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Conditional Value at Risk (CVaR)

Definition

CVaR (Conditional Value at Risk) answers the question: "If things go badly — worse than the 5th percentile outcome — how bad, on average, will they be?" It is calculated as the average of all outcomes beyond a specified VaR threshold. Unlike VaR, which only tells you the boundary of the tail, CVaR tells you the severity within the tail. A 95% CVaR of -28% means that in the worst 5% of scenarios, the average annual return was -28%. This makes CVaR a more complete tail risk measure than VaR alone.

In the Context of Endowment Management

CVaR is particularly relevant for endowment risk management because it quantifies the severity of bad outcomes — exactly the information investment committees need to assess whether their spending commitments are sustainable through severe market stress. A foundation with a 5% spending rate should understand not just that bad outcomes are possible but what the average bad outcome looks like.

Related Terms
Monte Carlo Simulation
Maximum Drawdown
Probability of Depletion
Sharpe Ratio