Developed World ex-US 40/60 Momentum vs Aim Ways Gold Pivot Ptf 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 Gold Pivot Ptf Portfolio obtained a 6.83% compound annual return, with a 7.89% standard deviation, in the last 10 Years.

Summary

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Developed World ex-US 40/60 Momentum Portfolio Aim Ways Gold Pivot Ptf Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 40% 22%
Fixed Income 60% 44%
Commodities 0% 34%
10 Years Stats Return +3.79% +6.83%
Std Dev 6.84% 7.89%
Max Drawdown -19.40% -15.46%
All time Stats
(Since Aug 2009)
Return +5.25% +7.98%
Std Dev 6.97% 8.14%
Max Drawdown -19.40% -15.46%
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 Gold Pivot Ptf Portfolio +3.79 +15.01 +14.59 +8.57 +6.83 +7.98
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 Gold Pivot Ptf Portfolio: an investment of 1$, since April 2014, now would be worth 1.94$, with a total return of 93.65% (6.83% 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 Gold Pivot Ptf Portfolio: an investment of 1$, since August 2009, now would be worth 3.09$, with a total return of 208.51% (7.98% annualized).

Drawdowns

Drawdown comparison chart since April 2014.

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Developed World ex-US 40/60 Momentum Portfolio
Aim Ways Gold Pivot Ptf 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
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-7.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-6.00% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.72
-5.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.93
-5.55% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.17
-5.47% Aug 2016 Nov 2016 (4) Apr 2017 (9) 2.74
-5.38% May 2015 Sep 2015 (5) Jun 2016 (14) 2.83
-4.27% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.09
-4.11% Jan 2021 Feb 2021 (2) May 2021 (5) 2.40
-3.38% Sep 2020 Oct 2020 (2) Dec 2020 (4) 2.22
-2.79% Sep 2021 Sep 2021 (1) Dec 2021 (4) 1.32
-2.56% Feb 2018 Oct 2018 (9) Jan 2019 (12) 1.58
-2.55% Sep 2014 Sep 2014 (1) Jan 2015 (5) 1.66
-1.62% Jan 2021 Feb 2021 (2) May 2021 (5) 0.94
-1.52% Sep 2014 Dec 2014 (4) Feb 2015 (6) 1.05
-1.40% May 2016 May 2016 (1) Jun 2016 (2) 0.81
-1.33% Oct 2020 Oct 2020 (1) Nov 2020 (2) 0.77
-1.32% Jul 2014 Jul 2014 (1) Aug 2014 (2) 0.76
-1.32% Jun 2017 Jun 2017 (1) Jul 2017 (2) 0.76

Drawdown comparison chart since August 2009.

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Developed World ex-US 40/60 Momentum Portfolio
Aim Ways Gold Pivot Ptf 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
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-9.18% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.76
-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
-5.71% Sep 2011 Sep 2011 (1) Jan 2012 (5) 2.75
-5.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.93
-5.55% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.17
-5.47% Aug 2016 Nov 2016 (4) Apr 2017 (9) 2.74
-5.38% May 2015 Sep 2015 (5) Jun 2016 (14) 2.83
-5.17% May 2013 Jun 2013 (2) Oct 2013 (6) 3.27
-4.27% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.09
-4.11% Jan 2021 Feb 2021 (2) May 2021 (5) 2.40
-4.04% May 2010 May 2010 (1) Jul 2010 (3) 2.68
-3.78% May 2012 May 2012 (1) Aug 2012 (4) 1.84
-3.38% Sep 2020 Oct 2020 (2) Dec 2020 (4) 2.22
-2.79% Sep 2021 Sep 2021 (1) Dec 2021 (4) 1.32
-2.71% Dec 2009 Jan 2010 (2) Mar 2010 (4) 1.38
-2.56% Feb 2018 Oct 2018 (9) Jan 2019 (12) 1.58

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%
+4.60%
-0.23%
2023
+10.84%
-4.47%
+17.87%
-4.11%
2022
-14.37%
-19.07%
-11.42%
-15.46%
2021
+1.27%
-2.17%
+4.01%
-4.11%
2020
+11.65%
-7.72%
+18.54%
-5.61%
2019
+14.52%
-0.27%
+18.24%
-1.03%
2018
-4.03%
-6.00%
+0.01%
-2.56%
2017
+11.62%
-0.20%
+12.25%
-1.32%
2016
+2.96%
-4.27%
+7.68%
-5.47%
2015
+0.07%
-5.38%
-2.07%
-5.55%
2014
+1.57%
-1.52%
+6.26%
-2.55%
2013
+8.39%
-5.17%
-1.77%
-8.02%
2012
+12.90%
-3.09%
+10.26%
-3.78%
2011
-0.59%
-8.94%
+8.11%
-5.71%
2010
+10.77%
-4.04%
+18.24%
-1.29%