Aim Ways Shield Strategy Portfolio: Rolling Returns

Data Source: from January 1985 to February 2024 (~39 years)
Consolidated Returns as of 29 February 2024

Holding the Aim Ways Shield Strategy Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~39 years), the longest period with a negative return lasted 44 months (from February 1999 to September 2002).

This means that every rolling period of 45 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Aim Ways Shield Strategy Portfolio: ETF allocation and returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

AIM WAYS SHIELD STRATEGY PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 7.87% (updated at Feb 29, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

AIM WAYS SHIELD STRATEGY PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1985 - 29 February 2024 (~39 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -18.89 11/2007
10/2008
0.81$ -0.98 0.99$ 10.06 1.10$ 18.80 1.18$ 30.65 03/2009
02/2010
1.30$ 19.49 15.76%
2Y -9.25 09/2000
08/2002
0.82$ 2.47 1.04$ 8.91 1.18$ 15.58 1.33$ 24.40 03/2009
02/2011
1.54$ 4.50 10.68%
3Y -5.00 04/2000
03/2003
0.85$ 4.87 1.15$ 8.41 1.27$ 14.27 1.49$ 20.42 04/1997
03/2000
1.74$ 5.46 3.69%
4Y 0.99 09/2000
08/2004
1.04$ 5.55 1.24$ 8.34 1.37$ 12.36 1.59$ 18.55 02/1995
01/1999
1.97$ 8.35 0.00%
5Y 1.81 04/2000
03/2005
1.09$ 5.72 1.32$ 8.25 1.48$ 11.50 1.72$ 18.35 01/1995
12/1999
2.32$ 9.66 0.00%
6Y 3.57 04/2000
03/2006
1.23$ 6.53 1.46$ 8.16 1.60$ 10.07 1.77$ 16.08 04/1994
03/2000
2.44$ 8.57 0.00%
7Y 4.31 04/2000
03/2007
1.34$ 6.67 1.57$ 8.37 1.75$ 9.70 1.91$ 11.90 07/1994
06/2001
2.19$ 8.79 0.00%
8Y 3.08 11/2000
10/2008
1.27$ 6.87 1.70$ 8.55 1.92$ 9.55 2.07$ 11.28 03/2009
02/2017
2.35$ 9.08 0.00%
9Y 2.56 03/2000
02/2009
1.25$ 7.15 1.86$ 8.46 2.07$ 9.51 2.26$ 11.15 03/2009
02/2018
2.58$ 7.91 0.00%
10Y 4.37 03/1999
02/2009
1.53$ 7.20 2.00$ 8.57 2.27$ 9.49 2.47$ 10.59 10/2002
09/2012
2.73$ 7.87 0.00%
11Y 5.43 03/1998
02/2009
1.78$ 6.81 2.06$ 8.43 2.43$ 9.63 2.74$ 10.76 03/2009
02/2020
3.07$ 8.08 0.00%
12Y 6.18 01/2000
12/2011
2.05$ 7.23 2.30$ 8.24 2.58$ 9.67 3.02$ 11.31 03/2009
02/2021
3.61$ 7.79 0.00%
13Y 6.27 07/2000
06/2013
2.20$ 7.50 2.55$ 8.34 2.83$ 9.19 3.13$ 11.30 11/2008
10/2021
4.02$ 8.06 0.00%
14Y 6.50 04/2000
03/2014
2.41$ 7.74 2.84$ 8.38 3.08$ 9.04 3.35$ 9.75 05/1994
04/2008
3.67$ 8.77 0.00%
15Y 6.31 09/2000
