Developed World ex-US 40/60 Momentum vs Aim Ways Aim comfortable trip Portfolio Comparison

Last Update: 31 March 2024

The Developed World ex-US 40/60 Momentum Portfolio obtained a 3.79% compound annual return, with a 6.84% standard deviation, in the last 10 Years.

The Aim Ways Aim comfortable trip Portfolio obtained a 5.88% compound annual return, with a 7.38% 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 +3.79% +5.88%
Std Dev 6.84% 7.38%
Max Drawdown -19.40% -15.56%
All time Stats
(Since Aug 2009)
Return +5.25% +7.21%
Std Dev 6.97% 7.36%
Max Drawdown -19.40% -15.56%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 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 +2.89 +14.22 +12.73 +4.08 +3.79 +5.25
Aim Ways Aim comfortable trip Portfolio +2.90 +12.53 +12.76 +6.90 +5.88 +7.21
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Developed World ex-US 40/60 Momentum Portfolio: an investment of 1$, since April 2014, now would be worth 1.45$, with a total return of 45.07% (3.79% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since April 2014, now would be worth 1.77$, with a total return of 77.13% (5.88% annualized).

Developed World ex-US 40/60 Momentum Portfolio: an investment of 1$, since August 2009, now would be worth 2.12$, with a total return of 111.67% (5.25% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since August 2009, now would be worth 2.78$, with a total return of 177.77% (7.21% annualized).

Drawdowns

Drawdown comparison chart since April 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 (31) 10.23
-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
-1.62% 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
-0.78% Jul 2014 Jul 2014 (1) Aug 2014 (2) 0.45

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 (31) 10.23
-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.
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Year Return Drawdown Return Drawdown
2024
+5.75%
0.00%
+3.12%
-0.68%
2023
+10.84%
-4.47%
+15.78%
-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%