Aim Ways Ulcer Free Strategy Portfolio: Rolling Returns

Data Source: from January 1988 to February 2024 (~36 years)
Consolidated Returns as of 29 February 2024

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

Considering all the available data source (~36 years), the longest period with a negative return lasted 43 months (from August 2020 to February 2024). This negative series is not closed yet.

To obtain comprehensive information, please consult the Aim Ways Ulcer Free 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 ULCER FREE STRATEGY PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 4.14% (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 ULCER FREE STRATEGY PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1988 - 29 February 2024 (~36 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 -16.07 11/2021
10/2022
0.83$ 1.87 1.01$ 7.20 1.07$ 12.92 1.12$ 23.53 12/2008
11/2009
1.23$ 8.84 8.88%
2Y -7.75 01/2021
12/2022
0.85$ 3.71 1.07$ 7.28 1.15$ 10.72 1.22$ 19.41 11/2008
10/2010
1.42$ -1.24 6.53%
3Y -2.80 11/2020
10/2023
0.91$ 4.18 1.13$ 7.43 1.23$ 9.79 1.32$ 15.40 11/2008
10/2011
1.53$ -1.24 3.38%
4Y 1.07 11/2019
10/2023
1.04$ 4.23 1.18$ 7.57 1.33$ 9.06 1.41$ 13.50 11/2008
10/2012
1.65$ 1.98 0.00%
5Y 2.64 11/2017
10/2022
1.13$ 4.46 1.24$ 7.62 1.44$ 8.91 1.53$ 11.23 04/1995
03/2000
1.70$ 4.14 0.00%
6Y 2.62 10/2016
09/2022
1.16$ 4.87 1.32$ 7.44 1.53$ 8.71 1.65$ 10.80 02/1995
01/2001
1.85$ 4.15 0.00%
7Y 2.97 10/2016
09/2023
1.22$ 4.89 1.39$ 7.55 1.66$ 8.41 1.76$ 9.60 11/1994
10/2001
1.89$ 4.22 0.00%
8Y 3.31 11/2014
10/2022
1.29$ 5.32 1.51$ 7.55 1.78$ 8.37 1.90$ 9.14 02/1995
01/2003
2.01$ 4.23 0.00%
9Y 3.42 11/2014
10/2023
1.35$ 5.74 1.65$ 7.49 1.91$ 8.32 2.05$ 9.63 01/1995
12/2003
2.28$ 3.91 0.00%
10Y 3.29 10/2012
09/2022
1.38$ 6.18 1.82$ 7.39 2.03$ 8.34 2.22$ 9.36 01/1995
12/2004
2.44$ 4.14 0.00%
11Y 3.46 10/2012
09/2023
1.45$ 6.15 1.92$ 7.46 2.20$ 8.22 2.38$ 9.10 02/1995
01/2006
2.60$ 4.10 0.00%
12Y 3.83 11/2011
10/2023
1.57$ 6.38 2.09$ 7.60 2.40$ 8.15 2.55$ 8.91 12/1994
11/2006
2.78$ 4.17 0.00%
13Y 4.13 11/2010
10/2023
1.69$ 6.44 2.25$ 7.33 2.50$ 8.25 2.80$ 9.01 02/1995
01/2008
3.06$ 4.72 0.00%
14Y 4.94 11/2009
10/2023
1.96$ 6.36 2.37$ 7.37 2.70$ 8.18 3.00$ 8.71 09/1998
08/2012
3.21$ 5.21 0.00%
15Y 5.06 03/2008
02/2023
2.09$ 6.34 2.51$ 7.25 2.85$ 8.26 3.28$ 8.68 12/1994