08/2015
2.50$ 7.48 2.94$ 8.47 3.38$ 9.14 3.71$ 10.11 03/2009
02/2024
4.24$ 10.11 0.00%
16Y 6.29 01/2000
12/2015
2.65$ 7.48 3.17$ 8.39 3.63$ 9.17 4.06$ 9.79 01/1995
12/2010
4.45$ 8.14 0.00%
17Y 6.35 01/2000
12/2016
2.84$ 7.50 3.41$ 8.44 3.96$ 9.19 4.46$ 9.88 02/1995
01/2012
4.95$ 8.29 0.00%
18Y 6.57 04/2000
03/2018
3.14$ 7.36 3.58$ 8.39 4.26$ 9.44 5.06$ 9.79 10/1994
09/2012
5.37$ 8.38 0.00%
19Y 6.34 01/2000
12/2018
3.21$ 7.46 3.92$ 8.28 4.53$ 9.33 5.44$ 9.81 08/2002
07/2021
5.92$ 8.47 0.00%
20Y 6.58 04/2000
03/2020
3.57$ 7.51 4.25$ 8.31 4.93$ 8.99 5.59$ 9.57 07/1994
06/2014
6.22$ 8.30 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -22.10 11/2021
10/2022
0.77$ -2.31 0.97$ 7.34 1.07$ 15.60 1.15$ 27.90 03/2009
02/2010
1.27$ 16.34 18.62%
2Y -11.23 09/2000
08/2002
0.78$ -1.33 0.97$ 6.53 1.13$ 12.82 1.27$ 21.80 03/2009
02/2011
1.48$ 0.17 16.62%
3Y -7.28 04/2000
03/2003
0.79$ 1.26 1.03$ 6.00 1.19$ 11.52 1.38$ 17.73 04/1997
03/2000
1.63$ -0.05 12.92%
4Y -1.57 04/1999
03/2003
0.93$ 2.67 1.11$ 5.95 1.26$ 9.67 1.44$ 15.90 02/1995
01/1999
1.80$ 3.64 5.11%
5Y -0.63 04/2000
03/2005
0.96$ 2.94 1.15$ 5.91 1.33$ 9.07 1.54$ 15.60 01/1995
12/1999
2.06$ 5.34 0.66%
6Y 0.86 01/2000
12/2005
1.05$ 3.90 1.25$ 5.96 1.41$ 7.87 1.57$ 13.20 04/1994
03/2000
2.10$ 4.74 0.00%
7Y 1.62 04/2000
03/2007
1.11$ 4.03 1.31$ 6.09 1.51$ 7.43 1.65$ 10.04 11/2008
10/2015
1.95$ 5.15 0.00%
8Y 0.27 11/2000
10/2008
1.02$ 4.05 1.37$ 6.26 1.62$ 7.30 1.75$ 9.39 03/2009
02/2017
2.04$ 5.51 0.00%
9Y 0.03 03/2000
02/2009
1.00$ 4.46 1.48$ 6.21 1.71$ 7.24 1.87$ 9.30 11/2008
10/2017
2.22$ 4.67 0.00%
10Y 1.74 03/1999
02/2009
1.18$ 4.47 1.54$ 6.17 1.81$ 7.28 2.01$ 8.43 03/2009
02/2019
2.24$ 4.96 0.00%
11Y 2.85 03/1998
02/2009
1.36$ 4.23 1.57$ 6.16 1.93$ 7.16 2.14$ 8.84 11/2008
10/2019
2.53$ 5.32 0.00%
12Y 3.59 01/2000
12/2011
1.52$ 4.64 1.72$ 6.04 2.02$ 7.11 2.27$ 9.34 12/2008
11/2020
2.91$ 5.08 0.00%
13Y 3.85 07/2000
06/2013
1.63$ 4.97 1.87$ 5.96 2.12$ 6.93 2.39$ 9.24 11/2008
10/2021
3.15$ 5.33 0.00%
14Y 4.07 04/2000
03/2014
1.74$ 5.27 2.05$ 6.01 2.26$ 6.74 2.49$ 7.56 09/2006
08/2020
2.77$ 6.06 0.00%
15Y 4.06 09/2000
08/2015
1.81$ 5.02 2.08$ 6.02 2.40$ 6.87 2.70$ 7.47 09/2005
08/2020
2.94$ 7.39 0.00%
16Y 4.04 01/2000
12/2015
1.88$ 5.02 2.19$ 6.09 2.57$ 6.82 2.87$ 7.35 11/2005
10/2021
3.10$ 5.63 0.00%
17Y 4.11 01/2000
12/2016
1.98$ 5.16 2.35$ 6.00 2.69$ 6.88 3.09$ 7.23 02/1995
