Recovery factor

Ratio of net profit to max drawdown for assessing how well a strategy recovers.

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Who this is for — Anyone who wants to understand not only how much a method earns, but how well it recovers from its worst phases.

The recovery factor is net profit divided by max-drawdown. It measures recovery efficiency relative to the maximum damage suffered.

In plain terms — It shows how many times net profits "repay" the worst drop in the equity curve.

Bronze prerequisite — Before this lesson: drawdown, risk-per-trade, risk-reward-ratio, r-multiple. See bronze-path.


How to read it with other metrics

Recovery factor is useful when contextualised:

  1. With profit-factor to understand profit/loss flow quality.
  2. With expectancy to assess average trade.
  3. With the length of the period analysed.

A high value over a few months may be random. A stable value across several market cycles is far more meaningful.

Example — Annual net profit €30,000, max drawdown €10,000: recovery factor 3. If the following year stays near 3 in different contexts, the strategy shows good resilience.


Distortions to avoid

  • Ignoring a recent drawdown not yet recovered.
  • Calculating on gross figures without real costs.
  • Making decisions from a single year.
  • Using the figure without checking market regime.

Card

  • What it is: net profit divided by max drawdown.
  • Why it matters: estimates historical recovery capacity.
  • Healthy use: multi-period comparisons, not a single snapshot.

Silver path — Module: Operational metrics. Part of silver-path.