11/2009
3.48$ 6.14 0.00%
16Y 5.07 11/2007
10/2023
2.20$ 6.52 2.74$ 7.14 3.01$ 8.27 3.56$ 8.88 11/1994
10/2010
3.90$ 5.29 0.00%
17Y 5.36 11/2006
10/2023
2.42$ 6.52 2.92$ 7.18 3.25$ 8.08 3.74$ 8.99 02/1995
01/2012
4.31$ 5.64 0.00%
18Y 5.51 10/2005
09/2023
2.62$ 6.25 2.97$ 7.24 3.52$ 7.91 3.93$ 8.83 12/1994
11/2012
4.58$ 5.72 0.00%
19Y 5.50 11/2004
10/2023
2.76$ 6.11 3.08$ 7.29 3.80$ 7.78 4.15$ 8.42 05/1994
04/2013
4.64$ 5.84 0.00%
20Y 5.63 11/2003
10/2023
2.98$ 6.22 3.34$ 7.19 4.00$ 7.67 4.38$ 8.43 02/1995
01/2015
5.04$ 5.77 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 -22.11 11/2021
10/2022
0.77$ -0.29 0.99$ 4.47 1.04$ 10.44 1.10$ 23.12 11/2008
10/2009
1.23$ 5.96 16.05%
2Y -13.62 01/2021
12/2022
0.74$ 1.73 1.03$ 4.61 1.09$ 8.13 1.16$ 18.85 11/2008
10/2010
1.41$ -5.33 8.90%
3Y -8.06 11/2020
10/2023
0.77$ 2.41 1.07$ 4.75 1.14$ 7.48 1.24$ 13.72 11/2008
10/2011
1.47$ -6.41 6.46%
4Y -3.35 11/2019
10/2023
0.87$ 2.53 1.10$ 5.02 1.21$ 6.79 1.30$ 11.66 11/2008
10/2012
1.55$ -2.45 6.07%
5Y -1.16 11/2017
10/2022
0.94$ 2.79 1.14$ 5.06 1.27$ 6.64 1.37$ 9.33 11/2008
10/2013
1.56$ 0.04 3.32%
6Y -0.85 10/2016
09/2022
0.95$ 2.95 1.19$ 4.97 1.33$ 6.39 1.44$ 8.49 11/2008
10/2014
1.63$ 0.47 2.42%
7Y -0.53 10/2016
09/2023
0.96$ 3.15 1.24$ 5.13 1.41$ 6.01 1.50$ 7.66 11/2008
10/2015
1.67$ 0.73 1.08%
8Y 0.16 03/2015
02/2023
1.01$ 3.47 1.31$ 5.20 1.50$ 5.87 1.57$ 7.24 11/2008
10/2016
1.74$ 0.82 0.00%
9Y 0.49 11/2014
10/2023
1.04$ 3.75 1.39$ 5.14 1.57$ 5.79 1.65$ 7.08 01/1995
12/2003
1.85$ 0.79 0.00%
10Y 0.75 10/2012
09/2022
1.07$ 4.00 1.48$ 5.08 1.64$ 5.72 1.74$ 6.71 01/1995
12/2004
1.91$ 1.33 0.00%
11Y 0.81 10/2012
09/2023
1.09$ 4.13 1.56$ 5.12 1.73$ 5.74 1.84$ 6.34 02/1995
01/2006
1.96$ 1.44 0.00%
12Y 1.23 11/2011
10/2023
1.15$ 4.39 1.67$ 5.15 1.82$ 5.65 1.93$ 6.76 11/2008
10/2020
2.19$ 1.56 0.00%
13Y 1.45 11/2010
10/2023
1.20$ 4.35 1.73$ 5.16 1.92$ 5.64 2.04$ 6.17 02/1995
01/2008
2.17$ 2.07 0.00%
14Y 2.35 11/2009
10/2023
1.38$ 4.21 1.78$ 5.09 2.00$ 5.58 2.13$ 6.09 09/1998
08/2012
2.28$ 2.58 0.00%
15Y 2.64 03/2008
02/2023
1.47$ 4.15 1.84$ 5.07 2.09$ 5.71 2.29$ 6.08 05/1997
04/2012
2.42$ 3.52 0.00%
16Y 2.57 11/2007
10/2023
1.50$ 4.28 1.95$ 4.97 2.17$ 5.72 2.43$ 6.31 11/1994
10/2010
2.66$ 2.84 0.00%
17Y 2.78 11/2006
10/2023
1.59$ 4.16 1.99$ 4.98 2.28$ 5.62 2.53$ 6.36 02/1995
01/2012
2.85$ 3.09 0.00%
18Y 2.95 01/2005