01/2012
3.27$ 5.67 0.00%
18Y 4.36 04/2000
03/2018
2.15$ 5.05 2.42$ 5.99 2.84$ 7.00 3.38$ 7.57 09/2002
08/2020
3.71$ 5.76 0.00%
19Y 4.10 01/2000
12/2018
2.14$ 5.12 2.58$ 5.84 2.94$ 6.80 3.48$ 7.45 08/2002
07/2021
3.91$ 5.79 0.00%
20Y 4.41 04/2000
03/2020
2.37$ 5.26 2.78$ 5.91 3.15$ 6.62 3.60$ 7.15 02/1995
01/2015
3.98$ 5.59 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -18.89 11/2007
10/2008
0.81$ -0.04 0.99$ 10.19 1.10$ 18.89 1.18$ 30.65 03/2009
02/2010
1.30$ 19.49 15.03%
2Y -9.25 09/2000
08/2002
0.82$ 3.36 1.06$ 8.98 1.18$ 15.36 1.33$ 24.40 03/2009
02/2011
1.54$ 4.50 8.05%
3Y -5.00 04/2000
03/2003
0.85$ 5.36 1.16$ 8.97 1.29$ 13.83 1.47$ 20.42 04/1997
03/2000
1.74$ 5.46 2.76%
4Y 0.99 09/2000
08/2004
1.04$ 6.05 1.26$ 9.19 1.42$ 12.26 1.58$ 18.55 02/1995
01/1999
1.97$ 8.35 0.00%
5Y 1.81 04/2000
03/2005
1.09$ 6.39 1.36$ 8.98 1.53$ 11.99 1.76$ 18.35 01/1995
12/1999
2.32$ 9.66 0.00%
6Y 3.57 04/2000
03/2006
1.23$ 6.82 1.48$ 8.80 1.65$ 11.71 1.94$ 16.08 04/1994
03/2000
2.44$ 8.57 0.00%
7Y 4.31 04/2000
03/2007
1.34$ 7.09 1.61$ 8.79 1.80$ 11.37 2.12$ 14.52 04/1993
03/2000
2.58$ 8.79 0.00%
8Y 3.08 11/2000
10/2008
1.27$ 7.23 1.74$ 8.91 1.97$ 11.06 2.31$ 14.13 04/1992
03/2000
2.87$ 9.08 0.00%
9Y 2.56 03/2000
02/2009
1.25$ 7.51 1.91$ 8.89 2.15$ 10.84 2.52$ 14.26 01/1991
12/1999
3.32$ 7.91 0.00%
10Y 4.37 03/1999
02/2009
1.53$ 7.70 2.09$ 8.94 2.35$ 10.78 2.78$ 13.74 09/1990
08/2000
3.62$ 7.87 0.00%
11Y 5.43 03/1998
02/2009
1.78$ 7.27 2.16$ 8.93 2.56$ 10.69 3.05$ 13.40 04/1989
03/2000
3.98$ 8.08 0.00%
12Y 6.18 01/2000
12/2011
2.05$ 7.47 2.37$ 8.95 2.79$ 10.72 3.39$ 12.73 09/1988
08/2000
4.21$ 7.79 0.00%
13Y 6.27 07/2000
06/2013
2.20$ 7.83 2.66$ 8.77 2.98$ 10.53 3.67$ 12.25 01/1987
12/1999
4.49$ 8.06 0.00%
14Y 6.50 04/2000
03/2014
2.41$ 8.00 2.93$ 8.87 3.28$ 9.71 3.65$ 12.72 01/1985
12/1998
5.34$ 8.77 0.00%
15Y 6.31 09/2000
08/2015
2.50$ 7.82 3.09$ 8.90 3.59$ 9.66 3.98$ 13.21 01/1985
12/1999
6.43$ 10.11 0.00%
16Y 6.29 01/2000
12/2015
2.65$ 7.86 3.35$ 8.84 3.87$ 9.66 4.37$ 12.04 01/1985
12/2000
6.16$ 8.14 0.00%
17Y 6.35 01/2000
12/2016
2.84$ 7.80 3.58$ 8.91 4.26$ 9.63 4.77$ 10.97 01/1985
12/2001
5.86$ 8.29 0.00%
18Y 6.57 04/2000
03/2018
3.14$ 7.75 3.83$ 8.83 4.58$ 9.64 5.24$ 10.33 10/1985
09/2003
5.86$ 8.38 0.00%
19Y 6.34 01/2000
12/2018
3.21$ 7.86 4.20$ 9.00 5.14$ 9.55 5.65$ 10.78 01/1985
12/2003
