Rob Arnott vs Aim Ways Shield Strategy 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 Shield Strategy Portfolio obtained a 8.96% compound annual return, with a 8.83% 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 +6.68% +8.96%
Std Dev 7.19% 8.83%
Max Drawdown -24.27% -19.36%
All time Stats
(Since Jan 1985)
Return +8.20% +9.55%
Std Dev 7.17% 8.75%
Max Drawdown -24.27% -19.36%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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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 Shield Strategy Portfolio +3.17 +16.40 +16.94 +9.97 +8.32 +8.96 +9.55
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 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).

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 Shield Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 35.88$, with a total return of 3487.71% (9.55% annualized).

Drawdowns

Drawdown comparison chart since April 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 (27) 10.78
-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 (27) 10.78
-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
+1.13%
-0.76%
+5.16%
0.00%
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%