Rob Arnott vs Aim Ways Ulcer Free 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 Ulcer Free Strategy Portfolio obtained a 7.50% compound annual return, with a 6.02% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Rob Arnott Portfolio Aim Ways Ulcer Free Strategy Portfolio
Portfolio Risk Medium Low
Asset Allocation Stocks 30% 11%
Fixed Income 60% 77%
Commodities 10% 12%
30 Years Stats Return +6.71% +7.50%
Std Dev 7.23% 6.02%
Max Drawdown -24.27% -17.48%
All time Stats
(Since Jul 1985)		 Return +7.93% +8.17%
Std Dev 7.14% 6.10%
Max Drawdown -24.27% -17.48%
Last Update: 30 June 2024

Historical Returns as of Jun 30, 2024

Comparison period starts from July 1985

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Rob Arnott Portfolio +0.99 +1.44 +5.91 +3.46 +3.66 +6.71 +7.93
Aim Ways Ulcer Free Strategy Portfolio +1.40 +2.91 +8.19 +4.82 +5.08 +7.50 +8.17
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 Ulcer Free Strategy Portfolio: an investment of 1$, since July 1994, now would be worth 8.77$, with a total return of 776.60% (7.50% annualized).


Loading data
Please wait
Rob Arnott Portfolio: an investment of 1$, since July 1985, now would be worth 19.62$, with a total return of 1862.49% (7.93% annualized).

Aim Ways Ulcer Free Strategy Portfolio: an investment of 1$, since July 1985, now would be worth 21.38$, with a total return of 2037.62% (8.17% annualized).


Loading data
Please wait

Drawdowns

Drawdown comparison chart since July 1994.


Loading data
Please wait
Swipe left to see all data
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 (30) 10.49
-17.48% Sep 2021 Sep 2022 (13) In progress (34) 9.54
-13.81% Mar 2008 Oct 2008 (8) Jul 2009 (17) 6.02
-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
-4.84% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.63
-4.73% Sep 2000 Nov 2000 (3) Oct 2002 (26) 2.28
-4.70% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.74
-4.61% May 2013 Jun 2013 (2) Oct 2013 (6) 2.35
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.18
-4.10% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.15
-4.08% Oct 2016 Nov 2016 (2) Apr 2017 (7) 2.29
-3.86% Aug 2016 Nov 2016 (4) May 2017 (10) 1.64
-3.77% Apr 2000 May 2000 (2) Aug 2000 (5) 1.84
-3.53% Feb 1999 Feb 1999 (1) Sep 1999 (8) 2.12
-3.51% Aug 2011 Sep 2011 (2) Oct 2011 (3) 1.80
-3.29% Jan 2021 Mar 2021 (3) Jul 2021 (7) 1.55
-3.26% Aug 1994 Nov 1994 (4) Feb 1995 (7) 1.69

Drawdown comparison chart since July 1985.


Loading data
Please wait
Swipe left to see all data
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 (30) 10.49
-17.48% Sep 2021 Sep 2022 (13) In progress (34) 9.54
-13.81% Mar 2008 Oct 2008 (8) Jul 2009 (17) 6.02
-8.72% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.02
-7.37% Feb 1994 Nov 1994 (10) May 1995 (16) 4.71
-7.24% Feb 1994 Jun 1994 (5) Apr 1995 (15) 4.83
-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
-5.36% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.10
-5.21% Sep 1987 Nov 1987 (3) Jan 1988 (5) 3.32
-5.01% Aug 1990 Oct 1990 (3) Dec 1990 (5) 3.11
-4.84% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.63
-4.74% Dec 1989 Apr 1990 (5) Jun 1990 (7) 2.37
-4.73% Sep 2000 Nov 2000 (3) Oct 2002 (26) 2.28
-4.70% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.74
-4.61% May 2013 Jun 2013 (2) Oct 2013 (6) 2.35
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.18
-4.10% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.15

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
+1.44%
 -3.00%
+2.91%
 -2.00%
2023
+9.08%
 -7.06%
+13.74%
 -4.59%
2022
-14.81%
 -17.86%
-15.39%
 -16.93%
2021
+11.04%
 -1.71%
+1.14%
 -3.29%
2020
+7.98%
 -8.72%
+20.69%
 -2.80%
2019
+16.67%
 -0.49%
+14.71%
 -0.83%
2018
-4.12%
 -4.84%
+0.69%
 -2.59%
2017
+9.02%
 -0.37%
+9.01%
 -0.91%
2016
+7.14%
 -3.86%
+5.21%
 -4.08%
2015
-3.26%
 -5.73%
+0.46%
 -2.56%
2014
+7.59%
 -2.79%
+8.51%
 -1.57%
2013
+1.41%
 -5.66%
+1.73%
 -4.61%
2012
+10.55%
 -2.17%
+9.44%
 -1.48%
2011
+7.73%
 -3.51%
+7.68%
 -1.94%
2010
+11.89%
 -2.99%
+13.35%
 -0.33%
2009
+14.59%
 -11.26%
+19.29%
 -1.70%
2008
-11.48%
 -21.15%
-5.09%
 -13.81%
2007
+7.64%
 -1.84%
+10.42%
 -0.94%
2006
+8.97%
 -1.26%
+7.02%
 -1.81%
2005
+7.74%
 -2.50%
+5.78%
 -1.51%
2004
+11.93%
 -4.70%
+7.35%
 -2.86%
2003
+17.00%
 -2.42%
+15.98%
 -1.15%
2002
+8.16%
 -0.99%
+4.11%
 -2.74%
2001
+0.06%
 -2.47%
+1.74%
 -4.71%
2000
+12.87%
 -0.83%
+5.64%
 -4.73%
1999
+7.22%
 -2.71%
+12.39%
 -3.53%
1998
+6.53%
 -4.10%
+18.15%
 -2.77%
1997
+7.20%
 -2.36%
+4.45%
 -3.38%
1996
+11.02%
 -0.75%
+8.16%
 -0.95%
1995
+21.23%
 0.00%
+22.80%
 0.00%
1994
-2.84%
 -7.37%
-4.83%
 -7.24%
1993
+13.77%
 -2.73%
+15.58%
 -0.99%
1992
+6.56%
 -2.87%
+8.79%
 -2.57%
1991
+18.67%
 -1.99%
+23.75%
 -1.85%
1990
+2.80%
 -6.11%
+2.22%
 -5.01%
1989
+17.53%
 -1.16%
+13.13%
 -0.77%
1988
+13.48%
 -1.21%
+6.27%
 -2.13%
1987
+6.41%
 -5.21%
+4.63%
 -5.36%
1986
+21.76%
 -3.06%
+17.00%
 -1.71%