Dynamic 40/60 Income vs Aim Ways Aim comfortable trip Portfolio Comparison

Period: January 1992 - September 2024 (~33 years)
Consolidated Returns as of 30 September 2024
Rebalancing: at every Jan 1st
Currency: USD
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Dynamic 40/60 Income Portfolio
1.00$
Initial Capital
October 1994
8.39$
Final Capital
September 2024
7.35%
Yearly Return
8.12
Std Deviation
-29.84%
Max Drawdown
26 months
Recovery Period
Aim Ways Aim comfortable trip Portfolio
1.00$
Initial Capital
October 1994
9.69$
Final Capital
September 2024
7.86%
Yearly Return
7.60
Std Deviation
-20.15%
Max Drawdown
23 months
Recovery Period
Dynamic 40/60 Income Portfolio
1.00$
Initial Capital
January 1992
10.62$
Final Capital
September 2024
7.48%
Yearly Return
7.86
Std Deviation
-29.84%
Max Drawdown
26 months
Recovery Period
Aim Ways Aim comfortable trip Portfolio
1.00$
Initial Capital
January 1992
11.94$
Final Capital
September 2024
7.87%
Yearly Return
7.41
Std Deviation
-20.15%
Max Drawdown
23 months
Recovery Period

The Dynamic 40/60 Income Portfolio obtained a 7.35% compound annual return, with a 8.12% standard deviation, in the last 30 Years.

The Aim Ways Aim comfortable trip Portfolio obtained a 7.86% compound annual return, with a 7.60% standard deviation, in the last 30 Years.

Returns as of Sep 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1992 - 30 September 2024 (~33 years)
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Return (%) as of Sep 30, 2024
YTD
(9M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~33Y)
Dynamic 40/60 Income 10.58 2.05 6.79 18.95 4.84 5.05 7.35 7.48
Aim comfortable trip
Aim Ways 		11.41 1.90 8.03 21.57 7.39 6.57 7.86 7.87
Return over 1 year are annualized.

Capital Growth as of Sep 30, 2024

Dynamic 40/60 Income Portfolio: an investment of 1$, since October 1994, now would be worth 8.39$, with a total return of 739.29% (7.35% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since October 1994, now would be worth 9.69$, with a total return of 868.87% (7.86% annualized).


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Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.62$, with a total return of 961.65% (7.48% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since January 1992, now would be worth 11.94$, with a total return of 1093.75% (7.87% annualized).


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Metrics as of Sep 30, 2024

The following metrics, updated as of 30 September 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 October 2023 - 30 September 2024 (1 year)
Period: 1 October 2019 - 30 September 2024 (5 years)
Period: 1 October 2014 - 30 September 2024 (10 years)
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1992 - 30 September 2024 (~33 years)
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Dynamic 40/60 Income Aim comfortable trip
Author Aim Ways
ASSET ALLOCATION
Stocks 40% 40%
Fixed Income 60% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 18.95 21.57
Infl. Adjusted Return (%) 16.16 18.71
DRAWDOWN
Deepest Drawdown Depth (%) -2.45 -1.63
Start to Recovery (months) 2 2
Longest Drawdown Depth (%) -1.87 -0.38
Start to Recovery (months) 2 2
Longest Negative Period (months) 2 1
RISK INDICATORS
Standard Deviation (%) 7.32 6.79
Sharpe Ratio 1.86 2.39
Sortino Ratio 2.58 3.41
Ulcer Index 0.85 0.50
Ratio: Return / Standard Deviation 2.59 3.18
Ratio: Return / Deepest Drawdown 7.75 13.27
Metrics calculated over the period 1 October 2023 - 30 September 2024
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Dynamic 40/60 Income Aim comfortable trip
Author Aim Ways
ASSET ALLOCATION
Stocks 40% 40%
Fixed Income 60% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 4.84 7.39
Infl. Adjusted Return (%) 0.64 3.08
DRAWDOWN
Deepest Drawdown Depth (%) -17.33 -15.56
Start to Recovery (months) 30 24
Longest Drawdown Depth (%) -17.33 -15.56
Start to Recovery (months) 30 24
Longest Negative Period (months) 38 31
RISK INDICATORS
Standard Deviation (%) 10.11 9.18
Sharpe Ratio 0.26 0.57
Sortino Ratio 0.34 0.76
Ulcer Index 7.24 4.79
Ratio: Return / Standard Deviation 0.48 0.81
Ratio: Return / Deepest Drawdown 0.28 0.47
Metrics calculated over the period 1 October 2019 - 30 September 2024
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Dynamic 40/60 Income Aim comfortable trip
Author Aim Ways
ASSET ALLOCATION
Stocks 40% 40%
Fixed Income 60% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 5.05 6.57
Infl. Adjusted Return (%) 2.13 3.62
DRAWDOWN
Deepest Drawdown Depth (%) -17.33 -15.56
Start to Recovery (months) 30 24
Longest Drawdown Depth (%) -17.33 -15.56
Start to Recovery (months) 30 24
Longest Negative Period (months) 38 31
RISK INDICATORS
Standard Deviation (%) 7.86 7.41
Sharpe Ratio 0.45 0.69
Sortino Ratio 0.60 0.93
Ulcer Index 5.24 3.59
Ratio: Return / Standard Deviation 0.64 0.89
Ratio: Return / Deepest Drawdown 0.29 0.42
Metrics calculated over the period 1 October 2014 - 30 September 2024
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Dynamic 40/60 Income Aim comfortable trip
Author Aim Ways
ASSET ALLOCATION
Stocks 40% 40%
Fixed Income 60% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 7.35 7.86
Infl. Adjusted Return (%) 4.71 5.22
DRAWDOWN
Deepest Drawdown Depth (%) -29.84 -20.15
Start to Recovery (months) 26 23
Longest Drawdown Depth (%) -17.33 -15.56
Start to Recovery (months) 30 24
Longest Negative Period (months) 69 39
RISK INDICATORS
Standard Deviation (%) 8.12 7.60
Sharpe Ratio 0.62 0.73
Sortino Ratio 0.81 0.98
Ulcer Index 4.85 3.71
Ratio: Return / Standard Deviation 0.90 1.03
Ratio: Return / Deepest Drawdown 0.25 0.39
Metrics calculated over the period 1 October 1994 - 30 September 2024
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Dynamic 40/60 Income Aim comfortable trip
Author Aim Ways
ASSET ALLOCATION
Stocks 40% 40%
Fixed Income 60% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 7.48 7.87
Infl. Adjusted Return (%) 4.81 5.19
DRAWDOWN
Deepest Drawdown Depth (%) -29.84 -20.15
Start to Recovery (months) 26 23
Longest Drawdown Depth (%) -17.33 -15.56
Start to Recovery (months) 30 24
Longest Negative Period (months) 69 39
RISK INDICATORS
Standard Deviation (%) 7.86 7.41
Sharpe Ratio 0.65 0.74
Sortino Ratio 0.85 0.99
Ulcer Index 4.70 3.60
Ratio: Return / Standard Deviation 0.95 1.06
Ratio: Return / Deepest Drawdown 0.25 0.39
Metrics calculated over the period 1 January 1992 - 30 September 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1992 - 30 September 2024 (~33 years)

