10-year Treasury vs Aim Ways Gold Pivot Ptf 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 Gold Pivot Ptf Portfolio obtained a 7.96% compound annual return, with a 8.21% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
10-year Treasury Portfolio Aim Ways Gold Pivot Ptf Portfolio
Portfolio Risk Low High
Asset Allocation Stocks 0% 22%
Fixed Income 100% 44%
Commodities 0% 34%
30 Years Stats Return +4.85% +7.96%
Std Dev 6.78% 8.21%
Max Drawdown -23.18% -19.49%
All time Stats
(Since Jan 1985)
Return +6.48% +8.46%
Std Dev 7.23% 7.84%
Max Drawdown -23.18% -19.49%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

Swipe left to see all data
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 Gold Pivot Ptf Portfolio +3.79 +15.01 +14.59 +8.57 +6.83 +7.96 +8.46
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 Gold Pivot Ptf Portfolio: an investment of 1$, since April 1994, now would be worth 9.95$, with a total return of 894.70% (7.96% 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 Gold Pivot Ptf Portfolio: an investment of 1$, since January 1985, now would be worth 24.21$, with a total return of 2321.33% (8.46% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

Swipe left to see all data
10-year Treasury Portfolio
Aim Ways Gold Pivot Ptf 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
-19.49% Mar 2008 Oct 2008 (8) Aug 2009 (18) 9.22
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-12.99% Mar 2000 Mar 2001 (13) May 2003 (39) 7.74
-9.34% Oct 1998 Jan 2000 (16) Aug 2000 (23) 5.17
-9.18% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.76
-7.60% May 2013 Dec 2013 (8) Nov 2014 (19) 4.38
-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
-6.06% May 1998 Aug 1998 (4) Sep 1998 (5) 2.72
-5.71% Sep 2011 Sep 2011 (1) Jan 2012 (5) 2.75
-5.68% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.83
-5.62% Oct 1997 Dec 1997 (3) Mar 1998 (6) 2.94
-5.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.93
-5.55% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.17
-5.47% Aug 2016 Nov 2016 (4) Apr 2017 (9) 2.74
-4.85% Apr 2004 May 2004 (2) Oct 2004 (7) 2.96
-4.78% Dec 1996 Mar 1997 (4) Jul 1997 (8) 2.30

Drawdown comparison chart since January 1985.

Swipe left to see all data
10-year Treasury Portfolio
Aim Ways Gold Pivot Ptf 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
-19.49% Mar 2008 Oct 2008 (8) Aug 2009 (18) 9.22
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-12.99% Mar 2000 Mar 2001 (13) May 2003 (39) 7.74
-10.87% Mar 1987 Sep 1987 (7) Jan 1988 (11) 5.88
-10.14% Nov 1993 Nov 1994 (13) May 1995 (19) 6.64
-9.34% Oct 1998 Jan 2000 (16) Aug 2000 (23) 5.17
-9.18% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.76
-7.60% May 2013 Dec 2013 (8) Nov 2014 (19) 4.38
-7.18% Aug 2016 Apr 2018 (21) May 2019 (34) 4.82
-7.14% Dec 1989 Oct 1990 (11) Feb 1991 (15) 3.51
-6.90% Feb 1996 May 1996 (4) Nov 1996 (10) 4.58
-6.76% Sep 1987 Oct 1987 (2) May 1989 (21) 2.87
-6.65% Jan 2009 Jun 2009 (6) Jun 2010 (18) 4.33
-6.60% Nov 2001 Mar 2002 (5) Jul 2002 (9) 3.77
-6.06% May 1998 Aug 1998 (4) Sep 1998 (5) 2.72
-5.71% Sep 2011 Sep 2011 (1) Jan 2012 (5) 2.75
-5.68% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.83
-5.62% Oct 1997 Dec 1997 (3) Mar 1998 (6) 2.94
-5.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.93

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
-1.30%
-2.08%
+4.60%
-0.23%
2023
+3.64%
-8.81%
+17.87%
-4.11%
2022
-15.19%
-16.91%
-11.42%
-15.46%
2021
-3.33%
-5.73%
+4.01%
-4.11%
2020
+10.01%
-2.02%
+18.54%
-5.61%
2019
+8.03%
-2.59%
+18.24%
-1.03%
2018
+0.99%
-3.19%
+0.01%
-2.56%
2017
+2.55%
-1.90%
+12.25%
-1.32%
2016
+1.00%
-6.50%
+7.68%
-5.47%
2015
+1.51%
-4.25%
-2.07%
-5.55%
2014
+9.07%
-1.05%
+6.26%
-2.55%
2013
-6.09%
-7.60%
-1.77%
-8.02%
2012
+3.66%
-2.67%
+10.26%
-3.78%
2011
+15.64%
-1.29%
+8.11%
-5.71%
2010
+9.37%
-4.30%
+18.24%
-1.29%
2009
-6.59%
-6.65%
+26.47%
-2.40%
2008
+17.91%
-4.15%
-9.56%
-19.49%
2007
+10.37%
-1.85%
+15.46%
-1.98%
2006
+2.52%
-2.87%
+11.68%
-3.60%
2005
+2.64%
-3.19%
+8.58%
-2.17%
2004
+4.12%
-4.85%
+7.13%
-3.73%
2003
+5.29%
-5.68%
+19.35%
-2.07%
2002
+15.45%
-4.13%
+4.89%
-6.10%
2001
+5.40%
-5.21%
-1.82%
-7.75%
2000
+17.28%
-1.12%
-4.73%
-8.07%
1999
-7.83%
-8.11%
+17.47%
-3.69%
1998
+14.64%
-1.61%
+20.77%
-6.06%
1997
+11.97%
-2.02%
-2.12%
-5.62%
1996
-0.00%
-6.90%
+8.83%
-1.21%
1995
+25.55%
-1.23%
+18.41%
-0.12%
1994
-7.19%
-9.56%
-2.97%
-5.11%
1993
+12.97%
-2.55%
+15.87%
-1.82%
1992
+7.23%
-4.02%
+5.39%
-3.33%
1991
+18.91%
-0.54%
+19.63%
-1.36%
1990
+7.70%
-4.48%
-1.37%
-6.49%
1989
+17.84%
-2.30%
+9.05%
-0.91%
1988
+6.90%
-4.60%
+2.41%
-2.76%
1987
-2.64%
-10.87%
+11.67%
-6.76%
1986
+21.35%
-3.93%
+15.85%
-0.90%
1985
+29.85%
-3.33%
+20.28%
-2.71%