12/2022
1.68$ 3.68 1.91$ 4.98 2.39$ 5.55 2.64$ 6.23 12/1994
11/2012
2.96$ 3.16 0.00%
19Y 2.89 11/2004
10/2023
1.71$ 3.51 1.92$ 5.02 2.53$ 5.44 2.73$ 5.87 02/1995
01/2014
2.95$ 3.22 0.00%
20Y 2.97 11/2003
10/2023
1.79$ 3.61 2.03$ 4.95 2.62$ 5.34 2.83$ 6.04 02/1995
01/2015
3.23$ 3.13 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 -16.07 11/2021
10/2022
0.83$ 1.85 1.01$ 7.63 1.07$ 13.60 1.13$ 23.53 12/2008
11/2009
1.23$ 8.84 9.46%
2Y -7.75 01/2021
12/2022
0.85$ 4.09 1.08$ 7.60 1.15$ 11.61 1.24$ 19.41 11/2008
10/2010
1.42$ -1.24 5.35%
3Y -2.80 11/2020
10/2023
0.91$ 4.42 1.13$ 7.81 1.25$ 10.36 1.34$ 17.15 11/1990
10/1993
1.60$ -1.24 2.76%
4Y 1.07 11/2019
10/2023
1.04$ 4.63 1.19$ 7.92 1.35$ 10.20 1.47$ 13.50 11/2008
10/2012
1.65$ 1.98 0.00%
5Y 2.64 11/2017
10/2022
1.13$ 4.86 1.26$ 7.99 1.46$ 9.53 1.57$ 12.67 11/1990
10/1995
1.81$ 4.14 0.00%
6Y 2.62 10/2016
09/2022
1.16$ 5.32 1.36$ 7.84 1.57$ 9.56 1.72$ 11.98 11/1990
10/1996
1.97$ 4.15 0.00%
7Y 2.97 10/2016
09/2023
1.22$ 5.33 1.43$ 7.85 1.69$ 9.25 1.85$ 11.27 11/1990
10/1997
2.11$ 4.22 0.00%
8Y 3.31 11/2014
10/2022
1.29$ 5.73 1.56$ 7.90 1.83$ 9.31 2.03$ 11.18 11/1990
10/1998
2.33$ 4.23 0.00%
9Y 3.42 11/2014
10/2023
1.35$ 5.92 1.67$ 7.76 1.95$ 9.33 2.23$ 10.64 05/1990
04/1999
2.48$ 3.91 0.00%
10Y 3.29 10/2012
09/2022
1.38$ 6.35 1.85$ 7.76 2.11$ 9.12 2.39$ 10.83 09/1990
08/2000
2.79$ 4.14 0.00%
11Y 3.46 10/2012
09/2023
1.45$ 6.51 2.00$ 7.82 2.28$ 8.95 2.56$ 10.41 04/1989
03/2000
2.97$ 4.10 0.00%
12Y 3.83 11/2011
10/2023
1.57$ 6.49 2.12$ 7.88 2.48$ 8.97 2.80$ 10.11 09/1988
08/2000
3.17$ 4.17 0.00%
13Y 4.13 11/2010
10/2023
1.69$ 6.58 2.29$ 7.72 2.63$ 8.87 3.01$ 9.88 11/1990
10/2003
3.40$ 4.72 0.00%
14Y 4.94 11/2009
10/2023
1.96$ 6.59 2.44$ 7.71 2.82$ 8.85 3.27$ 9.74 11/1990
10/2004
3.67$ 5.21 0.00%
15Y 5.06 03/2008
02/2023
2.09$ 6.63 2.62$ 7.69 3.03$ 8.83 3.55$ 9.57 04/1989
03/2004
3.94$ 6.14 0.00%
16Y 5.07 11/2007
10/2023
2.20$ 6.77 2.85$ 7.62 3.23$ 8.87 3.89$ 9.36 11/1990
10/2006
4.18$ 5.29 0.00%
17Y 5.36 11/2006
10/2023
2.42$ 6.77 3.04$ 7.79 3.57$ 8.80 4.19$ 9.40 11/1990
10/2007
4.60$ 5.64 0.00%
18Y 5.51 10/2005
09/2023
2.62$ 6.60 3.16$ 7.73 3.82$ 8.70 4.49$ 9.15 05/1990
04/2008
4.83$ 5.72 0.00%
19Y 5.50 11/2004
10/2023
2.76$ 6.73 3.44$ 7.67 4.07$ 8.66 4.84$ 9.12 03/1989
02/2008
5.25$ 5.84 0.00%
20Y 5.63 11/2003
10/2023
