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Investment

ما هو أعلى تراجع؟

أعلى تراجع The largest peak-to-trough percentage decline in portfolio value within a specified measurement period; a key downside-risk metric in performance reports, mandated under GIPS and routinely cited in client disclosures.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “أعلى تراجع” Used in Practice?

عند مراجعة التجميع، أشار فريق الامتثال إلى التراجع الأقصى البالغ 24٪ خلال عام 2022 لتجاوزه ميزانية المخاطر المعتمدة من المجلس، مما استدعى إضافة ملاحظة توضيحية في تقرير GIPS.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

ما هو أعلى تراجع؟

The largest peak-to-trough percentage decline in portfolio value within a specified measurement period; a key downside-risk metric in performance reports, mandated under GIPS and routinely cited in client disclosures.

Where can I learn this term for free?

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