Aim Ways Aim Bold Strategy vs Frank Armstrong Ideal Index Portfolio Comparison

Last Update: 30 April 2024

The Aim Ways Aim Bold Strategy Portfolio obtained a 8.49% compound annual return, with a 9.90% standard deviation, in the last 30 Years.

The Frank Armstrong Ideal Index Portfolio obtained a 6.74% compound annual return, with a 10.69% standard deviation, in the last 30 Years.

Summary

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Aim Ways Aim Bold Strategy Portfolio Frank Armstrong Ideal Index Portfolio
Portfolio Risk High High
Asset Allocation Stocks 45% 70%
Fixed Income 40% 30%
Commodities 15% 0%
30 Years Stats Return +8.49% +6.74%
Std Dev 9.90% 10.69%
Max Drawdown -30.09% -40.11%
All time Stats
(Since Jan 1985)		 Return +9.51% +8.46%
Std Dev 9.64% 10.62%
Max Drawdown -30.09% -40.11%
Last Update: 30 April 2024

Historical Returns as of Apr 30, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Aim Ways Aim Bold Strategy Portfolio -1.66 +14.10 +13.84 +8.01 +7.23 +8.49 +9.51
Frank Armstrong Ideal Index Portfolio -3.05 +12.03 +7.77 +5.07 +5.16 +6.74 +8.46
Return over 1 year are annualized.

Capital Growth as of Apr 30, 2024

Aim Ways Aim Bold Strategy Portfolio: an investment of 1$, since May 1994, now would be worth 11.54$, with a total return of 1053.88% (8.49% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1$, since May 1994, now would be worth 7.07$, with a total return of 607.32% (6.74% annualized).

Aim Ways Aim Bold Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 35.58$, with a total return of 3458.25% (9.51% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1$, since January 1985, now would be worth 24.36$, with a total return of 2335.52% (8.46% annualized).

Drawdowns

Drawdown comparison chart since May 1994.

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Aim Ways Aim Bold Strategy Portfolio
Frank Armstrong Ideal Index Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-40.11% Nov 2007 Feb 2009 (16) Feb 2011 (40) 17.98
-30.09% Nov 2007 Feb 2009 (16) Mar 2010 (29) 14.63
-25.79% Apr 2000 Sep 2002 (30) Feb 2004 (47) 15.19
-20.16% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.23
-18.25% Jan 2022 Sep 2022 (9) Mar 2024 (27) 8.72
-17.16% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.90
-16.33% Feb 2001 Sep 2002 (20) Oct 2003 (33) 8.83
-15.51% May 2011 Sep 2011 (5) Dec 2012 (20) 6.02
-12.21% May 1998 Aug 1998 (4) Dec 1998 (8) 5.81
-10.73% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.87
-9.48% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.31
-8.84% May 2011 Sep 2011 (5) Jan 2012 (9) 3.45
-8.72% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.53
-8.31% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.88
-7.04% Jun 2015 Jan 2016 (8) Jun 2016 (13) 3.88
-6.43% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.23
-5.59% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.62
-5.44% Apr 2012 May 2012 (2) Aug 2012 (5) 2.42
-5.03% May 2010 Jun 2010 (2) Sep 2010 (5) 2.85
-4.32% May 2013 Jun 2013 (2) Sep 2013 (5) 1.83

Drawdown comparison chart since January 1985.

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Aim Ways Aim Bold Strategy Portfolio
Frank Armstrong Ideal Index Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-40.11% Nov 2007 Feb 2009 (16) Feb 2011 (40) 17.98
-30.09% Nov 2007 Feb 2009 (16) Mar 2010 (29) 14.63
-25.79% Apr 2000 Sep 2002 (30) Feb 2004 (47) 15.19
-20.16% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.23
-18.25% Jan 2022 Sep 2022 (9) Mar 2024 (27) 8.72
-17.16% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.90
-16.33% Feb 2001 Sep 2002 (20) Oct 2003 (33) 8.83
-15.51% May 2011 Sep 2011 (5) Dec 2012 (20) 6.02
-14.90% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.97
-14.74% Jan 1990 Sep 1990 (9) Mar 1991 (15) 7.43
-14.07% Sep 1987 Nov 1987 (3) Jan 1989 (17) 6.65
-12.21% May 1998 Aug 1998 (4) Dec 1998 (8) 5.81
-10.73% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.87
-10.72% Aug 1990 Oct 1990 (3) Feb 1991 (7) 6.70
-9.48% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.31
-8.84% May 2011 Sep 2011 (5) Jan 2012 (9) 3.45
-8.72% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.53
-8.31% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.88
-7.21% Feb 1994 Jun 1994 (5) Mar 1995 (14) 4.23
-7.04% Jun 2015 Jan 2016 (8) Jun 2016 (13) 3.88

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
+3.01%
 -1.66%
+0.07%
 -3.05%
2023
+20.27%
 -5.40%
+12.04%
 -8.06%
2022
-15.30%
 -20.16%
-11.91%
 -18.25%
2021
+9.04%
 -3.19%
+13.98%
 -2.66%
2020
+17.74%
 -10.73%
+6.95%
 -17.16%
2019
+20.90%
 -3.36%
+17.96%
 -4.04%
2018
-3.18%
 -6.43%
-6.68%
 -9.48%
2017
+16.48%
 -0.61%
+13.88%
 -0.15%
2016
+8.00%
 -3.18%
+9.05%
 -4.06%
2015
-1.61%
 -6.91%
-1.66%
 -7.44%
2014
+5.99%
 -2.49%
+4.16%
 -3.12%
2013
+9.77%
 -4.32%
+16.03%
 -2.21%
2012
+13.75%
 -5.44%
+12.36%
 -6.57%
2011
+3.00%
 -8.84%
-2.98%
 -15.51%
2010
+15.52%
 -5.03%
+13.00%
 -8.67%
2009
+31.47%
 -7.78%
+21.58%
 -16.28%
2008
-22.24%
 -27.48%
-24.86%
 -27.96%
2007
+12.22%
 -3.27%
+5.91%
 -4.80%
2006
+14.03%
 -3.25%
+17.74%
 -2.78%
2005
+7.49%
 -2.58%
+8.40%
 -2.89%
2004
+9.98%
 -2.74%
+14.62%
 -3.40%
2003
+24.97%
 -1.29%
+26.78%
 -3.93%
2002
-5.10%
 -12.15%
-7.53%
 -13.72%
2001
-5.85%
 -14.68%
-3.80%
 -11.76%
2000
-8.48%
 -12.35%
+2.04%
 -5.59%
1999
+25.84%
 -2.85%
+13.53%
 -2.81%
1998
+23.03%
 -8.31%
+8.85%
 -12.21%
1997
+6.95%
 -3.92%
+12.22%
 -4.02%
1996
+15.50%
 -2.32%
+11.54%
 -3.03%
1995
+21.99%
 -0.16%
+16.29%
 -1.64%
1994
-2.69%
 -7.21%
+1.99%
 -4.20%
1993
+20.47%
 -0.27%
+17.70%
 -4.41%
1992
+6.50%
 -2.28%
+3.75%
 -3.20%
1991
+25.47%
 -2.70%
+20.38%
 -3.65%
1990
-3.46%
 -10.72%
-9.45%
 -14.74%
1989
+13.97%
 -1.45%
+15.59%
 -2.18%
1988
+9.96%
 -2.65%
+17.45%
 -2.71%
1987
+8.85%
 -14.07%
+10.19%
 -14.90%
1986
+18.12%
 -2.25%
+28.89%
 -3.91%
1985
+28.86%
 -1.35%
+31.78%
 -1.78%