2.98$ 6.83 3.74$ 7.54 4.27$ 8.68 5.28$ 9.38 11/1990
10/2010
6.00$ 5.77 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 -22.11 11/2021
10/2022
0.77$ -0.51 0.99$ 4.56 1.04$ 11.16 1.11$ 23.12 11/2008
10/2009
1.23$ 5.96 17.26%
2Y -13.62 01/2021
12/2022
0.74$ 1.80 1.03$ 4.63 1.09$ 8.88 1.18$ 18.85 11/2008
10/2010
1.41$ -5.33 7.54%
3Y -8.06 11/2020
10/2023
0.77$ 2.59 1.07$ 5.26 1.16$ 7.55 1.24$ 13.78 11/1990
10/1993
1.47$ -6.41 5.26%
4Y -3.35 11/2019
10/2023
0.87$ 3.04 1.12$ 5.31 1.23$ 7.26 1.32$ 11.66 11/2008
10/2012
1.55$ -2.45 4.91%
5Y -1.16 11/2017
10/2022
0.94$ 2.99 1.15$ 5.40 1.30$ 6.91 1.39$ 9.55 11/1990
10/1995
1.57$ 0.04 2.67%
6Y -0.85 10/2016
09/2022
0.95$ 3.54 1.23$ 5.27 1.36$ 6.72 1.47$ 8.84 11/1990
10/1996
1.66$ 0.47 1.93%
7Y -0.53 10/2016
09/2023
0.96$ 3.47 1.26$ 5.50 1.45$ 6.51 1.55$ 8.27 11/1990
10/1997
1.74$ 0.73 0.85%
8Y 0.16 03/2015
02/2023
1.01$ 3.66 1.33$ 5.45 1.52$ 6.30 1.63$ 8.35 11/1990
10/1998
1.89$ 0.82 0.00%
9Y 0.49 11/2014
10/2023
1.04$ 4.00 1.42$ 5.34 1.59$ 6.27 1.72$ 7.82 11/1990
10/1999
1.96$ 0.79 0.00%
10Y 0.75 10/2012
09/2022
1.07$ 4.46 1.54$ 5.24 1.66$ 6.22 1.82$ 7.86 09/1990
08/2000
2.13$ 1.33 0.00%
11Y 0.81 10/2012
09/2023
1.09$ 4.52 1.62$ 5.28 1.76$ 6.16 1.92$ 7.41 11/1990
10/2001
2.19$ 1.44 0.00%
12Y 1.23 11/2011
10/2023
1.15$ 4.54 1.70$ 5.33 1.86$ 6.20 2.05$ 6.82 11/1990
10/2002
2.20$ 1.56 0.00%
13Y 1.45 11/2010
10/2023
1.20$ 4.45 1.76$ 5.32 1.96$ 6.00 2.13$ 7.16 11/1990
10/2003
2.45$ 2.07 0.00%
14Y 2.35 11/2009
10/2023
1.38$ 4.43 1.83$ 5.26 2.04$ 5.87 2.22$ 6.97 11/1990
10/2004
2.56$ 2.58 0.00%
15Y 2.64 03/2008
02/2023
1.47$ 4.41 1.91$ 5.28 2.16$ 5.94 2.37$ 6.55 09/1990
08/2005
2.59$ 3.52 0.00%
16Y 2.57 11/2007
10/2023
1.50$ 4.58 2.04$ 5.17 2.24$ 5.96 2.52$ 6.57 11/1990
10/2006
2.76$ 2.84 0.00%
17Y 2.78 11/2006
10/2023
1.59$ 4.58 2.14$ 5.33 2.41$ 5.84 2.62$ 6.55 11/1990
10/2007
2.93$ 3.09 0.00%
18Y 2.95 01/2005
12/2022
1.68$ 4.39 2.16$ 5.38 2.56$ 5.79 2.75$ 6.23 12/1994
11/2012
2.96$ 3.16 0.00%
19Y 2.89 11/2004
10/2023
1.71$ 4.50 2.30$ 5.32 2.67$ 5.83 2.93$ 6.29 11/1990
10/2009
3.18$ 3.22 0.00%
20Y 2.97 11/2003
10/2023
1.79$ 4.50 2.40$ 5.18 2.74$ 5.94 3.17$ 6.70 11/1990
10/2010
3.65$ 3.13 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 +7.63% +23.53%
Dec 2008 - Nov 2009
-16.07%
Nov 2021 - Oct 2022
9.46%
40 out of 423
US Inflation Adjusted +4.56% +23.12%
Nov 2008 - Oct 2009