6.99$ 8.47 0.00%
20Y 6.58 04/2000
03/2020
3.57$ 7.97 4.63$ 8.88 5.48$ 9.52 6.16$ 10.61 01/1985
12/2004
7.51$ 8.30 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -22.10 11/2021
10/2022
0.77$ -2.31 0.97$ 7.23 1.07$ 15.60 1.15$ 27.90 03/2009
02/2010
1.27$ 16.34 19.83%
2Y -11.23 09/2000
08/2002
0.78$ 0.51 1.01$ 6.36 1.13$ 12.24 1.25$ 21.80 03/2009
02/2011
1.48$ 0.17 13.87%
3Y -7.28 04/2000
03/2003
0.79$ 2.22 1.06$ 6.00 1.19$ 11.00 1.36$ 17.73 04/1997
03/2000
1.63$ -0.05 10.34%
4Y -1.57 04/1999
03/2003
0.93$ 2.80 1.11$ 6.27 1.27$ 9.25 1.42$ 15.90 02/1995
01/1999
1.80$ 3.64 3.78%
5Y -0.63 04/2000
03/2005
0.96$ 3.38 1.18$ 6.09 1.34$ 9.21 1.55$ 15.60 01/1995
12/1999
2.06$ 5.34 0.49%
6Y 0.86 01/2000
12/2005
1.05$ 4.12 1.27$ 6.20 1.43$ 8.61 1.64$ 13.20 04/1994
03/2000
2.10$ 4.74 0.00%
7Y 1.62 04/2000
03/2007
1.11$ 4.24 1.33$ 6.36 1.53$ 8.41 1.76$ 11.66 04/1993
03/2000
2.16$ 5.15 0.00%
8Y 0.27 11/2000
10/2008
1.02$ 4.50 1.42$ 6.50 1.65$ 7.83 1.82$ 11.22 04/1992
03/2000
2.34$ 5.51 0.00%
9Y 0.03 03/2000
02/2009
1.00$ 4.80 1.52$ 6.39 1.74$ 7.83 1.97$ 11.39 01/1991
12/1999
2.63$ 4.67 0.00%
10Y 1.74 03/1999
02/2009
1.18$ 5.08 1.64$ 6.41 1.86$ 7.64 2.08$ 10.69 09/1990
08/2000
2.76$ 4.96 0.00%
11Y 2.85 03/1998
02/2009
1.36$ 4.65 1.64$ 6.43 1.98$ 7.87 2.30$ 9.99 04/1989
03/2000
2.85$ 5.32 0.00%
12Y 3.59 01/2000
12/2011
1.52$ 4.89 1.77$ 6.41 2.10$ 7.53 2.39$ 9.34 12/2008
11/2020
2.91$ 5.08 0.00%
13Y 3.85 07/2000
06/2013
1.63$ 5.25 1.94$ 6.43 2.24$ 7.49 2.55$ 9.24 11/2008
10/2021
3.15$ 5.33 0.00%
14Y 4.07 04/2000
03/2014
1.74$ 5.54 2.12$ 6.30 2.35$ 7.02 2.58$ 9.21 01/1985
12/1998
3.43$ 6.06 0.00%
15Y 4.06 09/2000
08/2015
1.81$ 5.30 2.16$ 6.28 2.49$ 6.95 2.74$ 9.72 01/1985
12/1999
4.01$ 7.39 0.00%
16Y 4.04 01/2000
12/2015
1.88$ 5.29 2.27$ 6.23 2.62$ 6.92 2.91$ 8.56 01/1985
12/2000
3.72$ 5.63 0.00%
17Y 4.11 01/2000
12/2016
1.98$ 5.33 2.41$ 6.17 2.76$ 6.86 3.08$ 7.70 11/1990
10/2007
3.52$ 5.67 0.00%
18Y 4.36 04/2000
03/2018
2.15$ 5.41 2.58$ 6.23 2.96$ 6.81 3.27$ 7.57 09/2002
08/2020
3.71$ 5.76 0.00%
19Y 4.10 01/2000
12/2018
2.14$ 5.37 2.69$ 6.31 3.19$ 6.79 3.48$ 7.54 01/1985
12/2003
3.97$ 5.79 0.00%
20Y 4.41 04/2000
03/2020
2.37$ 5.52 2.93$ 6.14 3.29$ 6.74 3.68$ 7.36 01/1985
12/2004
4.13$ 5.59 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.19% +30.65%
Mar 2009 - Feb 2010
-18.89%
Nov 2007 - Oct 2008
15.03%
69 out of 459
