Rob Arnott vs Aim Ways Gold Pivot Ptf Portfolio Comparison

Last Update: 30 June 2024

The Rob Arnott Portfolio obtained a 6.71% compound annual return, with a 7.23% standard deviation, in the last 30 Years.

The Aim Ways Gold Pivot Ptf Portfolio obtained a 8.15% compound annual return, with a 8.20% standard deviation, in the last 30 Years.

Summary

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Rob Arnott Portfolio Aim Ways Gold Pivot Ptf Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 30% 22%
Fixed Income 60% 44%
Commodities 10% 34%
30 Years Stats Return +6.71% +8.15%
Std Dev 7.23% 8.20%
Max Drawdown -24.27% -19.49%
All time Stats
(Since Jan 1985)		 Return +8.16% +8.48%
Std Dev 7.18% 7.82%
Max Drawdown -24.27% -19.49%
Last Update: 30 June 2024

Historical Returns as of Jun 30, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Rob Arnott Portfolio +0.99 +1.44 +5.91 +3.46 +3.66 +6.71 +8.16
Aim Ways Gold Pivot Ptf Portfolio +1.37 +7.66 +15.44 +8.08 +6.77 +8.15 +8.48
Return over 1 year are annualized.

Capital Growth as of Jun 30, 2024

Rob Arnott Portfolio: an investment of 1$, since July 1994, now would be worth 7.01$, with a total return of 601.33% (6.71% annualized).

Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since July 1994, now would be worth 10.49$, with a total return of 948.72% (8.15% annualized).


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Rob Arnott Portfolio: an investment of 1$, since January 1985, now would be worth 22.16$, with a total return of 2115.77% (8.16% annualized).

Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since January 1985, now would be worth 24.92$, with a total return of 2392.02% (8.48% annualized).


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Drawdowns

Drawdown comparison chart since July 1994.


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Rob Arnott Portfolio
Aim Ways Gold Pivot Ptf 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
-19.49% Mar 2008 Oct 2008 (8) Aug 2009 (18) 9.22
-17.86% Jan 2022 Sep 2022 (9) In progress (30) 10.49
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-12.99% Mar 2000 Mar 2001 (13) May 2003 (39) 7.74
-9.18% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.76
-8.72% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.02
-6.23% Mar 2015 Jan 2016 (11) Jun 2016 (16) 3.65
-6.06% May 1998 Aug 1998 (4) Sep 1998 (5) 2.72
-5.71% Sep 2011 Sep 2011 (1) Jan 2012 (5) 2.75
-5.66% May 2013 Jun 2013 (2) Feb 2014 (10) 3.39
-5.62% Oct 1997 Dec 1997 (3) Mar 1998 (6) 2.94
-5.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.93
-5.55% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.17
-5.47% Aug 2016 Nov 2016 (4) Apr 2017 (9) 2.74
-4.84% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.63
-4.78% Dec 1996 Mar 1997 (4) Jul 1997 (8) 2.30
-4.70% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.74
-4.11% Jan 2021 Feb 2021 (2) May 2021 (5) 2.40
-4.10% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.15

Drawdown comparison chart since January 1985.


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Rob Arnott Portfolio
Aim Ways Gold Pivot Ptf 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
-19.49% Mar 2008 Oct 2008 (8) Aug 2009 (18) 9.22
-17.86% Jan 2022 Sep 2022 (9) In progress (30) 10.49
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-12.99% Mar 2000 Mar 2001 (13) May 2003 (39) 7.74
-9.18% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.76
-8.72% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.02
-7.37% Feb 1994 Nov 1994 (10) May 1995 (16) 4.71
-7.14% Dec 1989 Oct 1990 (11) Feb 1991 (15) 3.51
-6.76% Sep 1987 Oct 1987 (2) May 1989 (21) 2.87
-6.23% Mar 2015 Jan 2016 (11) Jun 2016 (16) 3.65
-6.11% Jan 1990 Apr 1990 (4) Jul 1990 (7) 3.26
-6.06% May 1998 Aug 1998 (4) Sep 1998 (5) 2.72
-5.71% Sep 2011 Sep 2011 (1) Jan 2012 (5) 2.75
-5.66% May 2013 Jun 2013 (2) Feb 2014 (10) 3.39
-5.62% Oct 1997 Dec 1997 (3) Mar 1998 (6) 2.94
-5.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.93
-5.55% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.17
-5.47% Aug 2016 Nov 2016 (4) Apr 2017 (9) 2.74
-5.21% Sep 1987 Nov 1987 (3) Jan 1988 (5) 3.32

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
+1.44%
 -3.00%
+7.66%
 -0.50%
2023
+9.08%
 -7.06%
+17.87%
 -4.11%
2022
-14.81%
 -17.86%
-11.42%
 -15.46%
2021
+11.04%
 -1.71%
+4.01%
 -4.11%
2020
+7.98%
 -8.72%
+18.54%
 -5.61%
2019
+16.67%
 -0.49%
+18.24%
 -1.03%
2018
-4.12%
 -4.84%
+0.01%
 -2.56%
2017
+9.02%
 -0.37%
+12.25%
 -1.32%
2016
+7.14%
 -3.86%
+7.68%
 -5.47%
2015
-3.26%
 -5.73%
-2.07%
 -5.55%
2014
+7.59%
 -2.79%
+6.26%
 -2.55%
2013
+1.41%
 -5.66%
-1.77%
 -8.02%
2012
+10.55%
 -2.17%
+10.26%
 -3.78%
2011
+7.73%
 -3.51%
+8.11%
 -5.71%
2010
+11.89%
 -2.99%
+18.24%
 -1.29%
2009
+14.59%
 -11.26%
+26.47%
 -2.40%
2008
-11.48%
 -21.15%
-9.56%
 -19.49%
2007
+7.64%
 -1.84%
+15.46%
 -1.98%
2006
+8.97%
 -1.26%
+11.68%
 -3.60%
2005
+7.74%
 -2.50%
+8.58%
 -2.17%
2004
+11.93%
 -4.70%
+7.13%
 -3.73%
2003
+17.00%
 -2.42%
+19.35%
 -2.07%
2002
+8.16%
 -0.99%
+4.89%
 -6.10%
2001
+0.06%
 -2.47%
-1.82%
 -7.75%
2000
+12.87%
 -0.83%
-4.73%
 -8.07%
1999
+7.22%
 -2.71%
+17.47%
 -3.69%
1998
+6.53%
 -4.10%
+20.77%
 -6.06%
1997
+7.20%
 -2.36%
-2.12%
 -5.62%
1996
+11.02%
 -0.75%
+8.83%
 -1.21%
1995
+21.23%
 0.00%
+18.41%
 -0.12%
1994
-2.84%
 -7.37%
-2.97%
 -5.11%
1993
+13.77%
 -2.73%
+15.87%
 -1.82%
1992
+6.56%
 -2.87%
+5.39%
 -3.33%
1991
+18.67%
 -1.99%
+19.63%
 -1.36%
1990
+2.80%
 -6.11%
-1.37%
 -6.49%
1989
+17.53%
 -1.16%
+9.05%
 -0.91%
1988
+13.48%
 -1.21%
+2.41%
 -2.76%
1987
+6.41%
 -5.21%
+11.67%
 -6.76%
1986
+21.76%
 -3.06%
+15.85%
 -0.90%
1985
+27.17%
 -1.73%
+20.28%
 -2.71%