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 Simplified Permanent Portfolio obtained a 7.18% compound annual return, with a 6.89% 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 | 11% | 25% |
| Fixed Income | 77% | 50% | |
| Commodities | 12% | 25% | |
| 30 Years Stats | Return | +7.50% | +7.18% |
| Std Dev | 6.02% | 6.89% | |
| Max Drawdown | -17.48% | -16.43% | |
| All time Stats (Since Jul 1985) |
Return | +8.17% | +7.62% |
| Std Dev | 6.10% | 6.74% | |
| Max Drawdown | -17.48% | -16.43% | |
| 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 |
| Simplified Permanent Portfolio | +1.34 | +5.77 | +10.97 | +5.52 | +4.99 | +7.18 | +7.62 |
| 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).
Simplified Permanent Portfolio: an investment of 1$, since July 1994, now would be worth 8.01$, with a total return of 701.13% (7.18% annualized).
Simplified Permanent Portfolio: an investment of 1$, since July 1994, now would be worth 8.01$, with a total return of 701.13% (7.18% 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).
Simplified Permanent Portfolio: an investment of 1$, since July 1985, now would be worth 17.53$, with a total return of 1653.44% (7.62% annualized).
Simplified Permanent Portfolio: an investment of 1$, since July 1985, now would be worth 17.53$, with a total return of 1653.44% (7.62% annualized).
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Drawdowns
Drawdown comparison chart since July 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 |
| -17.48% | Sep 2021 | Sep 2022 (13) | In progress (34) | 9.54 | |||||
| -16.43% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.65 | |||||
| -13.81% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 6.02 | |||||
| -13.28% | Mar 2008 | Oct 2008 (8) | Aug 2009 (18) | 5.20 | |||||
| -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 | |||||
| -4.79% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.04 | |||||
| -4.73% | Sep 2000 | Nov 2000 (3) | Oct 2002 (26) | 2.28 | |||||
| -4.63% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.40 | |||||
| -4.61% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 2.35 | |||||
| -4.30% | Dec 1996 | Mar 1997 (4) | Jun 1997 (7) | 2.18 | |||||
| -4.08% | Oct 2016 | Nov 2016 (2) | Apr 2017 (7) | 2.29 | |||||
| -3.81% | Jan 2021 | Mar 2021 (3) | May 2021 (5) | 2.20 | |||||
| -3.77% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 1.84 | |||||
| -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 | |||||
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 |
| -17.48% | Sep 2021 | Sep 2022 (13) | In progress (34) | 9.54 | |||||
| -16.43% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.65 | |||||
| -13.81% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 6.02 | |||||
| -13.28% | Mar 2008 | Oct 2008 (8) | Aug 2009 (18) | 5.20 | |||||
| -7.24% | Feb 1994 | Jun 1994 (5) | Apr 1995 (15) | 4.83 | |||||
| -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 | |||||
| -5.36% | Sep 1987 | Nov 1987 (3) | Feb 1988 (6) | 3.10 | |||||
| -5.27% | Feb 2015 | Dec 2015 (11) | Mar 2016 (14) | 3.18 | |||||
| -5.09% | Feb 1999 | Aug 1999 (7) | Oct 1999 (9) | 3.00 | |||||
| -5.01% | Aug 1990 | Oct 1990 (3) | Dec 1990 (5) | 3.11 | |||||
| -4.79% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.04 | |||||
| -4.74% | Dec 1989 | Apr 1990 (5) | Jun 1990 (7) | 2.37 | |||||
| -4.73% | Sep 2000 | Nov 2000 (3) | Oct 2002 (26) | 2.28 | |||||
| -4.63% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.40 | |||||
| -4.61% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 2.35 | |||||
| -4.30% | Dec 1996 | Mar 1997 (4) | Jun 1997 (7) | 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.
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% |
+5.77%
|
-1.86% |
| 2023 |
+13.74%
|
-4.59% |
+11.51%
|
-5.16% |
| 2022 |
-15.39%
|
-16.93% |
-12.67%
|
-16.43% |
| 2021 |
+1.14%
|
-3.29% |
+3.72%
|
-3.81% |
| 2020 |
+20.69%
|
-2.80% |
+16.46%
|
-3.11% |
| 2019 |
+14.71%
|
-0.83% |
+16.15%
|
-0.99% |
| 2018 |
+0.69%
|
-2.59% |
-1.29%
|
-3.68% |
| 2017 |
+9.01%
|
-0.91% |
+9.78%
|
-0.96% |
| 2016 |
+5.21%
|
-4.08% |
+5.72%
|
-6.23% |
| 2015 |
+0.46%
|
-2.56% |
-1.82%
|
-5.27% |
| 2014 |
+8.51%
|
-1.57% |
+7.12%
|
-2.59% |
| 2013 |
+1.73%
|
-4.61% |
-1.76%
|
-6.69% |
| 2012 |
+9.44%
|
-1.48% |
+7.59%
|
-1.89% |
| 2011 |
+7.68%
|
-1.94% |
+10.45%
|
-3.69% |
| 2010 |
+13.35%
|
-0.33% |
+16.36%
|
-0.02% |
| 2009 |
+19.29%
|
-1.70% |
+9.94%
|
-4.96% |
| 2008 |
-5.09%
|
-13.81% |
+0.94%
|
-13.28% |
| 2007 |
+10.42%
|
-0.94% |
+14.14%
|
-1.50% |
| 2006 |
+7.02%
|
-1.81% |
+10.82%
|
-2.47% |
| 2005 |
+5.78%
|
-1.51% |
+7.34%
|
-1.60% |
| 2004 |
+7.35%
|
-2.86% |
+6.42%
|
-4.79% |
| 2003 |
+15.98%
|
-1.15% |
+15.31%
|
-2.22% |
| 2002 |
+4.11%
|
-2.74% |
+9.00%
|
-2.60% |
| 2001 |
+1.74%
|
-4.71% |
+0.15%
|
-3.21% |
| 2000 |
+5.64%
|
-4.73% |
+4.63%
|
-2.98% |
| 1999 |
+12.39%
|
-3.53% |
+2.25%
|
-5.09% |
| 1998 |
+18.15%
|
-2.77% |
+12.93%
|
-4.63% |
| 1997 |
+4.45%
|
-3.38% |
+8.38%
|
-2.87% |
| 1996 |
+8.16%
|
-0.95% |
+4.09%
|
-3.64% |
| 1995 |
+22.80%
|
0.00% |
+21.97%
|
0.00% |
| 1994 |
-4.83%
|
-7.24% |
-4.18%
|
-5.67% |
| 1993 |
+15.58%
|
-0.99% |
+13.56%
|
-1.61% |
| 1992 |
+8.79%
|
-2.57% |
+4.46%
|
-3.11% |
| 1991 |
+23.75%
|
-1.85% |
+15.41%
|
-1.06% |
| 1990 |
+2.22%
|
-5.01% |
+1.55%
|
-5.66% |
| 1989 |
+13.13%
|
-0.77% |
+15.24%
|
-1.52% |
| 1988 |
+6.27%
|
-2.13% |
+3.97%
|
-2.03% |
| 1987 |
+4.63%
|
-5.36% |
+5.46%
|
-5.83% |
| 1986 |
+17.00%
|
-1.71% |
+19.06%
|
-1.00% |
