Aim Ways Ulcer Free Strategy vs Simplified Permanent 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 Simplified Permanent Portfolio obtained a 7.06% compound annual return, with a 6.88% standard deviation, in the last 30 Years.

Summary

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Aim Ways Ulcer Free Strategy Portfolio Simplified Permanent Portfolio
Portfolio Risk Low Medium
Asset Allocation Stocks 7% 25%
Fixed Income 82% 50%
Commodities 11% 25%
30 Years Stats Return +6.78% +7.06%
Std Dev 5.47% 6.88%
Max Drawdown -17.05% -16.43%
All time Stats
(Since Jul 1985)
Return +7.71% +7.62%
Std Dev 5.61% 6.74%
Max Drawdown -17.05% -16.43%
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
Simplified Permanent Portfolio +3.26 +13.23 +9.28 +6.15 +5.12 +7.06 +7.62
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).

Simplified Permanent Portfolio: an investment of 1$, since April 1994, now would be worth 7.74$, with a total return of 674.04% (7.06% 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).

Simplified Permanent Portfolio: an investment of 1$, since July 1985, now would be worth 17.18$, with a total return of 1618.19% (7.62% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Aim Ways Ulcer Free Strategy Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-16.43% Jan 2022 Sep 2022 (9) Mar 2024 (27) 8.65
-13.28% Mar 2008 Oct 2008 (8) Aug 2009 (18) 5.20
-12.38% Mar 2008 Oct 2008 (8) Jul 2009 (17) 4.94
-6.69% Apr 2013 Jun 2013 (3) Feb 2014 (11) 3.22
-6.23% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.09
-5.27% Feb 2015 Dec 2015 (11) Mar 2016 (14) 3.18
-5.09% Feb 1999 Aug 1999 (7) Oct 1999 (9) 3.00
-4.85% May 2013 Jun 2013 (2) Jan 2014 (9) 2.40
-4.79% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.04
-4.63% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.40
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.33
-4.28% Aug 2016 Nov 2016 (4) May 2017 (10) 2.18
-3.81% Jan 2021 Mar 2021 (3) May 2021 (5) 2.20
-3.73% Dec 1996 Mar 1997 (4) May 1997 (6) 1.90
-3.69% Sep 2011 Sep 2011 (1) Nov 2011 (3) 1.87
-3.68% Feb 2018 Oct 2018 (9) Jan 2019 (12) 2.08
-3.64% Feb 1996 Jul 1996 (6) Oct 1996 (9) 2.20
-3.61% Jan 2021 Mar 2021 (3) Jul 2021 (7) 1.83
-3.46% Sep 2000 Mar 2001 (7) Sep 2001 (13) 1.81

Drawdown comparison chart since July 1985.

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Aim Ways Ulcer Free Strategy Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-16.43% Jan 2022 Sep 2022 (9) Mar 2024 (27) 8.65
-13.28% Mar 2008 Oct 2008 (8) Aug 2009 (18) 5.20
-12.38% Mar 2008 Oct 2008 (8) Jul 2009 (17) 4.94
-7.22% Feb 1994 Jun 1994 (5) May 1995 (16) 4.89
-6.69% Apr 2013 Jun 2013 (3) Feb 2014 (11) 3.22
-6.23% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.09
-5.83% Aug 1987 Nov 1987 (4) Oct 1988 (15) 2.68
-5.67% Feb 1994 Jun 1994 (5) Mar 1995 (14) 4.01
-5.66% Jan 1990 Apr 1990 (4) Dec 1990 (12) 2.70
-5.27% Feb 2015 Dec 2015 (11) Mar 2016 (14) 3.18
-5.09% Feb 1999 Aug 1999 (7) Oct 1999 (9) 3.00
-4.85% May 2013 Jun 2013 (2) Jan 2014 (9) 2.40
-4.79% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.04
-4.63% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.40
-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
-3.95% Aug 1990 Oct 1990 (3) Dec 1990 (5) 2.53
-3.81% Jan 2021 Mar 2021 (3) May 2021 (5) 2.20

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%
+3.65%
-0.04%
2023
+11.49%
-4.45%
+11.51%
-5.16%
2022
-14.78%
-16.24%
-12.67%
-16.43%
2021
-0.14%
-3.61%
+3.72%
-3.81%
2020
+18.58%
-1.95%
+16.46%
-3.11%
2019
+13.23%
-0.90%
+16.15%
-0.99%
2018
+0.80%
-2.22%
-1.29%
-3.68%
2017
+7.58%
-0.95%
+9.78%
-0.96%
2016
+4.79%
-4.28%
+5.72%
-6.23%
2015
+0.29%
-2.66%
-1.82%
-5.27%
2014
+8.23%
-1.52%
+7.12%
-2.59%
2013
-0.03%
-4.85%
-1.76%
-6.69%
2012
+8.71%
-0.89%
+7.59%
-1.89%
2011
+8.46%
-1.44%
+10.45%
-3.69%
2010
+12.68%
-0.70%
+16.36%
-0.02%
2009
+16.00%
-1.71%
+9.94%
-4.96%
2008
-2.04%
-12.38%
+0.94%
-13.28%
2007
+9.97%
-1.18%
+14.14%
-1.50%
2006
+6.54%
-1.43%
+10.82%
-2.47%
2005
+5.63%
-1.20%
+7.34%
-1.60%
2004
+6.97%
-2.92%
+6.42%
-4.79%
2003
+13.76%
-1.82%
+15.31%
-2.22%
2002
+6.43%
-1.54%
+9.00%
-2.60%
2001
+3.38%
-2.75%
+0.15%
-3.21%
2000
+8.03%
-2.81%
+4.63%
-2.98%
1999
+7.63%
-3.34%
+2.25%
-5.09%
1998
+15.70%
-1.61%
+12.93%
-4.63%
1997
+4.35%
-3.33%
+8.38%
-2.87%
1996
+6.34%
-1.14%
+4.09%
-3.64%
1995
+22.38%
0.00%
+21.97%
0.00%
1994
-5.28%
-7.22%
-4.18%
-5.67%
1993
+15.55%
-1.09%
+13.56%
-1.61%
1992
+8.77%
-2.50%
+4.46%
-3.11%
1991
+22.03%
-1.43%
+15.41%
-1.06%
1990
+3.19%
-4.41%
+1.55%
-5.66%
1989
+13.06%
-1.07%
+15.24%
-1.52%
1988
+6.18%
-1.73%
+3.97%
-2.03%
1987
+3.80%
-3.76%
+5.46%
-5.83%
1986
+17.65%
-1.88%
+19.06%
-1.00%