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 High Yield Bonds Income Portfolio obtained a 6.75% compound annual return, with a 8.80% 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 | 11% | 0% |
| Fixed Income | 77% | 100% | |
| Commodities | 12% | 0% | |
| 30 Years Stats | Return | +7.50% | +6.75% |
| Std Dev | 6.02% | 8.80% | |
| Max Drawdown | -17.48% | -23.97% | |
| All time Stats (Since Jul 1985) |
Return | +8.17% | +7.52% |
| Std Dev | 6.10% | 8.20% | |
| Max Drawdown | -17.48% | -23.97% | |
| 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 |
| High Yield Bonds Income Portfolio | +0.26 | +0.71 | +7.01 | +1.02 | +2.65 | +6.75 | +7.52 |
| 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).
High Yield Bonds Income Portfolio: an investment of 1$, since July 1994, now would be worth 7.10$, with a total return of 609.78% (6.75% annualized).
High Yield Bonds Income Portfolio: an investment of 1$, since July 1994, now would be worth 7.10$, with a total return of 609.78% (6.75% 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).
High Yield Bonds Income Portfolio: an investment of 1$, since July 1985, now would be worth 16.92$, with a total return of 1591.70% (7.52% annualized).
High Yield Bonds Income Portfolio: an investment of 1$, since July 1985, now would be worth 16.92$, with a total return of 1591.70% (7.52% annualized).
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Drawdowns
Drawdown comparison chart since July 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 (34) | 12.59 | |||||
| -17.48% | Sep 2021 | Sep 2022 (13) | In progress (34) | 9.54 | |||||
| -13.81% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 6.02 | |||||
| -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 | |||||
| -4.73% | Sep 2000 | Nov 2000 (3) | Oct 2002 (26) | 2.28 | |||||
| -4.61% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 2.35 | |||||
| -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) | 2.18 | |||||
| -4.08% | Oct 2016 | Nov 2016 (2) | Apr 2017 (7) | 2.29 | |||||
| -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 | |||||
| -3.77% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 1.84 | |||||
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 (34) | 12.59 | |||||
| -17.48% | Sep 2021 | Sep 2022 (13) | In progress (34) | 9.54 | |||||
| -13.81% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 6.02 | |||||
| -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 | |||||
| -7.24% | Feb 1994 | Jun 1994 (5) | Apr 1995 (15) | 4.83 | |||||
| -6.71% | May 2013 | Aug 2013 (4) | Feb 2014 (10) | 4.26 | |||||
| -6.70% | May 2002 | Jul 2002 (3) | Nov 2002 (7) | 3.27 | |||||
| -5.36% | Sep 1987 | Nov 1987 (3) | Feb 1988 (6) | 3.10 | |||||
| -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% | Sep 2000 | Nov 2000 (3) | Oct 2002 (26) | 2.28 | |||||
| -4.61% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 2.35 | |||||
| -4.56% | Apr 2004 | May 2004 (2) | Aug 2004 (5) | 2.79 | |||||
| -4.53% | Jan 2018 | Dec 2018 (12) | Feb 2019 (14) | 2.74 | |||||
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.
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% |
+0.71%
|
-2.49% |
| 2023 |
+13.74%
|
-4.59% |
+11.21%
|
-5.59% |
| 2022 |
-15.39%
|
-16.93% |
-16.88%
|
-21.38% |
| 2021 |
+1.14%
|
-3.29% |
+0.88%
|
-3.16% |
| 2020 |
+20.69%
|
-2.80% |
+7.08%
|
-11.99% |
| 2019 |
+14.71%
|
-0.83% |
+16.98%
|
-0.39% |
| 2018 |
+0.69%
|
-2.59% |
-4.53%
|
-4.53% |
| 2017 |
+9.01%
|
-0.91% |
+8.78%
|
-0.17% |
| 2016 |
+5.21%
|
-4.08% |
+12.01%
|
-3.93% |
| 2015 |
+0.46%
|
-2.56% |
-3.94%
|
-6.90% |
| 2014 |
+8.51%
|
-1.57% |
+6.28%
|
-2.37% |
| 2013 |
+1.73%
|
-4.61% |
-0.40%
|
-6.71% |
| 2012 |
+9.44%
|
-1.48% |
+12.61%
|
-1.87% |
| 2011 |
+7.68%
|
-1.94% |
+9.07%
|
-4.40% |
| 2010 |
+13.35%
|
-0.33% |
+11.52%
|
-3.24% |
| 2009 |
+19.29%
|
-1.70% |
+23.52%
|
-10.62% |
| 2008 |
-5.09%
|
-13.81% |
-10.54%
|
-23.59% |
| 2007 |
+10.42%
|
-0.94% |
+3.36%
|
-3.84% |
| 2006 |
+7.02%
|
-1.81% |
+7.28%
|
-2.69% |
| 2005 |
+5.78%
|
-1.51% |
+5.61%
|
-2.30% |
| 2004 |
+7.35%
|
-2.86% |
+9.55%
|
-4.56% |
| 2003 |
+15.98%
|
-1.15% |
+18.30%
|
-3.91% |
| 2002 |
+4.11%
|
-2.74% |
+7.38%
|
-6.70% |
| 2001 |
+1.74%
|
-4.71% |
+10.89%
|
-3.49% |
| 2000 |
+5.64%
|
-4.73% |
+6.15%
|
-3.14% |
| 1999 |
+12.39%
|
-3.53% |
+6.34%
|
-3.60% |
| 1998 |
+18.15%
|
-2.77% |
+2.17%
|
-8.48% |
| 1997 |
+4.45%
|
-3.38% |
+13.61%
|
-2.54% |
| 1996 |
+8.16%
|
-0.95% |
+14.28%
|
-2.87% |
| 1995 |
+22.80%
|
0.00% |
+22.64%
|
-0.20% |
| 1994 |
-4.83%
|
-7.24% |
-4.27%
|
-7.41% |
| 1993 |
+15.58%
|
-0.99% |
+18.58%
|
-0.44% |
| 1992 |
+8.79%
|
-2.57% |
+12.00%
|
-2.11% |
| 1991 |
+23.75%
|
-1.85% |
+25.88%
|
0.00% |
| 1990 |
+2.22%
|
-5.01% |
-0.59%
|
-7.89% |
| 1989 |
+13.13%
|
-0.77% |
+8.29%
|
-0.68% |
| 1988 |
+6.27%
|
-2.13% |
+11.12%
|
-1.52% |
| 1987 |
+4.63%
|
-5.36% |
+0.07%
|
-7.63% |
| 1986 |
+17.00%
|
-1.71% |
+15.01%
|
-0.64% |
