Dynamic 40/60 Income vs Aim Ways Shield Strategy Portfolio Comparison

Last Update: 31 March 2024

The Dynamic 40/60 Income Portfolio obtained a 7.11% compound annual return, with a 8.10% standard deviation, in the last 30 Years.

The Aim Ways Shield Strategy Portfolio obtained a 8.96% compound annual return, with a 8.83% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Dynamic 40/60 Income Portfolio Aim Ways Shield Strategy Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 40% 42%
Fixed Income 60% 38%
Commodities 0% 20%
30 Years Stats Return +7.11% +8.96%
Std Dev 8.10% 8.83%
Max Drawdown -29.84% -19.36%
All time Stats
(Since Jan 1992)
Return +7.38% +8.77%
Std Dev 7.89% 8.64%
Max Drawdown -29.84% -19.36%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1992

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 40/60 Income Portfolio +1.42 +11.29 +12.01 +4.34 +4.62 +7.11 +7.38
Aim Ways Shield Strategy Portfolio +3.17 +16.40 +16.94 +9.97 +8.32 +8.96 +8.77
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Dynamic 40/60 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.86$, with a total return of 685.75% (7.11% annualized).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since April 1994, now would be worth 13.13$, with a total return of 1212.72% (8.96% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.93$, with a total return of 893.32% (7.38% annualized).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since January 1992, now would be worth 15.02$, with a total return of 1402.37% (8.77% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

Swipe left to see all data
Dynamic 40/60 Income Portfolio
Aim Ways Shield Strategy 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
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-17.33% Jan 2022 Sep 2022 (9) In progress (27) 10.24
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-4.76% Sep 2011 Sep 2011 (1) Oct 2011 (2) 2.75
-4.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.18
-4.38% May 2013 Jun 2013 (2) Sep 2013 (5) 1.90
-4.34% Sep 2020 Oct 2020 (2) Dec 2020 (4) 2.34
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.07% Aug 2016 Nov 2016 (4) Feb 2017 (7) 2.11

Drawdown comparison chart since January 1992.

Swipe left to see all data
Dynamic 40/60 Income Portfolio
Aim Ways Shield Strategy 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
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-17.33% Jan 2022 Sep 2022 (9) In progress (27) 10.24
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-5.64% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.36
-5.36% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.57
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-4.76% Sep 2011 Sep 2011 (1) Oct 2011 (2) 2.75
-4.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.18
-4.38% May 2013 Jun 2013 (2) Sep 2013 (5) 1.90
-4.34% Sep 2020 Oct 2020 (2) Dec 2020 (4) 2.34

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+3.47%
0.00%
+5.16%
0.00%
2023
+11.97%
-4.99%
+20.08%
-5.24%
2022
-14.37%
-17.33%
-15.12%
-19.36%
2021
+6.72%
-1.83%
+9.82%
-3.40%
2020
+8.28%
-12.42%
+20.37%
-7.65%
2019
+15.91%
-1.51%
+22.48%
-2.06%
2018
-3.18%
-5.09%
-1.91%
-5.03%
2017
+9.18%
0.00%
+15.04%
-0.68%
2016
+7.53%
-1.95%
+7.35%
-4.07%
2015
+0.21%
-4.06%
-0.10%
-4.62%
2014
+7.01%
-1.44%
+8.59%
-2.13%
2013
+6.13%
-3.06%
+7.50%
-4.38%
2012
+12.70%
-2.72%
+10.74%
-3.62%
2011
+2.96%
-7.19%
+6.97%
-4.76%
2010
+11.25%
-3.72%
+16.03%
-3.39%
2009
+22.37%
-15.04%
+21.59%
-6.37%
2008
-14.80%
-23.51%
-12.13%
-18.60%
2007
+0.88%
-3.23%
+12.84%
-1.84%
2006
+9.18%
-1.29%
+11.15%
-3.29%
2005
+5.23%
-1.76%
+5.77%
-2.90%
2004
+8.41%
-3.31%
+7.38%
-3.99%
2003
+21.64%
-1.30%
+21.21%
-1.00%
2002
+1.03%
-6.73%
-1.64%
-7.75%
2001
+8.71%
-3.24%
-4.77%
-10.54%
2000
+3.43%
-4.13%
-4.17%
-8.87%
1999
+11.02%
-2.15%
+20.24%
-3.49%
1998
+6.04%
-9.38%
+24.17%
-7.66%
1997
+16.36%
-2.49%
+10.96%
-3.63%
1996
+16.81%
-1.12%
+12.28%
-2.24%
1995
+23.17%
0.00%
+24.80%
0.00%
1994
-3.19%
-5.36%
-1.72%
-5.64%
1993
+14.73%
-0.57%
+12.49%
-0.74%
1992
+12.95%
-0.70%
+4.94%
-2.92%