US Inflation Adjusted +7.23% +27.90%
Mar 2009 - Feb 2010
-22.10%
Nov 2021 - Oct 2022
19.83%
91 out of 459
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.98% +24.40%
Mar 2009 - Feb 2011
-9.25%
Sep 2000 - Aug 2002
8.05%
36 out of 447
US Inflation Adjusted +6.36% +21.80%
Mar 2009 - Feb 2011
-11.23%
Sep 2000 - Aug 2002
13.87%
62 out of 447
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.97% +20.42%
Apr 1997 - Mar 2000
-5.00%
Apr 2000 - Mar 2003
2.76%
12 out of 435
US Inflation Adjusted +6.00% +17.73%
Apr 1997 - Mar 2000
-7.28%
Apr 2000 - Mar 2003
10.34%
45 out of 435
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.19% +18.55%
Feb 1995 - Jan 1999
+0.99%
Sep 2000 - Aug 2004
0.00%
0 out of 423
US Inflation Adjusted +6.27% +15.90%
Feb 1995 - Jan 1999
-1.57%
Apr 1999 - Mar 2003
3.78%
16 out of 423
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.98% +18.35%
Jan 1995 - Dec 1999
+1.81%
Apr 2000 - Mar 2005
0.00%
0 out of 411
US Inflation Adjusted +6.09% +15.60%
Jan 1995 - Dec 1999
-0.63%
Apr 2000 - Mar 2005
0.49%
2 out of 411
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.80% +16.08%
Apr 1994 - Mar 2000
+3.57%
Apr 2000 - Mar 2006
0.00%
0 out of 399
US Inflation Adjusted +6.20% +13.20%
Apr 1994 - Mar 2000
+0.86%
Jan 2000 - Dec 2005
0.00%
0 out of 399
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.79% +14.52%
Apr 1993 - Mar 2000
+4.31%
Apr 2000 - Mar 2007
0.00%
0 out of 387
US Inflation Adjusted +6.36% +11.66%
Apr 1993 - Mar 2000
+1.62%
Apr 2000 - Mar 2007
0.00%
0 out of 387
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.91% +14.13%
Apr 1992 - Mar 2000
+3.08%
Nov 2000 - Oct 2008
0.00%
0 out of 375
US Inflation Adjusted +6.50% +11.22%
Apr 1992 - Mar 2000
+0.27%
Nov 2000 - Oct 2008
0.00%
0 out of 375
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.89% +14.26%
Jan 1991 - Dec 1999
+2.56%
Mar 2000 - Feb 2009
0.00%
0 out of 363
US Inflation Adjusted +6.39% +11.39%
Jan 1991 - Dec 1999
+0.03%
Mar 2000 - Feb 2009
0.00%
0 out of 363
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.94% +13.74%
Sep 1990 - Aug 2000
+4.37%
Mar 1999 - Feb 2009
0.00%
0 out of 351
US Inflation Adjusted +6.41% +10.69%
Sep 1990 - Aug 2000
+1.74%
Mar 1999 - Feb 2009
0.00%
0 out of 351
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.93% +13.40%
Apr 1989 - Mar 2000
+5.43%
Mar 1998 - Feb 2009
