Developed World ex-US 40/60 Momentum vs Aim Ways Ulcer Free 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 Ulcer Free Strategy Portfolio obtained a 4.44% compound annual return, with a 5.94% standard deviation, in the last 10 Years.

Summary

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Developed World ex-US 40/60 Momentum Portfolio Aim Ways Ulcer Free Strategy Portfolio
Portfolio Risk Medium Low
Asset Allocation Stocks 40% 7%
Fixed Income 60% 82%
Commodities 0% 11%
10 Years Stats Return +3.79% +4.44%
Std Dev 6.84% 5.94%
Max Drawdown -19.40% -17.05%
All time Stats
(Since Aug 2009)
Return +5.25% +5.68%
Std Dev 6.97% 5.55%
Max Drawdown -19.40% -17.05%
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 Ulcer Free Strategy Portfolio +1.96 +9.20 +6.99 +4.21 +4.44 +5.68
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 Ulcer Free Strategy Portfolio: an investment of 1$, since April 2014, now would be worth 1.54$, with a total return of 54.38% (4.44% 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 Ulcer Free Strategy Portfolio: an investment of 1$, since August 2009, now would be worth 2.25$, with a total return of 124.85% (5.68% annualized).

Drawdowns

Drawdown comparison chart since April 2014.

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Developed World ex-US 40/60 Momentum Portfolio
Aim Ways Ulcer Free 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
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-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
-4.28% Aug 2016 Nov 2016 (4) May 2017 (10) 2.18
-4.27% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.09
-3.61% Jan 2021 Mar 2021 (3) Jul 2021 (7) 1.83
-2.66% Feb 2015 Aug 2015 (7) Feb 2016 (13) 1.61
-2.22% Sep 2018 Oct 2018 (2) Jan 2019 (5) 1.13
-1.95% Mar 2020 Mar 2020 (1) Apr 2020 (2) 1.12
-1.68% Sep 2020 Oct 2020 (2) Nov 2020 (3) 0.99
-1.62% Jan 2021 Feb 2021 (2) May 2021 (5) 0.94
-1.52% Sep 2014 Dec 2014 (4) Feb 2015 (6) 1.05
-1.52% Sep 2014 Sep 2014 (1) Nov 2014 (3) 0.87
-1.33% Oct 2020 Oct 2020 (1) Nov 2020 (2) 0.77
-0.95% Sep 2017 Sep 2017 (1) Dec 2017 (4) 0.45
-0.93% Feb 2018 Apr 2018 (3) May 2018 (4) 0.60
-0.90% Sep 2019 Sep 2019 (1) Dec 2019 (4) 0.41
-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 Ulcer Free 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
-17.05% Sep 2021 Sep 2022 (13) In progress (31) 10.17
-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
-5.38% May 2015 Sep 2015 (5) Jun 2016 (14) 2.83
-5.17% May 2013 Jun 2013 (2) Oct 2013 (6) 3.27
-4.85% May 2013 Jun 2013 (2) Jan 2014 (9) 2.40
-4.28% Aug 2016 Nov 2016 (4) May 2017 (10) 2.18
-4.27% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.09
-4.04% May 2010 May 2010 (1) Jul 2010 (3) 2.68
-3.61% Jan 2021 Mar 2021 (3) Jul 2021 (7) 1.83
-2.66% Feb 2015 Aug 2015 (7) Feb 2016 (13) 1.61
-2.22% Sep 2018 Oct 2018 (2) Jan 2019 (5) 1.13
-2.00% Nov 2010 Nov 2010 (1) Dec 2010 (2) 1.16
-1.95% Mar 2020 Mar 2020 (1) Apr 2020 (2) 1.12
-1.68% Sep 2020 Oct 2020 (2) Nov 2020 (3) 0.99
-1.66% Jan 2010 Jan 2010 (1) Mar 2010 (3) 0.99
-1.62% Jan 2021 Feb 2021 (2) May 2021 (5) 0.94
-1.61% Dec 2009 Dec 2009 (1) Feb 2010 (3) 0.98

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%
+1.21%
-0.74%
2023
+10.84%
-4.47%
+11.49%
-4.45%
2022
-14.37%
-19.07%
-14.78%
-16.24%
2021
+1.27%
-2.17%
-0.14%
-3.61%
2020
+11.65%
-7.72%
+18.58%
-1.95%
2019
+14.52%
-0.27%
+13.23%
-0.90%
2018
-4.03%
-6.00%
+0.80%
-2.22%
2017
+11.62%
-0.20%
+7.58%
-0.95%
2016
+2.96%
-4.27%
+4.79%
-4.28%
2015
+0.07%
-5.38%
+0.29%
-2.66%
2014
+1.57%
-1.52%
+8.23%
-1.52%
2013
+8.39%
-5.17%
-0.03%
-4.85%
2012
+12.90%
-3.09%
+8.71%
-0.89%
2011
-0.59%
-8.94%
+8.46%
-1.44%
2010
+10.77%
-4.04%
+12.68%
-0.70%