Gyroscopic Investing Desert 2x Leveraged vs Aim Ways Shield Strategy Portfolio Comparison

Last Update: 31 March 2024

The Gyroscopic Investing Desert 2x Leveraged Portfolio obtained a 6.95% compound annual return, with a 13.43% standard deviation, in the last 10 Years.

The Aim Ways Shield Strategy Portfolio obtained a 8.32% compound annual return, with a 8.94% standard deviation, in the last 10 Years.

Summary

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Gyroscopic Investing Desert 2x Leveraged Portfolio Aim Ways Shield Strategy Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 30% 42%
Fixed Income 60% 38%
Commodities 10% 20%
10 Years Stats Return +6.95% +8.32%
Std Dev 13.43% 8.94%
Max Drawdown -34.04% -19.36%
All time Stats
(Since Mar 2010)
Return +9.74% +8.97%
Std Dev 12.34% 8.62%
Max Drawdown -34.04% -19.36%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Gyroscopic Investing Desert 2x Leveraged Portfolio +4.61 +21.52 +11.20 +6.09 +6.95 +9.74
Aim Ways Shield Strategy Portfolio +3.17 +16.40 +16.94 +9.97 +8.32 +8.97
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since April 2014, now would be worth 1.96$, with a total return of 95.85% (6.95% annualized).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since April 2014, now would be worth 2.22$, with a total return of 122.31% (8.32% annualized).

Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 3.70$, with a total return of 270.24% (9.74% annualized).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since March 2010, now would be worth 3.35$, with a total return of 235.07% (8.97% annualized).

Drawdowns

Drawdown comparison chart since April 2014.

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Gyroscopic Investing Desert 2x Leveraged 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
-34.04% Jan 2022 Sep 2022 (9) In progress (27) 23.47
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-10.03% Aug 2016 Nov 2016 (4) Jul 2017 (12) 4.91
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-7.55% Feb 2018 Oct 2018 (9) Mar 2019 (14) 4.29
-6.85% Feb 2015 Aug 2015 (7) Mar 2016 (14) 3.98
-6.04% Sep 2020 Oct 2020 (2) Dec 2020 (4) 3.09
-5.79% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.63
-5.23% Jan 2021 Mar 2021 (3) Apr 2021 (4) 3.50
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-4.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.18
-4.34% Sep 2020 Oct 2020 (2) Dec 2020 (4) 2.34
-4.07% Aug 2016 Nov 2016 (4) Feb 2017 (7) 2.11
-3.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.87
-3.53% Feb 2018 Apr 2018 (3) Aug 2018 (7) 2.20
-3.41% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.77
-3.40% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.96
-2.74% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.61
-2.13% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.20
-2.06% May 2019 May 2019 (1) Jun 2019 (2) 1.19

Drawdown comparison chart since March 2010.

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Gyroscopic Investing Desert 2x Leveraged 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
-34.04% Jan 2022 Sep 2022 (9) In progress (27) 23.47
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-10.03% Aug 2016 Nov 2016 (4) Jul 2017 (12) 4.91
-8.09% May 2013 Jun 2013 (2) Oct 2013 (6) 4.76
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-7.55% Feb 2018 Oct 2018 (9) Mar 2019 (14) 4.29
-6.85% Feb 2015 Aug 2015 (7) Mar 2016 (14) 3.98
-6.04% Sep 2020 Oct 2020 (2) Dec 2020 (4) 3.09
-5.79% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.63
-5.23% Jan 2021 Mar 2021 (3) Apr 2021 (4) 3.50
-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
-4.07% Aug 2016 Nov 2016 (4) Feb 2017 (7) 2.11
-3.62% May 2012 May 2012 (1) Jul 2012 (3) 1.95
-3.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.87
-3.56% Sep 2011 Sep 2011 (1) Oct 2011 (2) 2.05
-3.53% Feb 2018 Apr 2018 (3) Aug 2018 (7) 2.20

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
+4.59%
-0.66%
+5.16%
0.00%
2023
+15.63%
-13.22%
+20.08%
-5.24%
2022
-30.56%
-34.04%
-15.12%
-19.36%
2021
+12.18%
-5.79%
+9.82%
-3.40%
2020
+21.66%
-6.04%
+20.37%
-7.65%
2019
+30.15%
-1.15%
+22.48%
-2.06%
2018
-5.84%
-7.55%
-1.91%
-5.03%
2017
+17.48%
-1.28%
+15.04%
-0.68%
2016
+7.95%
-10.03%
+7.35%
-4.07%
2015
-1.47%
-6.85%
-0.10%
-4.62%
2014
+17.56%
-3.41%
+8.59%
-2.13%
2013
+8.45%
-8.09%
+7.50%
-4.38%
2012
+14.13%
-2.65%
+10.74%
-3.62%
2011
+18.75%
-3.56%
+6.97%
-4.76%