Rob Arnott vs Aim Ways Shield Strategy 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 Shield Strategy Portfolio obtained a 9.13% compound annual return, with a 8.84% standard deviation, in the last 30 Years.

Summary

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Rob Arnott Portfolio Aim Ways Shield Strategy Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 30% 42%
Fixed Income 60% 38%
Commodities 10% 20%
30 Years Stats Return +6.71% +9.13%
Std Dev 7.23% 8.84%
Max Drawdown -24.27% -19.36%
All time Stats
(Since Jan 1985)		 Return +8.16% +9.58%
Std Dev 7.18% 8.74%
Max Drawdown -24.27% -19.36%
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 Shield Strategy Portfolio +2.17 +8.56 +16.28 +9.55 +8.24 +9.13 +9.58
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 Shield Strategy Portfolio: an investment of 1$, since July 1994, now would be worth 13.73$, with a total return of 1273.36% (9.13% 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 Shield Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 37.04$, with a total return of 3603.75% (9.58% annualized).


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Drawdowns

Drawdown comparison chart since July 1994.


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Rob Arnott 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
-24.27% Jun 2008 Feb 2009 (9) Mar 2010 (22) 12.41
-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
-17.86% Jan 2022 Sep 2022 (9) In progress (30) 10.49
-8.72% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.02
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-6.23% Mar 2015 Jan 2016 (11) Jun 2016 (16) 3.65
-5.66% May 2013 Jun 2013 (2) Feb 2014 (10) 3.39
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-4.84% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.63
-4.76% Sep 2011 Sep 2011 (1) Oct 2011 (2) 2.75
-4.70% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.74
-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
-4.10% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.15
-4.07% Aug 2016 Nov 2016 (4) Feb 2017 (7) 2.11

Drawdown comparison chart since January 1985.


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Rob Arnott 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
-24.27% Jun 2008 Feb 2009 (9) Mar 2010 (22) 12.41
-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
-17.86% Jan 2022 Sep 2022 (9) In progress (30) 10.49
-13.14% Sep 1987 Nov 1987 (3) Apr 1989 (20) 6.21
-8.72% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.02
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-7.37% Feb 1994 Nov 1994 (10) May 1995 (16) 4.71
-6.64% Aug 1990 Oct 1990 (3) Jan 1991 (6) 3.77
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-6.23% Mar 2015 Jan 2016 (11) Jun 2016 (16) 3.65
-6.11% Jan 1990 Apr 1990 (4) Jul 1990 (7) 3.26
-5.66% May 2013 Jun 2013 (2) Feb 2014 (10) 3.39
-5.64% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.36
-5.59% Jan 1990 Apr 1990 (4) Jul 1990 (7) 2.85
-5.21% Sep 1987 Nov 1987 (3) Jan 1988 (5) 3.32
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-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.
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Year Return Drawdown Return Drawdown
2024
+1.44%
 -3.00%
+8.56%
 -2.13%
2023
+9.08%
 -7.06%
+20.08%
 -5.24%
2022
-14.81%
 -17.86%
-15.12%
 -19.36%
2021
+11.04%
 -1.71%
+9.82%
 -3.40%
2020
+7.98%
 -8.72%
+20.37%
 -7.65%
2019
+16.67%
 -0.49%
+22.48%
 -2.06%
2018
-4.12%
 -4.84%
-1.91%
 -5.03%
2017
+9.02%
 -0.37%
+15.04%
 -0.68%
2016
+7.14%
 -3.86%
+7.35%
 -4.07%
2015
-3.26%
 -5.73%
-0.10%
 -4.62%
2014
+7.59%
 -2.79%
+8.59%
 -2.13%
2013
+1.41%
 -5.66%
+7.50%
 -4.38%
2012
+10.55%
 -2.17%
+10.74%
 -3.62%
2011
+7.73%
 -3.51%
+6.97%
 -4.76%
2010
+11.89%
 -2.99%
+16.03%
 -3.39%
2009
+14.59%
 -11.26%
+21.59%
 -6.37%
2008
-11.48%
 -21.15%
-12.13%
 -18.60%
2007
+7.64%
 -1.84%
+12.84%
 -1.84%
2006
+8.97%
 -1.26%
+11.15%
 -3.29%
2005
+7.74%
 -2.50%
+5.77%
 -2.90%
2004
+11.93%
 -4.70%
+7.38%
 -3.99%
2003
+17.00%
 -2.42%
+21.21%
 -1.00%
2002
+8.16%
 -0.99%
-1.64%
 -7.75%
2001
+0.06%
 -2.47%
-4.77%
 -10.54%
2000
+12.87%
 -0.83%
-4.17%
 -8.87%
1999
+7.22%
 -2.71%
+20.24%
 -3.49%
1998
+6.53%
 -4.10%
+24.17%
 -7.66%
1997
+7.20%
 -2.36%
+10.96%
 -3.63%
1996
+11.02%
 -0.75%
+12.28%
 -2.24%
1995
+21.23%
 0.00%
+24.80%
 0.00%
1994
-2.84%
 -7.37%
-1.72%
 -5.64%
1993
+13.77%
 -2.73%
+12.49%
 -0.74%
1992
+6.56%
 -2.87%
+4.94%
 -2.92%
1991
+18.67%
 -1.99%
+23.27%
 -2.81%
1990
+2.80%
 -6.11%
-0.04%
 -6.64%
1989
+17.53%
 -1.16%
+17.40%
 -1.65%
1988
+13.48%
 -1.21%
+6.16%
 -3.42%
1987
+6.41%
 -5.21%
+8.56%
 -13.14%
1986
+21.76%
 -3.06%
+15.59%
 -2.72%
1985
+27.17%
 -1.73%
+23.91%
 -2.06%