10-year Treasury vs Aim Ways Ulcer Free Strategy 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 Ulcer Free Strategy Portfolio obtained a 7.50% compound annual return, with a 6.02% standard deviation, in the last 30 Years.

Summary

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10-year Treasury Portfolio Aim Ways Ulcer Free Strategy Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 0% 11%
Fixed Income 100% 77%
Commodities 0% 12%
30 Years Stats Return +4.92% +7.50%
Std Dev 6.80% 6.02%
Max Drawdown -23.19% -17.48%
All time Stats
(Since Jul 1985)		 Return +6.16% +8.17%
Std Dev 7.13% 6.10%
Max Drawdown -23.19% -17.48%
Last Update: 30 June 2024

Historical Returns as of Jun 30, 2024

Comparison period starts from July 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 +6.16
Aim Ways Ulcer Free Strategy Portfolio +1.40 +2.91 +8.19 +4.82 +5.08 +7.50 +8.17
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 Ulcer Free Strategy Portfolio: an investment of 1$, since July 1994, now would be worth 8.77$, with a total return of 776.60% (7.50% annualized).


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10-year Treasury Portfolio: an investment of 1$, since July 1985, now would be worth 10.28$, with a total return of 927.85% (6.16% annualized).

Aim Ways Ulcer Free Strategy Portfolio: an investment of 1$, since July 1985, now would be worth 21.38$, with a total return of 2037.62% (8.17% annualized).


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Drawdowns

Drawdown comparison chart since July 1994.


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10-year Treasury Portfolio
Aim Ways Ulcer Free Strategy 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
-17.48% Sep 2021 Sep 2022 (13) In progress (34) 9.54
-13.81% Mar 2008 Oct 2008 (8) Jul 2009 (17) 6.02
-9.34% Oct 1998 Jan 2000 (16) Aug 2000 (23) 5.17
-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
-5.68% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.83
-4.85% Apr 2004 May 2004 (2) Oct 2004 (7) 2.96
-4.73% Sep 2000 Nov 2000 (3) Oct 2002 (26) 2.28
-4.67% Sep 2010 Mar 2011 (7) Jul 2011 (11) 2.74
-4.61% May 2013 Jun 2013 (2) Oct 2013 (6) 2.35
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.18
-4.25% Feb 2015 Jun 2015 (5) Jan 2016 (12) 2.34
-4.15% Apr 2008 May 2008 (2) Nov 2008 (8) 2.19
-4.13% Oct 2002 Nov 2002 (2) Feb 2003 (5) 2.02
-4.08% Jul 2005 May 2006 (11) Sep 2006 (15) 2.49
-4.08% Oct 2016 Nov 2016 (2) Apr 2017 (7) 2.29

Drawdown comparison chart since July 1985.


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10-year Treasury Portfolio
Aim Ways Ulcer Free Strategy 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
-17.48% Sep 2021 Sep 2022 (13) In progress (34) 9.54
-13.81% Mar 2008 Oct 2008 (8) Jul 2009 (17) 6.02
-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
-7.60% May 2013 Dec 2013 (8) Nov 2014 (19) 4.38
-7.24% Feb 1994 Jun 1994 (5) Apr 1995 (15) 4.83
-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
-5.36% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.10
-5.01% Aug 1990 Oct 1990 (3) Dec 1990 (5) 3.11
-4.85% Apr 2004 May 2004 (2) Oct 2004 (7) 2.96
-4.74% Dec 1989 Apr 1990 (5) Jun 1990 (7) 2.37
-4.73% Sep 2000 Nov 2000 (3) Oct 2002 (26) 2.28
-4.67% Sep 2010 Mar 2011 (7) Jul 2011 (11) 2.74
-4.61% May 2013 Jun 2013 (2) Oct 2013 (6) 2.35

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%
+2.91%
 -2.00%
2023
+3.65%
 -8.82%
+13.74%
 -4.59%
2022
-15.19%
 -16.91%
-15.39%
 -16.93%
2021
-3.33%
 -5.73%
+1.14%
 -3.29%
2020
+10.01%
 -2.02%
+20.69%
 -2.80%
2019
+8.03%
 -2.59%
+14.71%
 -0.83%
2018
+0.99%
 -3.19%
+0.69%
 -2.59%
2017
+2.55%
 -1.90%
+9.01%
 -0.91%
2016
+1.00%
 -6.50%
+5.21%
 -4.08%
2015
+1.51%
 -4.25%
+0.46%
 -2.56%
2014
+9.07%
 -1.05%
+8.51%
 -1.57%
2013
-6.09%
 -7.60%
+1.73%
 -4.61%
2012
+3.66%
 -2.67%
+9.44%
 -1.48%
2011
+15.64%
 -1.29%
+7.68%
 -1.94%
2010
+9.37%
 -4.30%
+13.35%
 -0.33%
2009
-6.59%
 -6.65%
+19.29%
 -1.70%
2008
+17.91%
 -4.15%
-5.09%
 -13.81%
2007
+10.37%
 -1.85%
+10.42%
 -0.94%
2006
+2.52%
 -2.87%
+7.02%
 -1.81%
2005
+2.64%
 -3.19%
+5.78%
 -1.51%
2004
+4.12%
 -4.85%
+7.35%
 -2.86%
2003
+5.29%
 -5.68%
+15.98%
 -1.15%
2002
+15.45%
 -4.13%
+4.11%
 -2.74%
2001
+5.40%
 -5.21%
+1.74%
 -4.71%
2000
+17.28%
 -1.12%
+5.64%
 -4.73%
1999
-7.83%
 -8.11%
+12.39%
 -3.53%
1998
+14.64%
 -1.61%
+18.15%
 -2.77%
1997
+11.97%
 -2.02%
+4.45%
 -3.38%
1996
-0.00%
 -6.90%
+8.16%
 -0.95%
1995
+25.55%
 -1.23%
+22.80%
 0.00%
1994
-7.19%
 -9.56%
-4.83%
 -7.24%
1993
+12.97%
 -2.55%
+15.58%
 -0.99%
1992
+7.23%
 -4.02%
+8.79%
 -2.57%
1991
+18.91%
 -0.54%
+23.75%
 -1.85%
1990
+7.70%
 -4.48%
+2.22%
 -5.01%
1989
+17.84%
 -2.30%
+13.13%
 -0.77%
1988
+6.90%
 -4.60%
+6.27%
 -2.13%
1987
-2.64%
 -10.87%
+4.63%
 -5.36%
1986
+21.35%
 -3.93%
+17.00%
 -1.71%