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Dynamic 40/60 Income Aim comfortable trip
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-29.84 26 Nov 2007
Dec 2009
-20.15 23 Nov 2007
Sep 2009
-17.33 30 Jan 2022
Jun 2024
-15.56 24 Jan 2022
Dec 2023
-12.42 6 Feb 2020
Jul 2020
-9.39 6 Feb 2020
Jul 2020
-9.38 8 May 1998
Dec 1998
-8.35 12 Jun 2002
May 2003
-7.64 21 Sep 2000
May 2002
-7.22 6 May 1998
Oct 1998
-7.19 8 Jun 2011
Jan 2012
-6.73 9 May 2002
Jan 2003
-5.67 9 May 2011
Jan 2012
-5.09 5 Oct 2018
Feb 2019
-4.92 13 Mar 2015
Mar 2016

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Dynamic 40/60 Income Aim comfortable trip
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-29.84 26 Nov 2007
Dec 2009
-20.15 23 Nov 2007
Sep 2009
-17.33 30 Jan 2022
Jun 2024
-15.56 24 Jan 2022
Dec 2023
-12.42 6 Feb 2020
Jul 2020
-9.39 6 Feb 2020
Jul 2020
-9.38 8 May 1998
Dec 1998
-8.35 12 Jun 2002
May 2003
-7.64 21 Sep 2000
May 2002
-7.22 6 May 1998
Oct 1998
-7.19 8 Jun 2011
Jan 2012
-6.73 9 May 2002
Jan 2003
-5.67 9 May 2011
Jan 2012
-5.36 15 Feb 1994
Apr 1995
-5.21 14 Feb 1994
Mar 1995

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1992 - 30 September 2024 (~33 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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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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Dynamic 40/60 Income Aim comfortable trip
Year Return Drawdown Return Drawdown
2024
 10.58% -2.45% 11.41% -1.63%
2023
 11.97% -5.00% 15.77% -4.47%
2022
 -14.37% -17.33% -10.58% -15.56%
2021
 6.72% -1.83% 7.29% -2.26%
2020
 8.28% -12.42% 11.36% -9.39%
2019
 15.91% -1.51% 16.14% -2.32%
2018
 -3.18% -5.09% -2.40% -4.78%
2017
 9.18% 0.00% 11.42% -0.42%
2016
 7.53% -1.95% 7.92% -2.09%
2015
 0.21% -4.06% -1.20% -4.92%
2014
 7.01% -1.44% 5.31% -2.23%
2013
 6.13% -3.06% 7.86% -3.94%
2012
 12.70% -2.72% 10.85% -4.39%
2011
 2.96% -7.19% 3.71% -5.67%
2010
 11.25% -3.72% 13.58% -4.02%
2009
 22.37% -15.04% 21.18% -6.93%
2008
 -14.80% -23.51% -12.97% -17.75%
2007
 0.88% -3.23% 9.30% -2.21%
2006
 9.18% -1.29% 12.61% -2.81%
2005
 5.23% -1.76% 7.58% -2.16%
2004
 8.41% -3.31% 10.79% -2.87%
2003
 21.64% -1.30% 21.92% -1.65%
2002
 1.03% -6.73% -0.23% -8.35%
2001
 8.71% -3.24% -0.43% -7.19%
2000
 3.43% -4.13% 1.50% -5.41%
1999
 11.02% -2.15% 14.90% -2.99%
1998
 6.04% -9.38% 18.20% -7.22%
1997
 16.36% -2.49% 3.83% -3.99%
1996
 16.81% -1.12% 10.16% -1.62%
1995
 23.17% 0.00% 19.66% -0.17%
1994
 -3.19% -5.36% -2.00% -5.21%
1993
 14.73% -0.57% 16.10% -0.81%
1992
 12.95% -0.70% 7.83% -1.96%