Gyroscopic Investing Desert 2x Leveraged vs Aim Ways Shield Strategy Portfolio Comparison

Period: March 2010 - September 2024 (~15 years)
Consolidated Returns as of 30 September 2024
Rebalancing: at every Jan 1st
Currency: USD
(Change Settings)
The minimum date range must be at least 12 months. 'Date To' cannot be beyond September 2024.
Reset settings
Close
Gyroscopic Investing Desert 2x Leveraged Portfolio
1.00$
Initial Capital
October 2014
2.11$
Final Capital
September 2024
7.76%
Yearly Return
13.62
Std Deviation
-34.04%
Max Drawdown
33 months
Recovery Period
Aim Ways Shield Strategy Portfolio
1.00$
Initial Capital
October 2014
2.37$
Final Capital
September 2024
9.03%
Yearly Return
8.98
Std Deviation
-19.36%
Max Drawdown
24 months
Recovery Period
Gyroscopic Investing Desert 2x Leveraged Portfolio
1.00$
Initial Capital
March 2010
4.21$
Final Capital
September 2024
10.36%
Yearly Return
12.39
Std Deviation
-34.04%
Max Drawdown
33 months
Recovery Period
Aim Ways Shield Strategy Portfolio
1.00$
Initial Capital
March 2010
3.69$
Final Capital
September 2024
9.37%
Yearly Return
8.57
Std Deviation
-19.36%
Max Drawdown
24 months
Recovery Period

The Gyroscopic Investing Desert 2x Leveraged Portfolio obtained a 7.76% compound annual return, with a 13.62% standard deviation, in the last 10 Years.

The Aim Ways Shield Strategy Portfolio obtained a 9.03% compound annual return, with a 8.98% standard deviation, in the last 10 Years.

Returns as of Sep 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 March 2010 - 30 September 2024 (~15 years)
Swipe left to see all data
Return (%) as of Sep 30, 2024
YTD
(9M) 		1M 6M 1Y 5Y 10Y MAX
(~15Y)
Desert Portfolio 2x Leveraged
Gyroscopic Investing 		18.92 3.55 13.69 38.17 6.37 7.76 10.36
Shield Strategy
Aim Ways 		15.91 2.55 10.22 28.30 10.43 9.03 9.37
Return over 1 year are annualized.

Capital Growth as of Sep 30, 2024

Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since October 2014, now would be worth 2.11$, with a total return of 111.21% (7.76% annualized).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since October 2014, now would be worth 2.37$, with a total return of 137.35% (9.03% annualized).


Loading data
Please wait
Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.21$, with a total return of 320.95% (10.36% annualized).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since March 2010, now would be worth 3.69$, with a total return of 269.31% (9.37% annualized).


Loading data
Please wait

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 March 2010 - 30 September 2024 (~15 years)
Swipe left to see all data
Desert Portfolio 2x Leveraged Shield Strategy
Author Gyroscopic Investing Aim Ways
ASSET ALLOCATION
Stocks 30% 42%
Fixed Income 60% 38%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%) 38.17 28.30
Infl. Adjusted Return (%) 34.92 25.28
DRAWDOWN
Deepest Drawdown Depth (%) -6.01 -2.13
Start to Recovery (months) 3 2
Longest Drawdown Depth (%) -6.01 -0.12
Start to Recovery (months) 3 2
Longest Negative Period (months) 4 1
RISK INDICATORS
Standard Deviation (%) 15.15 7.30
Sharpe Ratio 2.17 3.14
Sortino Ratio 2.92 4.46
Ulcer Index 1.88 0.59
Ratio: Return / Standard Deviation 2.52 3.87
Ratio: Return / Deepest Drawdown 6.35 13.31
Metrics calculated over the period 1 October 2023 - 30 September 2024
Swipe left to see all data
Desert Portfolio 2x Leveraged Shield Strategy
Author Gyroscopic Investing Aim Ways
ASSET ALLOCATION
Stocks 30% 42%
Fixed Income 60% 38%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%) 6.37 10.43
Infl. Adjusted Return (%) 2.10 6.00
DRAWDOWN
Deepest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 33* 24
Longest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 33* 24
Longest Negative Period (months) 49 30
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 16.96 11.05
Sharpe Ratio 0.25 0.75
Sortino Ratio 0.33 0.99
Ulcer Index 16.55 6.58
Ratio: Return / Standard Deviation 0.38 0.94
Ratio: Return / Deepest Drawdown 0.19 0.54
Metrics calculated over the period 1 October 2019 - 30 September 2024
Swipe left to see all data
Desert Portfolio 2x Leveraged Shield Strategy
Author Gyroscopic Investing Aim Ways
ASSET ALLOCATION
Stocks 30% 42%
Fixed Income 60% 38%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%) 7.76 9.03
Infl. Adjusted Return (%) 4.77 6.00
DRAWDOWN
Deepest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 33* 24
Longest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 33* 24
Longest Negative Period (months) 52 30
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 13.62 8.98
Sharpe Ratio 0.46 0.84
Sortino Ratio 0.62 1.15
Ulcer Index 12.04 4.84
Ratio: Return / Standard Deviation 0.57 1.01
Ratio: Return / Deepest Drawdown 0.23 0.47
Metrics calculated over the period 1 October 2014 - 30 September 2024
Swipe left to see all data
Desert Portfolio 2x Leveraged Shield Strategy
Author Gyroscopic Investing Aim Ways
ASSET ALLOCATION
Stocks 30% 42%
Fixed Income 60% 38%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%) 10.36 9.37
Infl. Adjusted Return (%) 7.59 6.63
DRAWDOWN
Deepest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 33* 24
Longest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 33* 24
Longest Negative Period (months) 52 30
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 12.39 8.57
Sharpe Ratio 0.75 0.98
Sortino Ratio 1.01 1.35
Ulcer Index 10.05 4.09
Ratio: Return / Standard Deviation 0.84 1.09
Ratio: Return / Deepest Drawdown 0.30 0.48
Metrics calculated over the period 1 March 2010 - 30 September 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 October 2014 - 30 September 2024 (10 years)
Period: 1 March 2010 - 30 September 2024 (~15 years)

