10-year Treasury vs Aim Ways Gold Pivot Ptf Portfolio Comparison

Last Update: 30 June 2024

The 10-year Treasury Portfolio obtained a 4.92% compound annual return, with a 6.80% standard deviation, in the last 30 Years.

The Aim Ways Gold Pivot Ptf Portfolio obtained a 8.15% compound annual return, with a 8.20% standard deviation, in the last 30 Years.

Summary

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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 +4.92% +8.15%
Std Dev 6.80% 8.20%
Max Drawdown -23.19% -19.49%
All time Stats
(Since Jan 1985)		 Return +6.43% +8.48%
Std Dev 7.23% 7.82%
Max Drawdown -23.19% -19.49%
Last Update: 30 June 2024

Historical Returns as of Jun 30, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
10-year Treasury Portfolio +1.22 -1.48 +0.15 -1.38 +0.91 +4.92 +6.43
Aim Ways Gold Pivot Ptf Portfolio +1.37 +7.66 +15.44 +8.08 +6.77 +8.15 +8.48
Return over 1 year are annualized.

Capital Growth as of Jun 30, 2024

10-year Treasury Portfolio: an investment of 1$, since July 1994, now would be worth 4.23$, with a total return of 322.92% (4.92% annualized).

Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since July 1994, now would be worth 10.49$, with a total return of 948.72% (8.15% annualized).


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10-year Treasury Portfolio: an investment of 1$, since January 1985, now would be worth 11.74$, with a total return of 1073.55% (6.43% annualized).

Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since January 1985, now would be worth 24.92$, with a total return of 2392.02% (8.48% annualized).


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Drawdowns

Drawdown comparison chart since July 1994.


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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
-23.19% Aug 2020 Oct 2023 (39) In progress (47) 14.01
-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.


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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
-23.19% Aug 2020 Oct 2023 (39) In progress (47) 14.01
-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.
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Year Return Drawdown Return Drawdown
2024
-1.48%
 -4.45%
+7.66%
 -0.50%
2023
+3.65%
 -8.82%
+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%