Rob Arnott vs Aim Ways Aim comfortable trip Portfolio Comparison

Last Update: 31 March 2024

The Rob Arnott Portfolio obtained a 6.68% compound annual return, with a 7.19% standard deviation, in the last 30 Years.

The Aim Ways Aim comfortable trip Portfolio obtained a 7.61% compound annual return, with a 7.58% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Rob Arnott Portfolio Aim Ways Aim comfortable trip Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 30% 40%
Fixed Income 60% 45%
Commodities 10% 15%
30 Years Stats Return +6.68% +7.61%
Std Dev 7.19% 7.58%
Max Drawdown -24.27% -20.15%
All time Stats
(Since Jan 1985)
Return +8.20% +8.86%
Std Dev 7.17% 7.64%
Max Drawdown -24.27% -20.15%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Rob Arnott Portfolio +1.84 +9.51 +6.14 +4.06 +4.01 +6.68 +8.20
Aim Ways Aim comfortable trip Portfolio +2.90 +12.53 +12.76 +6.90 +5.88 +7.61 +8.86
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Rob Arnott Portfolio: an investment of 1$, since April 1994, now would be worth 6.95$, with a total return of 595.19% (6.68% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since April 1994, now would be worth 9.02$, with a total return of 801.93% (7.61% annualized).

Rob Arnott Portfolio: an investment of 1$, since January 1985, now would be worth 22.09$, with a total return of 2108.85% (8.20% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since January 1985, now would be worth 28.02$, with a total return of 2701.65% (8.86% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

Swipe left to see all data
Rob Arnott 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
-24.27% Jun 2008 Feb 2009 (9) Mar 2010 (22) 12.41
-20.15% Nov 2007 Feb 2009 (16) Sep 2009 (23) 10.02
-17.86% Jan 2022 Sep 2022 (9) In progress (27) 10.78
-15.56% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.08
-9.39% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.14
-8.72% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.02
-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
-6.23% Mar 2015 Jan 2016 (11) Jun 2016 (16) 3.65
-5.67% May 2011 Sep 2011 (5) Jan 2012 (9) 2.09
-5.66% May 2013 Jun 2013 (2) Feb 2014 (10) 3.39
-4.92% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.56
-4.84% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.63
-4.78% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.42
-4.70% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.74
-4.39% Apr 2012 May 2012 (2) Aug 2012 (5) 2.00
-4.10% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.15
-4.02% May 2010 Jun 2010 (2) Sep 2010 (5) 2.26
-3.99% Oct 1997 Dec 1997 (3) Feb 1998 (5) 2.39

Drawdown comparison chart since January 1985.

Swipe left to see all data
Rob Arnott 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
-24.27% Jun 2008 Feb 2009 (9) Mar 2010 (22) 12.41
-20.15% Nov 2007 Feb 2009 (16) Sep 2009 (23) 10.02
-17.86% Jan 2022 Sep 2022 (9) In progress (27) 10.78
-15.56% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.08
-11.65% Sep 1987 Nov 1987 (3) Oct 1988 (14) 5.29
-9.39% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.14
-8.72% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.02
-8.36% Jan 1990 Oct 1990 (10) Feb 1991 (14) 4.03
-8.35% Jun 2002 Sep 2002 (4) May 2003 (12) 4.77
-7.64% Sep 2000 Sep 2001 (13) May 2002 (21) 3.98
-7.37% Feb 1994 Nov 1994 (10) May 1995 (16) 4.71
-7.22% May 1998 Aug 1998 (4) Oct 1998 (6) 2.93
-6.23% Mar 2015 Jan 2016 (11) Jun 2016 (16) 3.65
-6.11% Jan 1990 Apr 1990 (4) Jul 1990 (7) 3.26
-5.67% May 2011 Sep 2011 (5) Jan 2012 (9) 2.09
-5.66% May 2013 Jun 2013 (2) Feb 2014 (10) 3.39
-5.21% Sep 1987 Nov 1987 (3) Jan 1988 (5) 3.32
-5.21% Feb 1994 Jun 1994 (5) Mar 1995 (14) 3.12
-4.92% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.56
-4.84% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.63

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
+1.13%
-0.76%
+3.12%
-0.68%
2023
+9.08%
-7.06%
+15.78%
-4.47%
2022
-14.81%
-17.86%
-10.58%
-15.56%
2021
+11.04%
-1.71%
+7.29%
-2.26%
2020
+7.98%
-8.72%
+11.36%
-9.39%
2019
+16.67%
-0.49%
+16.14%
-2.32%
2018
-4.12%
-4.84%
-2.40%
-4.78%
2017
+9.02%
-0.37%
+11.42%
-0.42%
2016
+7.14%
-3.86%
+7.92%
-2.09%
2015
-3.26%
-5.73%
-1.20%
-4.92%
2014
+7.59%
-2.79%
+5.31%
-2.23%
2013
+1.41%
-5.66%
+7.86%
-3.94%
2012
+10.55%
-2.17%
+10.85%
-4.39%
2011
+7.73%
-3.51%
+3.71%
-5.67%
2010
+11.89%
-2.99%
+13.58%
-4.02%
2009
+14.59%
-11.26%
+21.18%
-6.93%
2008
-11.48%
-21.15%
-12.97%
-17.75%
2007
+7.64%
-1.84%
+9.30%
-2.21%
2006
+8.97%
-1.26%
+12.61%
-2.81%
2005
+7.74%
-2.50%
+7.58%
-2.16%
2004
+11.93%
-4.70%
+10.79%
-2.87%
2003
+17.00%
-2.42%
+21.92%
-1.65%
2002
+8.16%
-0.99%
-0.23%
-8.35%
2001
+0.06%
-2.47%
-0.43%
-7.19%
2000
+12.87%
-0.83%
+1.50%
-5.41%
1999
+7.22%
-2.71%
+14.90%
-2.99%
1998
+6.53%
-4.10%
+18.20%
-7.22%
1997
+7.20%
-2.36%
+3.83%
-3.99%
1996
+11.02%
-0.75%
+10.16%
-1.62%
1995
+21.23%
0.00%
+19.66%
-0.17%
1994
-2.84%
-7.37%
-2.00%
-5.21%
1993
+13.77%
-2.73%
+16.10%
-0.81%
1992
+6.56%
-2.87%
+7.83%
-1.96%
1991
+18.67%
-1.99%
+21.40%
-2.60%
1990
+2.80%
-6.11%
-2.90%
-8.36%
1989
+17.53%
-1.16%
+13.45%
-0.99%
1988
+13.48%
-1.21%
+10.56%
-1.94%
1987
+6.41%
-5.21%
+10.38%
-11.65%
1986
+21.76%
-3.06%
+21.36%
-1.76%
1985
+27.17%
-1.73%
+28.00%
-1.27%