Bogleheads Three Funds vs Aim Ways Aim Bold Strategy Portfolio Comparison

Last Update: 29 February 2024

The Bogleheads Three Funds Portfolio obtained a 7.78% compound annual return, with a 12.39% standard deviation, in the last 30 Years.

The Aim Ways Aim Bold Strategy Portfolio obtained a 8.30% compound annual return, with a 9.92% standard deviation, in the last 30 Years.

Summary

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Bogleheads Three Funds Portfolio Aim Ways Aim Bold Strategy Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 45%
Fixed Income 20% 40%
Commodities 0% 15%
30 Years Stats Return +7.78% +8.30%
Std Dev 12.39% 9.92%
Max Drawdown -43.68% -30.09%
All time Stats
(Since Jan 1985)
Return +9.54% +9.52%
Std Dev 12.35% 9.65%
Max Drawdown -43.68% -30.09%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Bogleheads Three Funds Portfolio +3.34 +9.67 +18.81 +8.89 +7.67 +7.78 +9.54
Aim Ways Aim Bold Strategy Portfolio +2.08 +8.25 +18.41 +8.52 +7.08 +8.30 +9.52
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Bogleheads Three Funds Portfolio: an investment of 1$, since March 1994, now would be worth 9.46$, with a total return of 845.59% (7.78% annualized).

Aim Ways Aim Bold Strategy Portfolio: an investment of 1$, since March 1994, now would be worth 10.93$, with a total return of 993.30% (8.30% annualized).

Bogleheads Three Funds Portfolio: an investment of 1$, since January 1985, now would be worth 35.42$, with a total return of 3441.64% (9.54% annualized).

Aim Ways Aim Bold Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 35.17$, with a total return of 3417.25% (9.52% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Bogleheads Three Funds Portfolio
Aim Ways Aim Bold Strategy Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-43.68% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.19
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-30.09% Nov 2007 Feb 2009 (16) Mar 2010 (29) 14.63
-25.79% Apr 2000 Sep 2002 (30) Feb 2004 (47) 15.19
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-20.16% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.23
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-12.46% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.66
-10.73% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.87
-10.53% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.26
-9.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.19
-8.84% May 2011 Sep 2011 (5) Jan 2012 (9) 3.45
-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
-5.61% Mar 1994 Jun 1994 (4) Feb 1995 (12) 3.06
-5.44% Apr 2012 May 2012 (2) Aug 2012 (5) 2.42
-5.03% May 2010 Jun 2010 (2) Sep 2010 (5) 2.85
-4.68% May 2019 May 2019 (1) Jun 2019 (2) 2.70

Drawdown comparison chart since January 1985.

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Bogleheads Three Funds Portfolio
Aim Ways Aim Bold Strategy Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-43.68% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.19
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-30.09% Nov 2007 Feb 2009 (16) Mar 2010 (29) 14.63
-25.79% Apr 2000 Sep 2002 (30) Feb 2004 (47) 15.19
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-20.16% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.23
-19.21% Sep 1987 Nov 1987 (3) Jan 1989 (17) 8.97
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-15.31% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.86
-14.07% Sep 1987 Nov 1987 (3) Jan 1989 (17) 6.65
-12.46% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.66
-10.73% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.87
-10.72% Aug 1990 Oct 1990 (3) Feb 1991 (7) 6.70
-10.53% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.26
-9.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.19
-8.84% May 2011 Sep 2011 (5) Jan 2012 (9) 3.45
-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
+3.37%
0.00%
+1.83%
-0.25%
2023
+18.86%
-8.74%
+20.27%
-5.40%
2022
-17.06%
-23.18%
-15.30%
-20.16%
2021
+14.95%
-3.53%
+9.04%
-3.19%
2020
+15.39%
-17.01%
+17.74%
-10.73%
2019
+23.65%
-4.68%
+20.90%
-3.36%
2018
-6.89%
-10.53%
-3.18%
-6.43%
2017
+19.54%
0.00%
+16.48%
-0.61%
2016
+8.39%
-4.82%
+8.00%
-3.18%
2015
-1.14%
-8.74%
-1.61%
-6.91%
2014
+6.07%
-3.01%
+5.99%
-2.49%
2013
+20.56%
-2.36%
+9.77%
-4.32%
2012
+14.53%
-7.09%
+13.75%
-5.44%
2011
-2.14%
-15.77%
+3.00%
-8.84%
2010
+13.50%
-9.82%
+15.52%
-5.03%
2009
+26.45%
-15.70%
+31.47%
-7.78%
2008
-30.15%
-33.07%
-22.24%
-27.48%
2007
+8.73%
-4.35%
+12.22%
-3.27%
2006
+16.69%
-3.08%
+14.03%
-3.25%
2005
+8.30%
-3.34%
+7.49%
-2.58%
2004
+13.49%
-2.83%
+9.98%
-2.74%
2003
+28.27%
-3.88%
+24.97%
-1.29%
2002
-13.11%
-18.90%
-5.10%
-12.15%
2001
-9.84%
-18.61%
-5.85%
-14.68%
2000
-7.69%
-11.84%
-8.48%
-12.35%
1999
+20.73%
-2.88%
+25.84%
-2.85%
1998
+18.03%
-12.46%
+23.03%
-8.31%
1997
+17.15%
-4.61%
+6.95%
-3.92%
1996
+12.60%
-3.77%
+15.50%
-2.32%
1995
+22.72%
-1.03%
+21.99%
-0.16%
1994
+2.31%
-4.84%
-2.69%
-7.21%
1993
+16.23%
-4.16%
+20.47%
-0.27%
1992
+1.54%
-4.66%
+6.50%
-2.28%
1991
+22.09%
-4.27%
+25.47%
-2.70%
1990
-8.74%
-15.31%
-3.46%
-10.72%
1989
+20.64%
-2.08%
+13.97%
-1.45%
1988
+17.83%
-3.20%
+9.96%
-2.65%
1987
+10.76%
-19.21%
+8.85%
-14.07%
1986
+29.32%
-4.89%
+18.12%
-2.25%
1985
+35.27%
-2.34%
+28.86%
-1.35%