10-year Treasury vs Aim Ways Shield Strategy 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 Shield Strategy Portfolio obtained a 8.96% compound annual return, with a 8.83% standard deviation, in the last 30 Years.

Summary

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10-year Treasury Portfolio Aim Ways Shield Strategy Portfolio
Portfolio Risk Low High
Asset Allocation Stocks 0% 42%
Fixed Income 100% 38%
Commodities 0% 20%
30 Years Stats Return +4.85% +8.96%
Std Dev 6.78% 8.83%
Max Drawdown -23.18% -19.36%
All time Stats
(Since Jan 1985)
Return +6.48% +9.55%
Std Dev 7.23% 8.75%
Max Drawdown -23.18% -19.36%
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 Shield Strategy Portfolio +3.17 +16.40 +16.94 +9.97 +8.32 +8.96 +9.55
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 Shield Strategy Portfolio: an investment of 1$, since April 1994, now would be worth 13.13$, with a total return of 1212.72% (8.96% 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 Shield Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 35.88$, with a total return of 3487.71% (9.55% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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10-year Treasury Portfolio
Aim Ways Shield Strategy 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
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-9.34% Oct 1998 Jan 2000 (16) Aug 2000 (23) 5.17
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-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
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-5.68% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.83
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-4.85% Apr 2004 May 2004 (2) Oct 2004 (7) 2.96
-4.76% Sep 2011 Sep 2011 (1) Oct 2011 (2) 2.75
-4.67% Sep 2010 Mar 2011 (7) Jul 2011 (11) 2.74
-4.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.18
-4.38% May 2013 Jun 2013 (2) Sep 2013 (5) 1.90

Drawdown comparison chart since January 1985.

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10-year Treasury Portfolio
Aim Ways Shield Strategy 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
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-13.14% Sep 1987 Nov 1987 (3) Apr 1989 (20) 6.21
-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
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-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
-6.64% Aug 1990 Oct 1990 (3) Jan 1991 (6) 3.77
-6.60% Nov 2001 Mar 2002 (5) Jul 2002 (9) 3.77
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-5.68% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.83
-5.64% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.36
-5.59% Jan 1990 Apr 1990 (4) Jul 1990 (7) 2.85

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%
+5.16%
0.00%
2023
+3.64%
-8.81%
+20.08%
-5.24%
2022
-15.19%
-16.91%
-15.12%
-19.36%
2021
-3.33%
-5.73%
+9.82%
-3.40%
2020
+10.01%
-2.02%
+20.37%
-7.65%
2019
+8.03%
-2.59%
+22.48%
-2.06%
2018
+0.99%
-3.19%
-1.91%
-5.03%
2017
+2.55%
-1.90%
+15.04%
-0.68%
2016
+1.00%
-6.50%
+7.35%
-4.07%
2015
+1.51%
-4.25%
-0.10%
-4.62%
2014
+9.07%
-1.05%
+8.59%
-2.13%
2013
-6.09%
-7.60%
+7.50%
-4.38%
2012
+3.66%
-2.67%
+10.74%
-3.62%
2011
+15.64%
-1.29%
+6.97%
-4.76%
2010
+9.37%
-4.30%
+16.03%
-3.39%
2009
-6.59%
-6.65%
+21.59%
-6.37%
2008
+17.91%
-4.15%
-12.13%
-18.60%
2007
+10.37%
-1.85%
+12.84%
-1.84%
2006
+2.52%
-2.87%
+11.15%
-3.29%
2005
+2.64%
-3.19%
+5.77%
-2.90%
2004
+4.12%
-4.85%
+7.38%
-3.99%
2003
+5.29%
-5.68%
+21.21%
-1.00%
2002
+15.45%
-4.13%
-1.64%
-7.75%
2001
+5.40%
-5.21%
-4.77%
-10.54%
2000
+17.28%
-1.12%
-4.17%
-8.87%
1999
-7.83%
-8.11%
+20.24%
-3.49%
1998
+14.64%
-1.61%
+24.17%
-7.66%
1997
+11.97%
-2.02%
+10.96%
-3.63%
1996
-0.00%
-6.90%
+12.28%
-2.24%
1995
+25.55%
-1.23%
+24.80%
0.00%
1994
-7.19%
-9.56%
-1.72%
-5.64%
1993
+12.97%
-2.55%
+12.49%
-0.74%
1992
+7.23%
-4.02%
+4.94%
-2.92%
1991
+18.91%
-0.54%
+23.27%
-2.81%
1990
+7.70%
-4.48%
-0.04%
-6.64%
1989
+17.84%
-2.30%
+17.40%
-1.65%
1988
+6.90%
-4.60%
+6.16%
-3.42%
1987
-2.64%
-10.87%
+8.56%
-13.14%
1986
+21.35%
-3.93%
+15.59%
-2.72%
1985
+29.85%
-3.33%
+23.91%
-2.06%