10-year Treasury vs Aim Ways Ulcer Free 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 Ulcer Free Strategy Portfolio obtained a 6.78% compound annual return, with a 5.47% 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% 7%
Fixed Income 100% 82%
Commodities 0% 11%
30 Years Stats Return +4.85% +6.78%
Std Dev 6.78% 5.47%
Max Drawdown -23.18% -17.05%
All time Stats
(Since Jul 1985)
Return +6.20% +7.71%
Std Dev 7.12% 5.61%
Max Drawdown -23.18% -17.05%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from July 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 +6.20
Aim Ways Ulcer Free Strategy Portfolio +1.96 +9.20 +6.99 +4.21 +4.44 +6.78 +7.71
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 Ulcer Free Strategy Portfolio: an investment of 1$, since April 1994, now would be worth 7.15$, with a total return of 615.14% (6.78% annualized).

10-year Treasury Portfolio: an investment of 1$, since July 1985, now would be worth 10.30$, with a total return of 929.72% (6.20% annualized).

Aim Ways Ulcer Free Strategy Portfolio: an investment of 1$, since July 1985, now would be worth 17.81$, with a total return of 1680.86% (7.71% annualized).

Drawdowns

Drawdown comparison chart since April 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
-23.18% Aug 2020 Oct 2023 (39) In progress (44) 13.61
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-12.38% Mar 2008 Oct 2008 (8) Jul 2009 (17) 4.94
-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% May 2013 Jun 2013 (2) Jan 2014 (9) 2.40
-4.85% Apr 2004 May 2004 (2) Oct 2004 (7) 2.96
-4.67% Sep 2010 Mar 2011 (7) Jul 2011 (11) 2.74
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.33
-4.28% Aug 2016 Nov 2016 (4) May 2017 (10) 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
-4.04% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.15

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
-23.18% Aug 2020 Oct 2023 (39) In progress (44) 13.61
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-12.38% Mar 2008 Oct 2008 (8) Jul 2009 (17) 4.94
-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
-7.22% Feb 1994 Jun 1994 (5) May 1995 (16) 4.89
-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% May 2013 Jun 2013 (2) Jan 2014 (9) 2.40
-4.85% Apr 2004 May 2004 (2) Oct 2004 (7) 2.96
-4.67% Sep 2010 Mar 2011 (7) Jul 2011 (11) 2.74
-4.60% Mar 1988 May 1988 (3) Sep 1988 (7) 2.57
-4.57% Dec 1989 Apr 1990 (5) Jun 1990 (7) 2.26
-4.48% Jan 1990 Apr 1990 (4) Jun 1990 (6) 2.44
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.33

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%
+1.21%
-0.74%
2023
+3.64%
-8.81%
+11.49%
-4.45%
2022
-15.19%
-16.91%
-14.78%
-16.24%
2021
-3.33%
-5.73%
-0.14%
-3.61%
2020
+10.01%
-2.02%
+18.58%
-1.95%
2019
+8.03%
-2.59%
+13.23%
-0.90%
2018
+0.99%
-3.19%
+0.80%
-2.22%
2017
+2.55%
-1.90%
+7.58%
-0.95%
2016
+1.00%
-6.50%
+4.79%
-4.28%
2015
+1.51%
-4.25%
+0.29%
-2.66%
2014
+9.07%
-1.05%
+8.23%
-1.52%
2013
-6.09%
-7.60%
-0.03%
-4.85%
2012
+3.66%
-2.67%
+8.71%
-0.89%
2011
+15.64%
-1.29%
+8.46%
-1.44%
2010
+9.37%
-4.30%
+12.68%
-0.70%
2009
-6.59%
-6.65%
+16.00%
-1.71%
2008
+17.91%
-4.15%
-2.04%
-12.38%
2007
+10.37%
-1.85%
+9.97%
-1.18%
2006
+2.52%
-2.87%
+6.54%
-1.43%
2005
+2.64%
-3.19%
+5.63%
-1.20%
2004
+4.12%
-4.85%
+6.97%
-2.92%
2003
+5.29%
-5.68%
+13.76%
-1.82%
2002
+15.45%
-4.13%
+6.43%
-1.54%
2001
+5.40%
-5.21%
+3.38%
-2.75%
2000
+17.28%
-1.12%
+8.03%
-2.81%
1999
-7.83%
-8.11%
+7.63%
-3.34%
1998
+14.64%
-1.61%
+15.70%
-1.61%
1997
+11.97%
-2.02%
+4.35%
-3.33%
1996
-0.00%
-6.90%
+6.34%
-1.14%
1995
+25.55%
-1.23%
+22.38%
0.00%
1994
-7.19%
-9.56%
-5.28%
-7.22%
1993
+12.97%
-2.55%
+15.55%
-1.09%
1992
+7.23%
-4.02%
+8.77%
-2.50%
1991
+18.91%
-0.54%
+22.03%
-1.43%
1990
+7.70%
-4.48%
+3.19%
-4.41%
1989
+17.84%
-2.30%
+13.06%
-1.07%
1988
+6.90%
-4.60%
+6.18%
-1.73%
1987
-2.64%
-10.87%
+3.80%
-3.76%
1986
+21.35%
-3.93%
+17.65%
-1.88%