Developed World ex-US 40/60 Momentum vs Aim Ways Shield Strategy 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 Shield Strategy Portfolio obtained a 8.32% compound annual return, with a 8.94% standard deviation, in the last 10 Years.

Summary

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Developed World ex-US 40/60 Momentum Portfolio Aim Ways Shield Strategy Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 40% 42%
Fixed Income 60% 38%
Commodities 0% 20%
10 Years Stats Return +3.79% +8.32%
Std Dev 6.84% 8.94%
Max Drawdown -19.40% -19.36%
All time Stats
(Since Aug 2009)
Return +5.25% +9.33%
Std Dev 6.97% 8.64%
Max Drawdown -19.40% -19.36%
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 Shield Strategy Portfolio +3.17 +16.40 +16.94 +9.97 +8.32 +9.33
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 Shield Strategy Portfolio: an investment of 1$, since April 2014, now would be worth 2.22$, with a total return of 122.31% (8.32% 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 Shield Strategy Portfolio: an investment of 1$, since August 2009, now would be worth 3.70$, with a total return of 269.90% (9.33% annualized).

Drawdowns

Drawdown comparison chart since April 2014.

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Developed World ex-US 40/60 Momentum 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
-19.40% Sep 2021 Sep 2022 (13) In progress (31) 10.23
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-7.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-6.00% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.72
-5.38% May 2015 Sep 2015 (5) Jun 2016 (14) 2.83
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-4.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.18
-4.34% Sep 2020 Oct 2020 (2) Dec 2020 (4) 2.34
-4.27% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.09
-4.07% Aug 2016 Nov 2016 (4) Feb 2017 (7) 2.11
-3.53% Feb 2018 Apr 2018 (3) Aug 2018 (7) 2.20
-3.40% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.96
-2.74% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.61
-2.13% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.20
-2.06% May 2019 May 2019 (1) Jun 2019 (2) 1.19
-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
-1.05% Jul 2014 Jul 2014 (1) Aug 2014 (2) 0.61

Drawdown comparison chart since August 2009.

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Developed World ex-US 40/60 Momentum 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
-19.40% Sep 2021 Sep 2022 (13) In progress (31) 10.23
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-8.94% May 2011 Sep 2011 (5) Jul 2012 (15) 3.88
-7.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-6.00% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.72
-5.38% May 2015 Sep 2015 (5) Jun 2016 (14) 2.83
-5.17% May 2013 Jun 2013 (2) Oct 2013 (6) 3.27
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-4.76% Sep 2011 Sep 2011 (1) Oct 2011 (2) 2.75
-4.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.18
-4.38% May 2013 Jun 2013 (2) Sep 2013 (5) 1.90
-4.34% Sep 2020 Oct 2020 (2) Dec 2020 (4) 2.34
-4.27% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.09
-4.07% Aug 2016 Nov 2016 (4) Feb 2017 (7) 2.11
-4.04% May 2010 May 2010 (1) Jul 2010 (3) 2.68
-3.62% May 2012 May 2012 (1) Jul 2012 (3) 1.95
-3.53% Feb 2018 Apr 2018 (3) Aug 2018 (7) 2.20
-3.40% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.96
-3.39% May 2010 Jun 2010 (2) Sep 2010 (5) 1.90

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%
+5.16%
0.00%
2023
+10.84%
-4.47%
+20.08%
-5.24%
2022
-14.37%
-19.07%
-15.12%
-19.36%
2021
+1.27%
-2.17%
+9.82%
-3.40%
2020
+11.65%
-7.72%
+20.37%
-7.65%
2019
+14.52%
-0.27%
+22.48%
-2.06%
2018
-4.03%
-6.00%
-1.91%
-5.03%
2017
+11.62%
-0.20%
+15.04%
-0.68%
2016
+2.96%
-4.27%
+7.35%
-4.07%
2015
+0.07%
-5.38%
-0.10%
-4.62%
2014
+1.57%
-1.52%
+8.59%
-2.13%
2013
+8.39%
-5.17%
+7.50%
-4.38%
2012
+12.90%
-3.09%
+10.74%
-3.62%
2011
-0.59%
-8.94%
+6.97%
-4.76%
2010
+10.77%
-4.04%
+16.03%
-3.39%