Aim Ways Ulcer Free Strategy vs Stocks/Bonds 20/80 Momentum 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 Stocks/Bonds 20/80 Momentum Portfolio obtained a 6.34% compound annual return, with a 4.92% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Aim Ways Ulcer Free Strategy Portfolio Stocks/Bonds 20/80 Momentum Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 7% 20%
Fixed Income 82% 80%
Commodities 11% 0%
30 Years Stats Return +6.78% +6.34%
Std Dev 5.47% 4.92%
Max Drawdown -17.05% -17.91%
All time Stats
(Since Jul 1985)
Return +7.71% +7.34%
Std Dev 5.61% 5.21%
Max Drawdown -17.05% -17.91%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from July 1985

Swipe left to see all data
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
Stocks/Bonds 20/80 Momentum Portfolio +1.32 +11.39 +8.01 +2.78 +3.95 +6.34 +7.34
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).

Stocks/Bonds 20/80 Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 6.33$, with a total return of 532.97% (6.34% 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).

Stocks/Bonds 20/80 Momentum Portfolio: an investment of 1$, since July 1985, now would be worth 15.54$, with a total return of 1453.62% (7.34% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

Swipe left to see all data
Aim Ways Ulcer Free Strategy Portfolio
Stocks/Bonds 20/80 Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-17.91% Nov 2021 Sep 2022 (11) In progress (29) 12.31
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-12.38% Mar 2008 Oct 2008 (8) Jul 2009 (17) 4.94
-9.00% Jan 2008 Oct 2008 (10) Aug 2009 (20) 4.15
-4.85% May 2013 Jun 2013 (2) Jan 2014 (9) 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
-3.64% Aug 2016 Nov 2016 (4) Apr 2017 (9) 1.84
-3.61% Jan 2021 Mar 2021 (3) Jul 2021 (7) 1.83
-3.46% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.73
-3.34% Feb 1999 Feb 1999 (1) Oct 1999 (9) 2.31
-3.12% Sep 2018 Oct 2018 (2) Feb 2019 (6) 1.75
-2.95% Jan 2021 Mar 2021 (3) Jun 2021 (6) 1.39
-2.92% Apr 2004 Apr 2004 (1) Sep 2004 (6) 1.88
-2.81% Sep 2000 Nov 2000 (3) Jan 2001 (5) 1.37
-2.80% Apr 1994 Jun 1994 (3) Feb 1995 (11) 1.50
-2.75% Feb 2001 Mar 2001 (2) Oct 2001 (9) 1.50
-2.70% Apr 2000 May 2000 (2) Jun 2000 (3) 1.58
-2.66% Feb 2015 Aug 2015 (7) Feb 2016 (13) 1.61
-2.48% May 2013 Jun 2013 (2) Oct 2013 (6) 1.41

Drawdown comparison chart since July 1985.

Swipe left to see all data
Aim Ways Ulcer Free Strategy Portfolio
Stocks/Bonds 20/80 Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-17.91% Nov 2021 Sep 2022 (11) In progress (29) 12.31
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-12.38% Mar 2008 Oct 2008 (8) Jul 2009 (17) 4.94
-9.00% Jan 2008 Oct 2008 (10) Aug 2009 (20) 4.15
-7.22% Feb 1994 Jun 1994 (5) May 1995 (16) 4.89
-6.53% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.65
-5.46% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.79
-4.85% May 2013 Jun 2013 (2) Jan 2014 (9) 2.40
-4.57% Dec 1989 Apr 1990 (5) Jun 1990 (7) 2.26
-4.30% 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
-3.76% Apr 1987 Oct 1987 (7) Jan 1988 (10) 2.06
-3.64% Aug 2016 Nov 2016 (4) Apr 2017 (9) 1.84
-3.61% Jan 2021 Mar 2021 (3) Jul 2021 (7) 1.83
-3.46% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.73
-3.34% Feb 1999 Feb 1999 (1) Oct 1999 (9) 2.31
-3.15% Sep 1986 Sep 1986 (1) Nov 1986 (3) 1.63
-3.12% Sep 2018 Oct 2018 (2) Feb 2019 (6) 1.75
-2.95% Jan 2021 Mar 2021 (3) Jun 2021 (6) 1.39

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+1.21%
-0.74%
+3.35%
0.00%
2023
+11.49%
-4.45%
+6.16%
-5.43%
2022
-14.78%
-16.24%
-14.14%
-17.00%
2021
-0.14%
-3.61%
+1.18%
-2.95%
2020
+18.58%
-1.95%
+12.14%
-3.46%
2019
+13.23%
-0.90%
+12.52%
-0.69%
2018
+0.80%
-2.22%
-0.42%
-3.12%
2017
+7.58%
-0.95%
+10.35%
0.00%
2016
+4.79%
-4.28%
+3.02%
-3.64%
2015
+0.29%
-2.66%
+2.23%
-1.48%
2014
+8.23%
-1.52%
+7.58%
-0.83%
2013
-0.03%
-4.85%
+5.23%
-2.48%
2012
+8.71%
-0.89%
+5.51%
-0.69%
2011
+8.46%
-1.44%
+7.52%
-0.70%
2010
+12.68%
-0.70%
+8.56%
-0.70%
2009
+16.00%
-1.71%
+6.40%
-6.03%
2008
-2.04%
-12.38%
-2.70%
-9.00%
2007
+9.97%
-1.18%
+9.07%
-0.41%
2006
+6.54%
-1.43%
+5.53%
-1.33%
2005
+5.63%
-1.20%
+5.74%
-1.35%
2004
+6.97%
-2.92%
+6.73%
-2.37%
2003
+13.76%
-1.82%
+8.38%
-2.29%
2002
+6.43%
-1.54%
+4.15%
-1.79%
2001
+3.38%
-2.75%
+3.27%
-2.01%
2000
+8.03%
-2.81%
+7.19%
-1.52%
1999
+7.63%
-3.34%
+7.48%
-1.73%
1998
+15.70%
-1.61%
+16.62%
-1.24%
1997
+4.35%
-3.33%
+14.93%
-1.81%
1996
+6.34%
-1.14%
+8.83%
-1.37%
1995
+22.38%
0.00%
+23.01%
0.00%
1994
-5.28%
-7.22%
-2.34%
-5.46%
1993
+15.55%
-1.09%
+10.39%
-0.92%
1992
+8.77%
-2.50%
+6.58%
-1.69%
1991
+22.03%
-1.43%
+19.58%
-0.95%
1990
+3.19%
-4.41%
+7.22%
-2.90%
1989
+13.06%
-1.07%
+19.47%
-0.82%
1988
+6.18%
-1.73%
+7.30%
-2.80%
1987
+3.80%
-3.76%
+1.70%
-6.53%
1986
+17.65%
-1.88%
+16.62%
-3.15%