Aim Ways Ulcer Free Strategy vs Stocks/Bonds 20/80 Portfolio Comparison

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 Stocks/Bonds 20/80 Portfolio obtained a 5.87% compound annual return, with a 4.93% standard deviation, in the last 30 Years.

Summary

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Aim Ways Ulcer Free Strategy Portfolio Stocks/Bonds 20/80 Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 11% 20%
Fixed Income 77% 80%
Commodities 12% 0%
30 Years Stats Return +7.50% +5.87%
Std Dev 6.02% 4.93%
Max Drawdown -17.48% -16.57%
All time Stats
(Since Jul 1985)		 Return +8.17% +6.78%
Std Dev 6.10% 5.16%
Max Drawdown -17.48% -16.57%
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
Stocks/Bonds 20/80 Portfolio +1.36 +2.25 +6.70 +2.71 +3.55 +5.87 +6.78
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).

Stocks/Bonds 20/80 Portfolio: an investment of 1$, since July 1994, now would be worth 5.53$, with a total return of 452.90% (5.87% 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).

Stocks/Bonds 20/80 Portfolio: an investment of 1$, since July 1985, now would be worth 12.92$, with a total return of 1191.52% (6.78% annualized).


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Drawdowns

Drawdown comparison chart since July 1994.


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Aim Ways Ulcer Free Strategy Portfolio
Stocks/Bonds 20/80 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
-16.57% Jan 2022 Sep 2022 (9) In progress (30) 10.23
-13.81% Mar 2008 Oct 2008 (8) Jul 2009 (17) 6.02
-8.42% May 2008 Oct 2008 (6) Jul 2009 (15) 4.07
-4.73% Sep 2000 Nov 2000 (3) Oct 2002 (26) 2.28
-4.61% May 2013 Jun 2013 (2) Oct 2013 (6) 2.35
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.18
-4.08% Oct 2016 Nov 2016 (2) Apr 2017 (7) 2.29
-3.92% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.96
-3.77% Apr 2000 May 2000 (2) Aug 2000 (5) 1.84
-3.53% Feb 1999 Feb 1999 (1) Sep 1999 (8) 2.12
-3.29% Jan 2021 Mar 2021 (3) Jul 2021 (7) 1.55
-2.86% Apr 2004 Apr 2004 (1) Sep 2004 (6) 1.77
-2.80% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.40
-2.77% Jul 1998 Aug 1998 (2) Sep 1998 (3) 1.39
-2.67% Sep 2018 Oct 2018 (2) Jan 2019 (5) 1.60
-2.59% Sep 2018 Oct 2018 (2) Jan 2019 (5) 1.49
-2.58% Apr 2004 May 2004 (2) Sep 2004 (6) 1.65
-2.56% Feb 2015 Sep 2015 (8) Feb 2016 (13) 1.39
-2.56% May 2013 Jun 2013 (2) Oct 2013 (6) 1.44

Drawdown comparison chart since July 1985.


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Aim Ways Ulcer Free Strategy Portfolio
Stocks/Bonds 20/80 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
-16.57% Jan 2022 Sep 2022 (9) In progress (30) 10.23
-13.81% Mar 2008 Oct 2008 (8) Jul 2009 (17) 6.02
-8.42% May 2008 Oct 2008 (6) Jul 2009 (15) 4.07
-7.24% Feb 1994 Jun 1994 (5) Apr 1995 (15) 4.83
-6.14% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.45
-5.50% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.71
-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
-4.30% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.18
-4.08% Oct 2016 Nov 2016 (2) Apr 2017 (7) 2.29
-3.92% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.96
-3.77% Apr 2000 May 2000 (2) Aug 2000 (5) 1.84
-3.53% Feb 1999 Feb 1999 (1) Sep 1999 (8) 2.12
-3.29% Jan 2021 Mar 2021 (3) Jul 2021 (7) 1.55
-3.14% Sep 1986 Sep 1986 (1) Nov 1986 (3) 1.66
-3.09% Aug 1990 Sep 1990 (2) Nov 1990 (4) 2.07

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
+2.91%
 -2.00%
+2.25%
 -2.83%
2023
+13.74%
 -4.59%
+9.53%
 -5.62%
2022
-15.39%
 -16.93%
-14.39%
 -16.57%
2021
+1.14%
 -3.29%
+3.64%
 -1.82%
2020
+20.69%
 -2.80%
+10.38%
 -3.92%
2019
+14.71%
 -0.83%
+13.20%
 -0.07%
2018
+0.69%
 -2.59%
-1.13%
 -2.67%
2017
+9.01%
 -0.91%
+7.10%
 -0.02%
2016
+5.21%
 -4.08%
+4.58%
 -2.40%
2015
+0.46%
 -2.56%
+0.52%
 -1.90%
2014
+8.51%
 -1.57%
+7.16%
 -0.89%
2013
+1.73%
 -4.61%
+5.01%
 -2.56%
2012
+9.44%
 -1.48%
+5.82%
 -0.62%
2011
+7.68%
 -1.94%
+6.53%
 -0.88%
2010
+13.35%
 -0.33%
+8.44%
 -0.76%
2009
+19.29%
 -1.70%
+8.69%
 -5.67%
2008
-5.09%
 -13.81%
-1.91%
 -8.42%
2007
+10.42%
 -0.94%
+6.61%
 -0.76%
2006
+7.02%
 -1.81%
+6.55%
 -1.09%
2005
+5.78%
 -1.51%
+3.18%
 -1.84%
2004
+7.35%
 -2.86%
+5.95%
 -2.58%
2003
+15.98%
 -1.15%
+9.33%
 -2.13%
2002
+4.11%
 -2.74%
+2.51%
 -2.13%
2001
+1.74%
 -4.71%
+4.55%
 -1.99%
2000
+5.64%
 -4.73%
+7.00%
 -2.23%
1999
+12.39%
 -3.53%
+4.16%
 -2.17%
1998
+18.15%
 -2.77%
+11.52%
 -2.15%
1997
+4.45%
 -3.38%
+13.75%
 -1.70%
1996
+8.16%
 -0.95%
+7.06%
 -1.44%
1995
+22.80%
 0.00%
+21.70%
 0.00%
1994
-4.83%
 -7.24%
-2.16%
 -5.50%
1993
+15.58%
 -0.99%
+9.87%
 -1.10%
1992
+8.79%
 -2.57%
+7.53%
 -1.25%
1991
+23.75%
 -1.85%
+18.68%
 -1.05%
1990
+2.22%
 -5.01%
+5.70%
 -3.09%
1989
+13.13%
 -0.77%
+16.54%
 -0.87%
1988
+6.27%
 -2.13%
+9.35%
 -2.17%
1987
+4.63%
 -5.36%
+1.75%
 -6.14%
1986
+17.00%
 -1.71%
+15.00%
 -3.14%