Dynamic 40/60 Income vs Aim Ways Aim comfortable trip Portfolio Comparison

Last Update: 30 June 2024

The Dynamic 40/60 Income Portfolio obtained a 7.20% compound annual return, with a 8.12% standard deviation, in the last 30 Years.

The Aim Ways Aim comfortable trip Portfolio obtained a 7.71% compound annual return, with a 7.59% standard deviation, in the last 30 Years.

Summary

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Dynamic 40/60 Income Portfolio Aim Ways Aim comfortable trip Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 40% 40%
Fixed Income 60% 45%
Commodities 0% 15%
30 Years Stats Return +7.20% +7.71%
Std Dev 8.12% 7.59%
Max Drawdown -29.84% -20.15%
All time Stats
(Since Jan 1992)		 Return +7.35% +7.71%
Std Dev 7.88% 7.42%
Max Drawdown -29.84% -20.15%
Last Update: 30 June 2024

Historical Returns as of Jun 30, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 40/60 Income Portfolio +0.79 +4.44 +10.62 +3.95 +4.39 +7.20 +7.35
Aim Ways Aim comfortable trip Portfolio +0.45 +4.43 +11.60 +6.43 +5.70 +7.71 +7.71
Return over 1 year are annualized.

Capital Growth as of Jun 30, 2024

Dynamic 40/60 Income Portfolio: an investment of 1$, since July 1994, now would be worth 8.05$, with a total return of 705.36% (7.20% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since July 1994, now would be worth 9.29$, with a total return of 829.39% (7.71% annualized).


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Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.03$, with a total return of 902.69% (7.35% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since January 1992, now would be worth 11.19$, with a total return of 1018.96% (7.71% annualized).


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Drawdowns

Drawdown comparison chart since July 1994.


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Dynamic 40/60 Income Portfolio
Aim Ways Aim comfortable trip Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-20.15% Nov 2007 Feb 2009 (16) Sep 2009 (23) 10.02
-17.33% Jan 2022 Sep 2022 (9) Jun 2024 (30) 9.75
-15.56% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.08
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-9.39% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.14
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.35% Jun 2002 Sep 2002 (4) May 2003 (12) 4.77
-7.64% Sep 2000 Sep 2001 (13) May 2002 (21) 3.98
-7.22% May 1998 Aug 1998 (4) Oct 1998 (6) 2.93
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-5.67% May 2011 Sep 2011 (5) Jan 2012 (9) 2.09
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.92% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.56
-4.78% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.42
-4.39% Apr 2012 May 2012 (2) Aug 2012 (5) 2.00
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27
-4.02% May 2010 Jun 2010 (2) Sep 2010 (5) 2.26

Drawdown comparison chart since January 1992.


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Dynamic 40/60 Income Portfolio
Aim Ways Aim comfortable trip Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-20.15% Nov 2007 Feb 2009 (16) Sep 2009 (23) 10.02
-17.33% Jan 2022 Sep 2022 (9) Jun 2024 (30) 9.75
-15.56% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.08
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-9.39% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.14
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.35% Jun 2002 Sep 2002 (4) May 2003 (12) 4.77
-7.64% Sep 2000 Sep 2001 (13) May 2002 (21) 3.98
-7.22% May 1998 Aug 1998 (4) Oct 1998 (6) 2.93
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-5.67% May 2011 Sep 2011 (5) Jan 2012 (9) 2.09
-5.36% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.57
-5.21% Feb 1994 Jun 1994 (5) Mar 1995 (14) 3.12
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.92% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.56
-4.78% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.42
-4.39% Apr 2012 May 2012 (2) Aug 2012 (5) 2.00
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13

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
+4.44%
 -2.45%
+4.43%
 -1.63%
2023
+11.97%
 -5.00%
+15.77%
 -4.47%
2022
-14.37%
 -17.33%
-10.58%
 -15.56%
2021
+6.72%
 -1.83%
+7.29%
 -2.26%
2020
+8.28%
 -12.42%
+11.36%
 -9.39%
2019
+15.91%
 -1.51%
+16.14%
 -2.32%
2018
-3.18%
 -5.09%
-2.40%
 -4.78%
2017
+9.18%
 0.00%
+11.42%
 -0.42%
2016
+7.53%
 -1.95%
+7.92%
 -2.09%
2015
+0.21%
 -4.06%
-1.20%
 -4.92%
2014
+7.01%
 -1.44%
+5.31%
 -2.23%
2013
+6.13%
 -3.06%
+7.86%
 -3.94%
2012
+12.70%
 -2.72%
+10.85%
 -4.39%
2011
+2.96%
 -7.19%
+3.71%
 -5.67%
2010
+11.25%
 -3.72%
+13.58%
 -4.02%
2009
+22.37%
 -15.04%
+21.18%
 -6.93%
2008
-14.80%
 -23.51%
-12.97%
 -17.75%
2007
+0.88%
 -3.23%
+9.30%
 -2.21%
2006
+9.18%
 -1.29%
+12.61%
 -2.81%
2005
+5.23%
 -1.76%
+7.58%
 -2.16%
2004
+8.41%
 -3.31%
+10.79%
 -2.87%
2003
+21.64%
 -1.30%
+21.92%
 -1.65%
2002
+1.03%
 -6.73%
-0.23%
 -8.35%
2001
+8.71%
 -3.24%
-0.43%
 -7.19%
2000
+3.43%
 -4.13%
+1.50%
 -5.41%
1999
+11.02%
 -2.15%
+14.90%
 -2.99%
1998
+6.04%
 -9.38%
+18.20%
 -7.22%
1997
+16.36%
 -2.49%
+3.83%
 -3.99%
1996
+16.81%
 -1.12%
+10.16%
 -1.62%
1995
+23.17%
 0.00%
+19.66%
 -0.17%
1994
-3.19%
 -5.36%
-2.00%
 -5.21%
1993
+14.73%
 -0.57%
+16.10%
 -0.81%
1992
+12.95%
 -0.70%
+7.83%
 -1.96%