1) × 100. Results are simplified illustrations and may exclude taxes, changing rates, liquidity, spreads, market impact, assignment, broker rules or other real-world factors.
Common questions
No. Every value comes from the assumptions you enter. A ticker symbol, when shown, is only a label.
The result is an educational illustration, not a recommendation or a complete analysis. Verify current facts, account rules, costs and risks independently.
Real outcomes can be affected by execution price, spread, slippage, fees, taxes, liquidity, volatility, financing costs, corporate actions and changing market conditions.
Educational illustration only. This calculator does not use live market data and does not provide investment, trading, tax or legal advice. Verify formulas, rules, fees and product details with current primary sources and regulated providers before acting.
™