Aim Ways Ulcer Free Strategy vs All Country World 20/80 Portfolio Comparison

Last Update: 30 June 2024

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.

The All Country World 20/80 Portfolio obtained a 5.92% compound annual return, with a 5.62% standard deviation, in the last 30 Years.

Summary

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Aim Ways Ulcer Free Strategy Portfolio All Country World 20/80 Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 11% 20%
Fixed Income 77% 80%
Commodities 12% 0%
30 Years Stats Return +7.50% +5.92%
Std Dev 6.02% 5.62%
Max Drawdown -17.48% -17.97%
All time Stats
(Since Jul 1985)		 Return +8.17% +7.01%
Std Dev 6.10% 5.83%
Max Drawdown -17.48% -17.97%
Last Update: 30 June 2024

Historical Returns as of Jun 30, 2024

Comparison period starts from July 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Aim Ways Ulcer Free Strategy Portfolio +1.40 +2.91 +8.19 +4.82 +5.08 +7.50 +8.17
All Country World 20/80 Portfolio +0.83 +1.89 +6.84 +1.94 +3.10 +5.92 +7.01
Return over 1 year are annualized.

Capital Growth as of Jun 30, 2024

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).

All Country World 20/80 Portfolio: an investment of 1$, since July 1994, now would be worth 5.61$, with a total return of 461.00% (5.92% annualized).


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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).

All Country World 20/80 Portfolio: an investment of 1$, since July 1985, now would be worth 14.07$, with a total return of 1307.15% (7.01% annualized).


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Drawdowns

Drawdown comparison chart since July 1994.


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Aim Ways Ulcer Free Strategy Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.97% Sep 2021 Sep 2022 (13) In progress (34) 10.23
-17.48% Sep 2021 Sep 2022 (13) In progress (34) 9.54
-14.04% May 2008 Oct 2008 (6) Aug 2009 (16) 7.48
-13.81% Mar 2008 Oct 2008 (8) Jul 2009 (17) 6.02
-6.55% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.96
-4.73% Aug 1998 Aug 1998 (1) Oct 1998 (3) 2.44
-4.73% Sep 2000 Nov 2000 (3) Oct 2002 (26) 2.28
-4.61% May 2013 Jun 2013 (2) Oct 2013 (6) 2.35
-4.30% May 2013 Jun 2013 (2) Feb 2014 (10) 2.22
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.18
-4.08% Oct 2016 Nov 2016 (2) Apr 2017 (7) 2.29
-3.77% Apr 2000 May 2000 (2) Aug 2000 (5) 1.84
-3.57% Jun 2002 Jul 2002 (2) Nov 2002 (6) 2.02
-3.53% Feb 1999 Feb 1999 (1) Sep 1999 (8) 2.12
-3.29% Jan 2021 Mar 2021 (3) Jul 2021 (7) 1.55
-3.05% May 2015 Sep 2015 (5) Mar 2016 (11) 1.77
-2.99% Oct 2016 Nov 2016 (2) Apr 2017 (7) 1.52
-2.86% Apr 2004 Apr 2004 (1) Sep 2004 (6) 1.77
-2.82% Apr 2004 May 2004 (2) Sep 2004 (6) 1.79
-2.80% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.40

Drawdown comparison chart since July 1985.


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Aim Ways Ulcer Free Strategy Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.97% Sep 2021 Sep 2022 (13) In progress (34) 10.23
-17.48% Sep 2021 Sep 2022 (13) In progress (34) 9.54
-14.04% May 2008 Oct 2008 (6) Aug 2009 (16) 7.48
-13.81% Mar 2008 Oct 2008 (8) Jul 2009 (17) 6.02
-7.24% Feb 1994 Jun 1994 (5) Apr 1995 (15) 4.83
-6.55% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.96
-6.27% Feb 1994 Jun 1994 (5) May 1995 (16) 4.39
-6.26% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.48
-5.58% Jan 1990 Apr 1990 (4) Jul 1990 (7) 2.94
-5.36% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.10
-5.31% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.85
-5.01% Aug 1990 Oct 1990 (3) Dec 1990 (5) 3.11
-4.74% Dec 1989 Apr 1990 (5) Jun 1990 (7) 2.37
-4.73% Aug 1998 Aug 1998 (1) Oct 1998 (3) 2.44
-4.73% Sep 2000 Nov 2000 (3) Oct 2002 (26) 2.28
-4.61% May 2013 Jun 2013 (2) Oct 2013 (6) 2.35
-4.30% May 2013 Jun 2013 (2) Feb 2014 (10) 2.22
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.18
-4.08% Oct 2016 Nov 2016 (2) Apr 2017 (7) 2.29
-3.77% Apr 2000 May 2000 (2) Aug 2000 (5) 1.84

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
+2.91%
 -2.00%
+1.89%
 -2.38%
2023
+13.74%
 -4.59%
+10.25%
 -5.13%
2022
-15.39%
 -16.93%
-14.66%
 -17.51%
2021
+1.14%
 -3.29%
+2.00%
 -1.92%
2020
+20.69%
 -2.80%
+8.36%
 -6.55%
2019
+14.71%
 -0.83%
+12.96%
 -0.19%
2018
+0.69%
 -2.59%
-1.87%
 -2.77%
2017
+9.01%
 -0.91%
+8.23%
 -0.08%
2016
+5.21%
 -4.08%
+5.12%
 -2.99%
2015
+0.46%
 -2.56%
+0.31%
 -3.05%
2014
+8.51%
 -1.57%
+6.24%
 -1.20%
2013
+1.73%
 -4.61%
+2.59%
 -4.30%
2012
+9.44%
 -1.48%
+9.39%
 -1.73%
2011
+7.68%
 -1.94%
+4.99%
 -2.61%
2010
+13.35%
 -0.33%
+8.78%
 -1.65%
2009
+19.29%
 -1.70%
+14.11%
 -6.27%
2008
-5.09%
 -13.81%
-6.88%
 -14.04%
2007
+10.42%
 -0.94%
+6.77%
 -0.67%
2006
+7.02%
 -1.81%
+7.46%
 -1.15%
2005
+5.78%
 -1.51%
+5.53%
 -1.32%
2004
+7.35%
 -2.86%
+7.53%
 -2.82%
2003
+15.98%
 -1.15%
+12.92%
 -1.93%
2002
+4.11%
 -2.74%
+3.34%
 -3.57%
2001
+1.74%
 -4.71%
+6.33%
 -1.65%
2000
+5.64%
 -4.73%
+5.87%
 -1.99%
1999
+12.39%
 -3.53%
+7.97%
 -2.31%
1998
+18.15%
 -2.77%
+10.80%
 -4.73%
1997
+4.45%
 -3.38%
+7.03%
 -1.93%
1996
+8.16%
 -0.95%
+9.34%
 -1.45%
1995
+22.80%
 0.00%
+19.70%
 0.00%
1994
-4.83%
 -7.24%
-3.54%
 -6.27%
1993
+15.58%
 -0.99%
+15.69%
 -1.44%
1992
+8.79%
 -2.57%
+6.02%
 -2.92%
1991
+23.75%
 -1.85%
+18.43%
 -1.65%
1990
+2.22%
 -5.01%
+2.13%
 -5.58%
1989
+13.13%
 -0.77%
+13.30%
 -1.73%
1988
+6.27%
 -2.13%
+10.56%
 -1.30%
1987
+4.63%
 -5.36%
+4.29%
 -6.26%
1986
+17.00%
 -1.71%
+20.59%
 -2.84%