Aim Ways Ulcer Free Strategy vs High Yield Bonds Income Portfolio Comparison

Last Update: 31 March 2024

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.

The High Yield Bonds Income Portfolio obtained a 6.69% compound annual return, with a 8.78% standard deviation, in the last 30 Years.

Summary

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Aim Ways Ulcer Free Strategy Portfolio High Yield Bonds Income Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 7% 0%
Fixed Income 82% 100%
Commodities 11% 0%
30 Years Stats Return +6.78% +6.69%
Std Dev 5.47% 8.78%
Max Drawdown -17.05% -23.97%
All time Stats
(Since Jul 1985)
Return +7.71% +7.57%
Std Dev 5.61% 8.21%
Max Drawdown -17.05% -23.97%
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
Aim Ways Ulcer Free Strategy Portfolio +1.96 +9.20 +6.99 +4.21 +4.44 +6.78 +7.71
High Yield Bonds Income Portfolio +1.55 +10.28 +7.79 +1.83 +3.01 +6.69 +7.57
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

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).

High Yield Bonds Income Portfolio: an investment of 1$, since April 1994, now would be worth 6.98$, with a total return of 598.10% (6.69% 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).

High Yield Bonds Income Portfolio: an investment of 1$, since July 1985, now would be worth 16.93$, with a total return of 1593.03% (7.57% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Aim Ways Ulcer Free Strategy Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (31) 12.91
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-12.38% Mar 2008 Oct 2008 (8) Jul 2009 (17) 4.94
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-4.85% May 2013 Jun 2013 (2) Jan 2014 (9) 2.40
-4.56% Apr 2004 May 2004 (2) Aug 2004 (5) 2.79
-4.53% Jan 2018 Dec 2018 (12) Feb 2019 (14) 2.74
-4.40% Aug 2011 Sep 2011 (2) Oct 2011 (3) 2.28
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.33
-4.28% Aug 2016 Nov 2016 (4) May 2017 (10) 2.18
-3.93% Oct 2016 Nov 2016 (2) Feb 2017 (5) 1.97
-3.91% Jul 2003 Jul 2003 (1) Sep 2003 (3) 2.27
-3.84% May 2007 Jul 2007 (3) Oct 2007 (6) 1.91
-3.61% Jan 2021 Mar 2021 (3) Jul 2021 (7) 1.83
-3.60% May 1999 Aug 1999 (4) Nov 1999 (7) 2.32

Drawdown comparison chart since July 1985.

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Aim Ways Ulcer Free Strategy Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (31) 12.91
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-12.38% Mar 2008 Oct 2008 (8) Jul 2009 (17) 4.94
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-7.89% Aug 1990 Sep 1990 (2) Feb 1991 (7) 4.98
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-7.63% Mar 1987 Oct 1987 (8) Feb 1988 (12) 4.16
-7.41% Feb 1994 Jun 1994 (5) May 1995 (16) 5.26
-7.22% Feb 1994 Jun 1994 (5) May 1995 (16) 4.89
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-4.85% May 2013 Jun 2013 (2) Jan 2014 (9) 2.40
-4.57% Dec 1989 Apr 1990 (5) Jun 1990 (7) 2.26
-4.56% Apr 2004 May 2004 (2) Aug 2004 (5) 2.79
-4.53% Jan 2018 Dec 2018 (12) Feb 2019 (14) 2.74
-4.40% Aug 2011 Sep 2011 (2) Oct 2011 (3) 2.28
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.33
-4.28% Aug 2016 Nov 2016 (4) May 2017 (10) 2.18

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
+1.21%
-0.74%
+0.79%
-0.74%
2023
+11.49%
-4.45%
+11.21%
-5.58%
2022
-14.78%
-16.24%
-16.88%
-21.38%
2021
-0.14%
-3.61%
+0.88%
-3.16%
2020
+18.58%
-1.95%
+7.08%
-11.99%
2019
+13.23%
-0.90%
+16.98%
-0.39%
2018
+0.80%
-2.22%
-4.53%
-4.53%
2017
+7.58%
-0.95%
+8.78%
-0.17%
2016
+4.79%
-4.28%
+12.01%
-3.93%
2015
+0.29%
-2.66%
-3.94%
-6.90%
2014
+8.23%
-1.52%
+6.28%
-2.37%
2013
-0.03%
-4.85%
-0.40%
-6.71%
2012
+8.71%
-0.89%
+12.61%
-1.87%
2011
+8.46%
-1.44%
+9.07%
-4.40%
2010
+12.68%
-0.70%
+11.52%
-3.24%
2009
+16.00%
-1.71%
+23.52%
-10.62%
2008
-2.04%
-12.38%
-10.54%
-23.59%
2007
+9.97%
-1.18%
+3.36%
-3.84%
2006
+6.54%
-1.43%
+7.28%
-2.69%
2005
+5.63%
-1.20%
+5.61%
-2.30%
2004
+6.97%
-2.92%
+9.55%
-4.56%
2003
+13.76%
-1.82%
+18.30%
-3.91%
2002
+6.43%
-1.54%
+7.38%
-6.70%
2001
+3.38%
-2.75%
+10.89%
-3.49%
2000
+8.03%
-2.81%
+6.15%
-3.14%
1999
+7.63%
-3.34%
+6.34%
-3.60%
1998
+15.70%
-1.61%
+2.17%
-8.48%
1997
+4.35%
-3.33%
+13.61%
-2.54%
1996
+6.34%
-1.14%
+14.28%
-2.87%
1995
+22.38%
0.00%
+22.64%
-0.20%
1994
-5.28%
-7.22%
-4.27%
-7.41%
1993
+15.55%
-1.09%
+18.58%
-0.44%
1992
+8.77%
-2.50%
+12.00%
-2.11%
1991
+22.03%
-1.43%
+25.88%
0.00%
1990
+3.19%
-4.41%
-0.59%
-7.89%
1989
+13.06%
-1.07%
+8.29%
-0.68%
1988
+6.18%
-1.73%
+11.12%
-1.52%
1987
+3.80%
-3.76%
+0.07%
-7.63%
1986
+17.65%
-1.88%
+15.01%
-0.64%