Last Update: 30 June 2024
The Developed World ex-US 40/60 Momentum Portfolio obtained a 3.52% compound annual return, with a 6.91% standard deviation, in the last 10 Years.
The Aim Ways Aim comfortable trip Portfolio obtained a 5.70% compound annual return, with a 7.42% standard deviation, in the last 10 Years.
Summary
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| Developed World ex-US 40/60 Momentum Portfolio | Aim Ways Aim comfortable trip Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | High | |
| Asset Allocation | Stocks | 40% | 40% |
| Fixed Income | 60% | 45% | |
| Commodities | 0% | 15% | |
| 10 Years Stats | Return | +3.52% | +5.70% |
| Std Dev | 6.91% | 7.42% | |
| Max Drawdown | -19.40% | -15.56% | |
| All time Stats (Since Aug 2009) |
Return | +5.13% | +7.18% |
| Std Dev | 6.97% | 7.34% | |
| Max Drawdown | -19.40% | -15.56% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from August 2009
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Developed World ex-US 40/60 Momentum Portfolio | +0.08 | +5.42 | +10.31 | +3.17 | +3.52 | +5.13 |
| Aim Ways Aim comfortable trip Portfolio | +0.45 | +4.43 | +11.60 | +6.43 | +5.70 | +7.18 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Developed World ex-US 40/60 Momentum Portfolio: an investment of 1$, since July 2014,
now would be worth 1.41$, with a total return of 41.27%
(3.52% annualized).
Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since July 2014, now would be worth 1.74$, with a total return of 74.02% (5.70% annualized).
Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since July 2014, now would be worth 1.74$, with a total return of 74.02% (5.70% annualized).
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Developed World ex-US 40/60 Momentum Portfolio: an investment of 1$, since August 2009,
now would be worth 2.11$, with a total return of 111.00%
(5.13% annualized).
Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since August 2009, now would be worth 2.81$, with a total return of 181.27% (7.18% annualized).
Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since August 2009, now would be worth 2.81$, with a total return of 181.27% (7.18% annualized).
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Drawdowns
Drawdown comparison chart since July 2014.
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|
Developed World ex-US 40/60 Momentum Portfolio
|
Aim Ways Aim comfortable trip Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -19.40% | Sep 2021 | Sep 2022 (13) | In progress (34) | 9.79 | |||||
| -15.56% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 7.08 | |||||
| -9.39% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 4.14 | |||||
| -7.72% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.78 | |||||
| -6.00% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 2.72 | |||||
| -5.38% | May 2015 | Sep 2015 (5) | Jun 2016 (14) | 2.83 | |||||
| -4.92% | Mar 2015 | Sep 2015 (7) | Mar 2016 (13) | 2.56 | |||||
| -4.78% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.42 | |||||
| -4.27% | Aug 2016 | Nov 2016 (4) | Mar 2017 (8) | 2.09 | |||||
| -2.98% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.87 | |||||
| -2.32% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.34 | |||||
| -2.26% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 1.15 | |||||
| -2.23% | Sep 2014 | Sep 2014 (1) | Jan 2015 (5) | 1.07 | |||||
| -2.09% | Oct 2016 | Nov 2016 (2) | Jan 2017 (4) | 1.28 | |||||
| -1.89% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 1.23 | |||||
| -1.63% | Apr 2024 | Apr 2024 (1) | May 2024 (2) | 0.94 | |||||
| -1.62% | Jan 2021 | Feb 2021 (2) | May 2021 (5) | 0.94 | |||||
| -1.52% | Sep 2014 | Dec 2014 (4) | Feb 2015 (6) | 1.05 | |||||
| -1.33% | Oct 2020 | Oct 2020 (1) | Nov 2020 (2) | 0.77 | |||||
| -1.23% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 0.71 | |||||
Drawdown comparison chart since August 2009.
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Developed World ex-US 40/60 Momentum Portfolio
|
Aim Ways Aim comfortable trip Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -19.40% | Sep 2021 | Sep 2022 (13) | In progress (34) | 9.79 | |||||
| -15.56% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 7.08 | |||||
| -9.39% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 4.14 | |||||
| -8.94% | May 2011 | Sep 2011 (5) | Jul 2012 (15) | 3.88 | |||||
| -7.72% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.78 | |||||
| -6.00% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 2.72 | |||||
| -5.67% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.09 | |||||
| -5.38% | May 2015 | Sep 2015 (5) | Jun 2016 (14) | 2.83 | |||||
| -5.17% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 3.27 | |||||
| -4.92% | Mar 2015 | Sep 2015 (7) | Mar 2016 (13) | 2.56 | |||||
| -4.78% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.42 | |||||
| -4.39% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.00 | |||||
| -4.27% | Aug 2016 | Nov 2016 (4) | Mar 2017 (8) | 2.09 | |||||
| -4.04% | May 2010 | May 2010 (1) | Jul 2010 (3) | 2.68 | |||||
| -4.02% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.26 | |||||
| -3.94% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 1.75 | |||||
| -2.98% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.87 | |||||
| -2.32% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.34 | |||||
| -2.26% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 1.15 | |||||
| -2.23% | Sep 2014 | Sep 2014 (1) | Jan 2015 (5) | 1.07 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+5.42%
|
-2.55% |
+4.43%
|
-1.63% |
| 2023 |
+10.83%
|
-4.47% |
+15.77%
|
-4.47% |
| 2022 |
-14.37%
|
-19.07% |
-10.58%
|
-15.56% |
| 2021 |
+1.27%
|
-2.17% |
+7.29%
|
-2.26% |
| 2020 |
+11.65%
|
-7.72% |
+11.36%
|
-9.39% |
| 2019 |
+14.52%
|
-0.27% |
+16.14%
|
-2.32% |
| 2018 |
-4.03%
|
-6.00% |
-2.40%
|
-4.78% |
| 2017 |
+11.62%
|
-0.20% |
+11.42%
|
-0.42% |
| 2016 |
+2.96%
|
-4.27% |
+7.92%
|
-2.09% |
| 2015 |
+0.07%
|
-5.38% |
-1.20%
|
-4.92% |
| 2014 |
+1.57%
|
-1.52% |
+5.31%
|
-2.23% |
| 2013 |
+8.39%
|
-5.17% |
+7.86%
|
-3.94% |
| 2012 |
+12.90%
|
-3.09% |
+10.85%
|
-4.39% |
| 2011 |
-0.59%
|
-8.94% |
+3.71%
|
-5.67% |
| 2010 |
+10.77%
|
-4.04% |
+13.58%
|
-4.02% |
