Value Stock Geek Weird vs Aim Ways Shield Strategy Portfolio Comparison

Last Update: 31 March 2024

The Value Stock Geek Weird Portfolio obtained a 8.33% compound annual return, with a 10.82% standard deviation, in the last 30 Years.

The Aim Ways Shield Strategy Portfolio obtained a 8.96% compound annual return, with a 8.83% standard deviation, in the last 30 Years.

Summary

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Value Stock Geek Weird Portfolio Aim Ways Shield Strategy Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 60% 42%
Fixed Income 20% 38%
Commodities 20% 20%
30 Years Stats Return +8.33% +8.96%
Std Dev 10.82% 8.83%
Max Drawdown -32.97% -19.36%
All time Stats
(Since Jan 1985)
Return +9.48% +9.55%
Std Dev 10.45% 8.75%
Max Drawdown -32.97% -19.36%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Value Stock Geek Weird Portfolio +3.49 +14.81 +6.53 +5.29 +5.43 +8.33 +9.48
Aim Ways Shield Strategy Portfolio +3.17 +16.40 +16.94 +9.97 +8.32 +8.96 +9.55
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Value Stock Geek Weird Portfolio: an investment of 1$, since April 1994, now would be worth 11.03$, with a total return of 1003.27% (8.33% annualized).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since April 1994, now would be worth 13.13$, with a total return of 1212.72% (8.96% annualized).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1985, now would be worth 34.96$, with a total return of 3395.69% (9.48% annualized).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 35.88$, with a total return of 3487.71% (9.55% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Value Stock Geek Weird Portfolio
Aim Ways Shield Strategy Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-7.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 4.11
-7.20% Feb 2015 Sep 2015 (8) Mar 2016 (14) 4.13
-6.89% May 2013 Jun 2013 (2) Oct 2013 (6) 3.77
-6.58% Aug 2016 Nov 2016 (4) Apr 2017 (9) 3.39
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-5.96% May 2011 Sep 2011 (5) Oct 2011 (6) 2.45
-5.08% Sep 2014 Sep 2014 (1) Dec 2014 (4) 2.43
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-4.90% May 2010 Jun 2010 (2) Sep 2010 (5) 2.63

Drawdown comparison chart since January 1985.

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Value Stock Geek Weird Portfolio
Aim Ways Shield Strategy Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-16.24% Dec 1989 Oct 1990 (11) May 1991 (18) 7.74
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-13.14% Sep 1987 Nov 1987 (3) Apr 1989 (20) 6.21
-12.71% Sep 1987 Nov 1987 (3) Oct 1988 (14) 5.92
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-7.57% Feb 1994 Nov 1994 (10) May 1995 (16) 4.53
-7.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 4.11
-7.20% Feb 2015 Sep 2015 (8) Mar 2016 (14) 4.13
-6.89% May 2013 Jun 2013 (2) Oct 2013 (6) 3.77
-6.64% Aug 1990 Oct 1990 (3) Jan 1991 (6) 3.77
-6.58% Aug 2016 Nov 2016 (4) Apr 2017 (9) 3.39

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.
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Year Return Drawdown Return Drawdown
2024
+0.83%
-3.35%
+5.16%
0.00%
2023
+10.94%
-12.66%
+20.08%
-5.24%
2022
-18.17%
-24.18%
-15.12%
-19.36%
2021
+14.49%
-3.51%
+9.82%
-3.40%
2020
+10.52%
-13.36%
+20.37%
-7.65%
2019
+21.93%
-1.68%
+22.48%
-2.06%
2018
-8.01%
-8.66%
-1.91%
-5.03%
2017
+14.20%
-0.31%
+15.04%
-0.68%
2016
+10.34%
-6.58%
+7.35%
-4.07%
2015
-1.57%
-7.20%
-0.10%
-4.62%
2014
+11.39%
-5.08%
+8.59%
-2.13%
2013
+5.71%
-6.89%
+7.50%
-4.38%
2012
+13.28%
-4.45%
+10.74%
-3.62%
2011
+7.07%
-5.96%
+6.97%
-4.76%
2010
+22.57%
-4.90%
+16.03%
-3.39%
2009
+19.50%
-17.34%
+21.59%
-6.37%
2008
-15.22%
-24.57%
-12.13%
-18.60%
2007
+4.32%
-4.58%
+12.84%
-1.84%
2006
+21.26%
-3.05%
+11.15%
-3.29%
2005
+13.51%
-2.30%
+5.77%
-2.90%
2004
+20.31%
-7.32%
+7.38%
-3.99%
2003
+32.68%
-1.93%
+21.21%
-1.00%
2002
+7.55%
-8.65%
-1.64%
-7.75%
2001
+4.90%
-4.41%
-4.77%
-10.54%
2000
+11.88%
-2.51%
-4.17%
-8.87%
1999
+2.11%
-4.11%
+20.24%
-3.49%
1998
-0.30%
-13.23%
+24.17%
-7.66%
1997
+4.80%
-3.83%
+10.96%
-3.63%
1996
+10.07%
-2.17%
+12.28%
-2.24%
1995
+14.94%
-1.53%
+24.80%
0.00%
1994
-4.11%
-7.57%
-1.72%
-5.64%
1993
+21.05%
-2.35%
+12.49%
-0.74%
1992
+10.23%
-2.71%
+4.94%
-2.92%
1991
+18.76%
-2.61%
+23.27%
-2.81%
1990
-10.86%
-16.22%
-0.04%
-6.64%
1989
+13.23%
-1.43%
+17.40%
-1.65%
1988
+12.98%
-1.18%
+6.16%
-3.42%
1987
+8.44%
-12.71%
+8.56%
-13.14%
1986
+28.08%
-2.01%
+15.59%
-2.72%
1985
+30.14%
-1.95%
+23.91%
-2.06%