High-Water Mark

The peak balance used as the reference point for a trailing drawdown — once hit, it locks in and never moves down.

Definition

The high-water mark is the highest balance (or equity, depending on the firm) an account has reached, used as the anchor for calculating a trailing drawdown. When the account hits a new high, the drawdown limit moves up to track it — and then locks at the new level. The account can never go back below the drawdown buffer measured from the high-water mark, regardless of subsequent losses. The high-water mark is what distinguishes a trailing drawdown from a static one.

Example

On a $100K account with a 5% trailing drawdown, the high-water mark starts at $100K (drawdown limit: $95K). The account grows to $108K — high-water mark locks to $108K, drawdown limit moves to $102,600. The account then drops back to $104K. The high-water mark stays at $108K; the drawdown limit stays at $102,600. A further dip to $102,500 is a breach, even though the account is still above its original starting balance.

Why It Matters

The high-water mark is the single biggest source of trailing-drawdown blowups. Traders assume that running up profits gives them a bigger cushion, but the opposite is true — running up profits tightens the floor beneath them. A good run followed by a normal pullback can turn an apparently profitable trader into a breached one. On trailing accounts, watch the high-water mark, not the current balance.

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