Loading data
Please wait
Swipe left to see all data
Desert Portfolio 2x Leveraged Shield Strategy
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-34.04 33* Jan 2022
In progress
-19.36 24 Jan 2022
Dec 2023
-10.03 12 Aug 2016
Jul 2017
-7.65 4 Feb 2020
May 2020
-7.55 14 Feb 2018
Mar 2019
-6.85 14 Feb 2015
Mar 2016
-6.04 4 Sep 2020
Dec 2020
-5.79 4 Sep 2021
Dec 2021
-5.23 4 Jan 2021
Apr 2021
-5.03 6 Sep 2018
Feb 2019
-4.62 13 Mar 2015
Mar 2016
-4.34 4 Sep 2020
Dec 2020
-4.07 7 Aug 2016
Feb 2017
-3.61 3 Feb 2020
Apr 2020
-3.53 7 Feb 2018
Aug 2018

Loading data
Please wait
Swipe left to see all data
Desert Portfolio 2x Leveraged Shield Strategy
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-34.04 33* Jan 2022
In progress
-19.36 24 Jan 2022
Dec 2023
-10.03 12 Aug 2016
Jul 2017
-8.09 6 May 2013
Oct 2013
-7.65 4 Feb 2020
May 2020
-7.55 14 Feb 2018
Mar 2019
-6.85 14 Feb 2015
Mar 2016
-6.04 4 Sep 2020
Dec 2020
-5.79 4 Sep 2021
Dec 2021
-5.23 4 Jan 2021
Apr 2021
-5.03 6 Sep 2018
Feb 2019
-4.76 2 Sep 2011
Oct 2011
-4.62 13 Mar 2015
Mar 2016
-4.38 5 May 2013
Sep 2013
-4.34 4 Sep 2020
Dec 2020

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 March 2010 - 30 September 2024 (~15 years)


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

Loading data
Please wait

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.
Swipe left to see all data
Desert Portfolio 2x Leveraged Shield Strategy
Year Return Drawdown Return Drawdown
2024
 18.92% -6.01% 15.91% -2.13%
2023
 15.63% -13.22% 20.08% -5.24%
2022
 -30.56% -34.04% -15.12% -19.36%
2021
 12.18% -5.79% 9.82% -3.40%
2020
 21.66% -6.04% 20.37% -7.65%
2019
 30.15% -1.15% 22.48% -2.06%
2018
 -5.84% -7.55% -1.91% -5.03%
2017
 17.48% -1.28% 15.04% -0.68%
2016
 7.95% -10.03% 7.35% -4.07%
2015
 -1.47% -6.85% -0.10% -4.62%
2014
 17.56% -3.41% 8.59% -2.13%
2013
 8.45% -8.09% 7.50% -4.38%
2012
 14.13% -2.65% 10.74% -3.62%
2011
 18.75% -3.56% 6.97% -4.76%