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// definition

Sequence risk

Sequence-of-returns risk

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Private credit & markets

Short definition

The risk arising from the timing of investment returns when a portfolio funds withdrawals. Early losses can force the sale of more units, leaving less capital to participate in a recovery. Two sequences with the same compound return may therefore support different incomes. The effect depends on the withdrawal rule and other available resources.

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Intuition

The order of returns matters when withdrawals change how much remains invested.

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