-22.11%
Nov 2021 - Oct 2022
17.26%
73 out of 423
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 +7.60% +19.41%
Nov 2008 - Oct 2010
-7.75%
Jan 2021 - Dec 2022
5.35%
22 out of 411
US Inflation Adjusted +4.63% +18.85%
Nov 2008 - Oct 2010
-13.62%
Jan 2021 - Dec 2022
7.54%
31 out of 411
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 +7.81% +17.15%
Nov 1990 - Oct 1993
-2.80%
Nov 2020 - Oct 2023
2.76%
11 out of 399
US Inflation Adjusted +5.26% +13.78%
Nov 1990 - Oct 1993
-8.06%
Nov 2020 - Oct 2023
5.26%
21 out of 399
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 +7.92% +13.50%
Nov 2008 - Oct 2012
+1.07%
Nov 2019 - Oct 2023
0.00%
0 out of 387
US Inflation Adjusted +5.31% +11.66%
Nov 2008 - Oct 2012
-3.35%
Nov 2019 - Oct 2023
4.91%
19 out of 387
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 +7.99% +12.67%
Nov 1990 - Oct 1995
+2.64%
Nov 2017 - Oct 2022
0.00%
0 out of 375
US Inflation Adjusted +5.40% +9.55%
Nov 1990 - Oct 1995
-1.16%
Nov 2017 - Oct 2022
2.67%
10 out of 375
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 +7.84% +11.98%
Nov 1990 - Oct 1996
+2.62%
Oct 2016 - Sep 2022
0.00%
0 out of 363
US Inflation Adjusted +5.27% +8.84%
Nov 1990 - Oct 1996
-0.85%
Oct 2016 - Sep 2022
1.93%
7 out of 363
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 +7.85% +11.27%
Nov 1990 - Oct 1997
+2.97%
Oct 2016 - Sep 2023
0.00%
0 out of 351
US Inflation Adjusted +5.50% +8.27%
Nov 1990 - Oct 1997
-0.53%
Oct 2016 - Sep 2023
0.85%
3 out of 351
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 +7.90% +11.18%
Nov 1990 - Oct 1998
+3.31%
Nov 2014 - Oct 2022
0.00%
0 out of 339
US Inflation Adjusted +5.45% +8.35%
Nov 1990 - Oct 1998
+0.16%
Mar 2015 - Feb 2023
0.00%
0 out of 339
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 +7.76% +10.64%
May 1990 - Apr 1999
+3.42%
Nov 2014 - Oct 2023
0.00%
0 out of 327
US Inflation Adjusted +5.34% +7.82%
Nov 1990 - Oct 1999
+0.49%
Nov 2014 - Oct 2023
0.00%
0 out of 327
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 +7.76% +10.83%
Sep 1990 - Aug 2000
+3.29%
Oct 2012 - Sep 2022
0.00%
0 out of 315
US Inflation Adjusted +5.24% +7.86%
Sep 1990 - Aug 2000
+0.75%
Oct 2012 - Sep 2022
0.00%
0 out of 315
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 +7.82% +10.41%
Apr 1989 - Mar 2000
+3.46%
Oct 2012 - Sep 2023
0.00%
0 out of 303
