Rob Arnott vs Aim Ways Ulcer Free 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 Ulcer Free Strategy Portfolio obtained a 6.78% compound annual return, with a 5.47% standard deviation, in the last 30 Years.

Summary

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Rob Arnott Portfolio Aim Ways Ulcer Free Strategy Portfolio
Portfolio Risk Medium Low
Asset Allocation Stocks 30% 7%
Fixed Income 60% 82%
Commodities 10% 11%
30 Years Stats Return +6.68% +6.78%
Std Dev 7.19% 5.47%
Max Drawdown -24.27% -17.05%
All time Stats
(Since Jul 1985)
Return +7.98% +7.71%
Std Dev 7.13% 5.61%
Max Drawdown -24.27% -17.05%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from July 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 +7.98
Aim Ways Ulcer Free Strategy Portfolio +1.96 +9.20 +6.99 +4.21 +4.44 +6.78 +7.71
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 Ulcer Free Strategy Portfolio: an investment of 1$, since April 1994, now would be worth 7.15$, with a total return of 615.14% (6.78% annualized).

Rob Arnott Portfolio: an investment of 1$, since July 1985, now would be worth 19.56$, with a total return of 1856.36% (7.98% annualized).

Aim Ways Ulcer Free Strategy Portfolio: an investment of 1$, since July 1985, now would be worth 17.81$, with a total return of 1680.86% (7.71% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Rob Arnott Portfolio
Aim Ways Ulcer Free 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
-17.86% Jan 2022 Sep 2022 (9) In progress (27) 10.78
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-12.38% Mar 2008 Oct 2008 (8) Jul 2009 (17) 4.94
-8.72% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.02
-6.23% Mar 2015 Jan 2016 (11) Jun 2016 (16) 3.65
-5.66% May 2013 Jun 2013 (2) Feb 2014 (10) 3.39
-4.85% May 2013 Jun 2013 (2) Jan 2014 (9) 2.40
-4.84% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.63
-4.70% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.74
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.33
-4.28% Aug 2016 Nov 2016 (4) May 2017 (10) 2.18
-4.10% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.15
-3.86% Aug 2016 Nov 2016 (4) May 2017 (10) 1.64
-3.61% Jan 2021 Mar 2021 (3) Jul 2021 (7) 1.83
-3.51% Aug 2011 Sep 2011 (2) Oct 2011 (3) 1.80
-3.34% Feb 1999 Feb 1999 (1) Oct 1999 (9) 2.31
-3.26% Aug 1994 Nov 1994 (4) Feb 1995 (7) 1.69
-2.99% May 2010 May 2010 (1) Jul 2010 (3) 1.99
-2.92% Apr 2004 Apr 2004 (1) Sep 2004 (6) 1.88

Drawdown comparison chart since July 1985.

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Rob Arnott Portfolio
Aim Ways Ulcer Free 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
-17.86% Jan 2022 Sep 2022 (9) In progress (27) 10.78
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-12.38% Mar 2008 Oct 2008 (8) Jul 2009 (17) 4.94
-8.72% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.02
-7.37% Feb 1994 Nov 1994 (10) May 1995 (16) 4.71
-7.22% Feb 1994 Jun 1994 (5) May 1995 (16) 4.89
-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
-5.21% Sep 1987 Nov 1987 (3) Jan 1988 (5) 3.32
-4.85% May 2013 Jun 2013 (2) Jan 2014 (9) 2.40
-4.84% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.63
-4.70% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.74
-4.57% Dec 1989 Apr 1990 (5) Jun 1990 (7) 2.26
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.33
-4.28% Aug 2016 Nov 2016 (4) May 2017 (10) 2.18
-4.10% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.15
-3.95% Aug 1990 Oct 1990 (3) Dec 1990 (5) 2.53
-3.86% Aug 2016 Nov 2016 (4) May 2017 (10) 1.64

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%
+1.21%
-0.74%
2023
+9.08%
-7.06%
+11.49%
-4.45%
2022
-14.81%
-17.86%
-14.78%
-16.24%
2021
+11.04%
-1.71%
-0.14%
-3.61%
2020
+7.98%
-8.72%
+18.58%
-1.95%
2019
+16.67%
-0.49%
+13.23%
-0.90%
2018
-4.12%
-4.84%
+0.80%
-2.22%
2017
+9.02%
-0.37%
+7.58%
-0.95%
2016
+7.14%
-3.86%
+4.79%
-4.28%
2015
-3.26%
-5.73%
+0.29%
-2.66%
2014
+7.59%
-2.79%
+8.23%
-1.52%
2013
+1.41%
-5.66%
-0.03%
-4.85%
2012
+10.55%
-2.17%
+8.71%
-0.89%
2011
+7.73%
-3.51%
+8.46%
-1.44%
2010
+11.89%
-2.99%
+12.68%
-0.70%
2009
+14.59%
-11.26%
+16.00%
-1.71%
2008
-11.48%
-21.15%
-2.04%
-12.38%
2007
+7.64%
-1.84%
+9.97%
-1.18%
2006
+8.97%
-1.26%
+6.54%
-1.43%
2005
+7.74%
-2.50%
+5.63%
-1.20%
2004
+11.93%
-4.70%
+6.97%
-2.92%
2003
+17.00%
-2.42%
+13.76%
-1.82%
2002
+8.16%
-0.99%
+6.43%
-1.54%
2001
+0.06%
-2.47%
+3.38%
-2.75%
2000
+12.87%
-0.83%
+8.03%
-2.81%
1999
+7.22%
-2.71%
+7.63%
-3.34%
1998
+6.53%
-4.10%
+15.70%
-1.61%
1997
+7.20%
-2.36%
+4.35%
-3.33%
1996
+11.02%
-0.75%
+6.34%
-1.14%
1995
+21.23%
0.00%
+22.38%
0.00%
1994
-2.84%
-7.37%
-5.28%
-7.22%
1993
+13.77%
-2.73%
+15.55%
-1.09%
1992
+6.56%
-2.87%
+8.77%
-2.50%
1991
+18.67%
-1.99%
+22.03%
-1.43%
1990
+2.80%
-6.11%
+3.19%
-4.41%
1989
+17.53%
-1.16%
+13.06%
-1.07%
1988
+13.48%
-1.21%
+6.18%
-1.73%
1987
+6.41%
-5.21%
+3.80%
-3.76%
1986
+21.76%
-3.06%
+17.65%
-1.88%