10-year Treasury vs Aim Ways Aim comfortable trip Portfolio Comparison

Last Update: 31 March 2024

The 10-year Treasury Portfolio obtained a 4.85% compound annual return, with a 6.78% standard deviation, in the last 30 Years.

The Aim Ways Aim comfortable trip Portfolio obtained a 7.61% compound annual return, with a 7.58% standard deviation, in the last 30 Years.

Summary

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10-year Treasury Portfolio Aim Ways Aim comfortable trip Portfolio
Portfolio Risk Low High
Asset Allocation Stocks 0% 40%
Fixed Income 100% 45%
Commodities 0% 15%
30 Years Stats Return +4.85% +7.61%
Std Dev 6.78% 7.58%
Max Drawdown -23.18% -20.15%
All time Stats
(Since Jan 1985)
Return +6.48% +8.86%
Std Dev 7.23% 7.64%
Max Drawdown -23.18% -20.15%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
10-year Treasury Portfolio +0.73 +5.02 -1.56 -0.61 +1.16 +4.85 +6.48
Aim Ways Aim comfortable trip Portfolio +2.90 +12.53 +12.76 +6.90 +5.88 +7.61 +8.86
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

10-year Treasury Portfolio: an investment of 1$, since April 1994, now would be worth 4.14$, with a total return of 314.12% (4.85% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since April 1994, now would be worth 9.02$, with a total return of 801.93% (7.61% annualized).

10-year Treasury Portfolio: an investment of 1$, since January 1985, now would be worth 11.76$, with a total return of 1075.68% (6.48% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since January 1985, now would be worth 28.02$, with a total return of 2701.65% (8.86% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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10-year Treasury Portfolio
Aim Ways Aim comfortable trip Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-23.18% Aug 2020 Oct 2023 (39) In progress (44) 13.61
-20.15% Nov 2007 Feb 2009 (16) Sep 2009 (23) 10.02
-15.56% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.08
-9.39% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.14
-9.34% Oct 1998 Jan 2000 (16) Aug 2000 (23) 5.17
-8.35% Jun 2002 Sep 2002 (4) May 2003 (12) 4.77
-7.64% Sep 2000 Sep 2001 (13) May 2002 (21) 3.98
-7.60% May 2013 Dec 2013 (8) Nov 2014 (19) 4.38
-7.22% May 1998 Aug 1998 (4) Oct 1998 (6) 2.93
-7.18% Aug 2016 Apr 2018 (21) May 2019 (34) 4.82
-6.90% Feb 1996 May 1996 (4) Nov 1996 (10) 4.58
-6.65% Jan 2009 Jun 2009 (6) Jun 2010 (18) 4.33
-6.60% Nov 2001 Mar 2002 (5) Jul 2002 (9) 3.77
-5.68% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.83
-5.67% May 2011 Sep 2011 (5) Jan 2012 (9) 2.09
-4.92% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.56
-4.85% Apr 2004 May 2004 (2) Oct 2004 (7) 2.96
-4.78% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.42
-4.67% Sep 2010 Mar 2011 (7) Jul 2011 (11) 2.74
-4.39% Apr 2012 May 2012 (2) Aug 2012 (5) 2.00

Drawdown comparison chart since January 1985.

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10-year Treasury Portfolio
Aim Ways Aim comfortable trip Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-23.18% Aug 2020 Oct 2023 (39) In progress (44) 13.61
-20.15% Nov 2007 Feb 2009 (16) Sep 2009 (23) 10.02
-15.56% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.08
-11.65% Sep 1987 Nov 1987 (3) Oct 1988 (14) 5.29
-10.87% Mar 1987 Sep 1987 (7) Jan 1988 (11) 5.88
-10.14% Nov 1993 Nov 1994 (13) May 1995 (19) 6.64
-9.39% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.14
-9.34% Oct 1998 Jan 2000 (16) Aug 2000 (23) 5.17
-8.36% Jan 1990 Oct 1990 (10) Feb 1991 (14) 4.03
-8.35% Jun 2002 Sep 2002 (4) May 2003 (12) 4.77
-7.64% Sep 2000 Sep 2001 (13) May 2002 (21) 3.98
-7.60% May 2013 Dec 2013 (8) Nov 2014 (19) 4.38
-7.22% May 1998 Aug 1998 (4) Oct 1998 (6) 2.93
-7.18% Aug 2016 Apr 2018 (21) May 2019 (34) 4.82
-6.90% Feb 1996 May 1996 (4) Nov 1996 (10) 4.58
-6.65% Jan 2009 Jun 2009 (6) Jun 2010 (18) 4.33
-6.60% Nov 2001 Mar 2002 (5) Jul 2002 (9) 3.77
-5.68% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.83
-5.67% May 2011 Sep 2011 (5) Jan 2012 (9) 2.09
-5.21% Feb 1994 Jun 1994 (5) Mar 1995 (14) 3.12

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
-1.30%
-2.08%
+3.12%
-0.68%
2023
+3.64%
-8.81%
+15.78%
-4.47%
2022
-15.19%
-16.91%
-10.58%
-15.56%
2021
-3.33%
-5.73%
+7.29%
-2.26%
2020
+10.01%
-2.02%
+11.36%
-9.39%
2019
+8.03%
-2.59%
+16.14%
-2.32%
2018
+0.99%
-3.19%
-2.40%
-4.78%
2017
+2.55%
-1.90%
+11.42%
-0.42%
2016
+1.00%
-6.50%
+7.92%
-2.09%
2015
+1.51%
-4.25%
-1.20%
-4.92%
2014
+9.07%
-1.05%
+5.31%
-2.23%
2013
-6.09%
-7.60%
+7.86%
-3.94%
2012
+3.66%
-2.67%
+10.85%
-4.39%
2011
+15.64%
-1.29%
+3.71%
-5.67%
2010
+9.37%
-4.30%
+13.58%
-4.02%
2009
-6.59%
-6.65%
+21.18%
-6.93%
2008
+17.91%
-4.15%
-12.97%
-17.75%
2007
+10.37%
-1.85%
+9.30%
-2.21%
2006
+2.52%
-2.87%
+12.61%
-2.81%
2005
+2.64%
-3.19%
+7.58%
-2.16%
2004
+4.12%
-4.85%
+10.79%
-2.87%
2003
+5.29%
-5.68%
+21.92%
-1.65%
2002
+15.45%
-4.13%
-0.23%
-8.35%
2001
+5.40%
-5.21%
-0.43%
-7.19%
2000
+17.28%
-1.12%
+1.50%
-5.41%
1999
-7.83%
-8.11%
+14.90%
-2.99%
1998
+14.64%
-1.61%
+18.20%
-7.22%
1997
+11.97%
-2.02%
+3.83%
-3.99%
1996
-0.00%
-6.90%
+10.16%
-1.62%
1995
+25.55%
-1.23%
+19.66%
-0.17%
1994
-7.19%
-9.56%
-2.00%
-5.21%
1993
+12.97%
-2.55%
+16.10%
-0.81%
1992
+7.23%
-4.02%
+7.83%
-1.96%
1991
+18.91%
-0.54%
+21.40%
-2.60%
1990
+7.70%
-4.48%
-2.90%
-8.36%
1989
+17.84%
-2.30%
+13.45%
-0.99%
1988
+6.90%
-4.60%
+10.56%
-1.94%
1987
-2.64%
-10.87%
+10.38%
-11.65%
1986
+21.35%
-3.93%
+21.36%
-1.76%
1985
+29.85%
-3.33%
+28.00%
-1.27%