0.00%
0 out of 339
US Inflation Adjusted +6.43% +9.99%
Apr 1989 - Mar 2000
+2.85%
Mar 1998 - Feb 2009
0.00%
0 out of 339
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.95% +12.73%
Sep 1988 - Aug 2000
+6.18%
Jan 2000 - Dec 2011
0.00%
0 out of 327
US Inflation Adjusted +6.41% +9.34%
Dec 2008 - Nov 2020
+3.59%
Jan 2000 - Dec 2011
0.00%
0 out of 327
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.77% +12.25%
Jan 1987 - Dec 1999
+6.27%
Jul 2000 - Jun 2013
0.00%
0 out of 315
US Inflation Adjusted +6.43% +9.24%
Nov 2008 - Oct 2021
+3.85%
Jul 2000 - Jun 2013
0.00%
0 out of 315
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.87% +12.72%
Jan 1985 - Dec 1998
+6.50%
Apr 2000 - Mar 2014
0.00%
0 out of 303
US Inflation Adjusted +6.30% +9.21%
Jan 1985 - Dec 1998
+4.07%
Apr 2000 - Mar 2014
0.00%
0 out of 303
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.90% +13.21%
Jan 1985 - Dec 1999
+6.31%
Sep 2000 - Aug 2015
0.00%
0 out of 291
US Inflation Adjusted +6.28% +9.72%
Jan 1985 - Dec 1999
+4.06%
Sep 2000 - Aug 2015
0.00%
0 out of 291
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.84% +12.04%
Jan 1985 - Dec 2000
+6.29%
Jan 2000 - Dec 2015
0.00%
0 out of 279
US Inflation Adjusted +6.23% +8.56%
Jan 1985 - Dec 2000
+4.04%
Jan 2000 - Dec 2015
0.00%
0 out of 279
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.91% +10.97%
Jan 1985 - Dec 2001
+6.35%
Jan 2000 - Dec 2016
0.00%
0 out of 267
US Inflation Adjusted +6.17% +7.70%
Nov 1990 - Oct 2007
+4.11%
Jan 2000 - Dec 2016
0.00%
0 out of 267
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.83% +10.33%
Oct 1985 - Sep 2003
+6.57%
Apr 2000 - Mar 2018
0.00%
0 out of 255
US Inflation Adjusted +6.23% +7.57%
Sep 2002 - Aug 2020
+4.36%
Apr 2000 - Mar 2018
0.00%
0 out of 255
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.00% +10.78%
Jan 1985 - Dec 2003
+6.34%
Jan 2000 - Dec 2018
0.00%
0 out of 243
US Inflation Adjusted +6.31% +7.54%
Jan 1985 - Dec 2003
+4.10%
Jan 2000 - Dec 2018
0.00%
0 out of 243
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.88% +10.61%
Jan 1985 - Dec 2004
+6.58%
Apr 2000 - Mar 2020
0.00%
0 out of 231
US Inflation Adjusted +6.14% +7.36%
Jan 1985 - Dec 2004
+4.41%
Apr 2000 - Mar 2020
0.00%
0 out of 231
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Aim Ways Shield Strategy Portfolio: ETF allocation and returns page.