US Inflation Adjusted +5.28% +7.41%
Nov 1990 - Oct 2001
+0.81%
Oct 2012 - Sep 2023
0.00%
0 out of 303
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 +7.88% +10.11%
Sep 1988 - Aug 2000
+3.83%
Nov 2011 - Oct 2023
0.00%
0 out of 291
US Inflation Adjusted +5.33% +6.82%
Nov 1990 - Oct 2002
+1.23%
Nov 2011 - Oct 2023
0.00%
0 out of 291
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 +7.72% +9.88%
Nov 1990 - Oct 2003
+4.13%
Nov 2010 - Oct 2023
0.00%
0 out of 279
US Inflation Adjusted +5.32% +7.16%
Nov 1990 - Oct 2003
+1.45%
Nov 2010 - Oct 2023
0.00%
0 out of 279
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 +7.71% +9.74%
Nov 1990 - Oct 2004
+4.94%
Nov 2009 - Oct 2023
0.00%
0 out of 267
US Inflation Adjusted +5.26% +6.97%
Nov 1990 - Oct 2004
+2.35%
Nov 2009 - Oct 2023
0.00%
0 out of 267
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 +7.69% +9.57%
Apr 1989 - Mar 2004
+5.06%
Mar 2008 - Feb 2023
0.00%
0 out of 255
US Inflation Adjusted +5.28% +6.55%
Sep 1990 - Aug 2005
+2.64%
Mar 2008 - Feb 2023
0.00%
0 out of 255
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 +7.62% +9.36%
Nov 1990 - Oct 2006
+5.07%
Nov 2007 - Oct 2023
0.00%
0 out of 243
US Inflation Adjusted +5.17% +6.57%
Nov 1990 - Oct 2006
+2.57%
Nov 2007 - Oct 2023
0.00%
0 out of 243
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 +7.79% +9.40%
Nov 1990 - Oct 2007
+5.36%
Nov 2006 - Oct 2023
0.00%
0 out of 231
US Inflation Adjusted +5.33% +6.55%
Nov 1990 - Oct 2007
+2.78%
Nov 2006 - Oct 2023
0.00%
0 out of 231
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 +7.73% +9.15%
May 1990 - Apr 2008
+5.51%
Oct 2005 - Sep 2023
0.00%
0 out of 219
US Inflation Adjusted +5.38% +6.23%
Dec 1994 - Nov 2012
+2.95%
Jan 2005 - Dec 2022
0.00%
0 out of 219
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 +7.67% +9.12%
Mar 1989 - Feb 2008
+5.50%
Nov 2004 - Oct 2023
0.00%
0 out of 207
US Inflation Adjusted +5.32% +6.29%
Nov 1990 - Oct 2009
+2.89%
Nov 2004 - Oct 2023
0.00%
0 out of 207
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 +7.54% +9.38%
Nov 1990 - Oct 2010
+5.63%
Nov 2003 - Oct 2023
0.00%
0 out of 195
US Inflation Adjusted +5.18% +6.70%
Nov 1990 - Oct 2010
+2.97%
Nov 2003 - Oct 2023
0.00%
0 out of 195
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 Ulcer Free Strategy Portfolio: ETF allocation and returns page.