Aim Ways Shield plus Foreign
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Aim Ways Shield plus Foreign, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is Jun 19, 2012, corresponding to the inception date of SPHY
Returns By Period
As of Jul 22, 2024, the Aim Ways Shield plus Foreign returned 10.38% Year-To-Date and 8.78% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 16.48% | 1.67% | 14.21% | 21.98% | 13.13% | 10.91% |
| Aim Ways Shield plus Foreign | 10.74% | 1.62% | 10.25% | 16.71% | 10.10% | 8.81% |
| Portfolio components: | ||||||
SPY SPDR S&P 500 ETF | 16.23% | 1.15% | 13.82% | 22.23% | 14.55% | 12.77% |
QQQ Invesco QQQ | 17.70% | 1.41% | 13.20% | 27.76% | 20.62% | 18.40% |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 0.02% | 0.36% | 1.84% | 5.07% | 0.46% | 2.35% |
IEI iShares 3-7 Year Treasury Bond ETF | 0.92% | 0.80% | 1.67% | 4.11% | 0.15% | 1.18% |
GLD SPDR Gold Trust | 16.43% | 3.22% | 19.41% | 22.02% | 10.79% | 5.89% |
VEA Vanguard FTSE Developed Markets ETF | 7.13% | 2.08% | 8.93% | 10.48% | 7.18% | 4.83% |
USMV iShares Edge MSCI Min Vol USA ETF | 10.64% | 1.21% | 8.58% | 14.74% | 8.07% | 10.73% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 1.57% | 0.82% | 2.97% | 6.77% | 1.13% | 2.66% |
SPHY SPDR Portfolio High Yield Bond ETF | 4.34% | 1.44% | 4.57% | 10.85% | 4.27% | 4.19% |
VGT Vanguard Information Technology ETF | 20.93% | 2.96% | 15.34% | 29.55% | 22.34% | 20.78% |
SCHD Schwab US Dividend Equity ETF | 8.51% | 3.48% | 8.13% | 11.78% | 11.96% | 11.20% |
VIG Vanguard Dividend Appreciation ETF | 11.50% | 2.11% | 10.23% | 14.99% | 11.71% | 11.49% |
Monthly Returns
The table below presents the monthly returns of Aim Ways Shield plus Foreign, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.51% | 1.87% | 2.97% | -1.96% | 3.27% | 2.16% | 10.74% | ||||||
| 2023 | 5.75% | -2.57% | 5.19% | 0.90% | 0.68% | 2.43% | 2.10% | -1.08% | -3.64% | 0.02% | 6.29% | 3.60% | 20.87% |
| 2022 | -4.02% | -0.73% | 0.90% | -6.17% | -0.40% | -5.05% | 5.38% | -3.83% | -6.36% | 2.75% | 5.52% | -2.84% | -14.74% |
| 2021 | -1.01% | -0.79% | 1.12% | 3.27% | 1.59% | 0.53% | 1.93% | 1.42% | -3.11% | 3.19% | -0.24% | 2.37% | 10.56% |
| 2020 | 1.86% | -3.07% | -6.23% | 8.18% | 3.85% | 2.48% | 5.45% | 3.66% | -2.87% | -1.44% | 4.64% | 3.50% | 20.79% |
| 2019 | 4.91% | 1.52% | 1.67% | 2.06% | -2.54% | 5.23% | 0.80% | 1.34% | 0.01% | 1.91% | 1.04% | 2.44% | 22.13% |
| 2018 | 3.14% | -2.00% | -1.14% | -0.19% | 1.54% | -0.42% | 1.18% | 1.73% | -0.11% | -3.24% | 0.54% | -2.13% | -1.27% |
| 2017 | 2.68% | 2.58% | 0.47% | 1.51% | 1.50% | -0.76% | 1.95% | 1.56% | -0.27% | 1.39% | 1.05% | 0.93% | 15.55% |
| 2016 | -1.09% | 2.19% | 3.30% | 0.70% | -0.01% | 2.08% | 2.99% | -0.38% | 0.78% | -1.58% | -1.77% | 0.85% | 8.19% |
| 2015 | 1.48% | 1.37% | -1.11% | 0.57% | 0.70% | -1.73% | 0.33% | -2.43% | -1.13% | 4.85% | -1.16% | -1.24% | 0.28% |
| 2014 | -0.04% | 3.59% | -0.89% | 0.55% | 1.27% | 2.19% | -1.06% | 2.45% | -2.11% | 0.94% | 1.59% | -0.52% | 8.08% |
| 2013 | 1.57% | -0.36% | 1.74% | 0.21% | -0.77% | -3.36% | 4.12% | -0.32% | 1.42% | 2.45% | 0.23% | 0.34% | 7.32% |
Expense Ratio
Aim Ways Shield plus Foreign has an expense ratio of 0.17%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of Aim Ways Shield plus Foreign is 76, placing it in the top 24% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | 2.06 | 2.90 | 1.36 | 1.98 | 7.96 |
QQQ Invesco QQQ | 1.83 | 2.50 | 1.31 | 2.09 | 9.17 |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 0.55 | 0.86 | 1.10 | 0.21 | 1.53 |
IEI iShares 3-7 Year Treasury Bond ETF | 0.80 | 1.22 | 1.14 | 0.28 | 2.72 |
GLD SPDR Gold Trust | 1.62 | 2.30 | 1.29 | 1.72 | 7.91 |
VEA Vanguard FTSE Developed Markets ETF | 0.87 | 1.30 | 1.16 | 0.64 | 2.57 |
USMV iShares Edge MSCI Min Vol USA ETF | 1.82 | 2.60 | 1.32 | 1.47 | 7.22 |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 0.97 | 1.48 | 1.17 | 0.37 | 3.11 |
SPHY SPDR Portfolio High Yield Bond ETF | 1.98 | 3.06 | 1.38 | 1.37 | 9.96 |
VGT Vanguard Information Technology ETF | 1.70 | 2.30 | 1.29 | 2.39 | 7.38 |
SCHD Schwab US Dividend Equity ETF | 1.11 | 1.66 | 1.19 | 0.93 | 3.43 |
VIG Vanguard Dividend Appreciation ETF | 1.67 | 2.41 | 1.29 | 1.62 | 5.14 |
Dividends
Dividend yield
Aim Ways Shield plus Foreign granted a 2.26% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aim Ways Shield plus Foreign | 2.26% | 2.12% | 1.87% | 1.45% | 1.62% | 1.95% | 1.89% | 1.72% | 1.80% | 1.79% | 1.79% | 1.72% |
| Portfolio components: | ||||||||||||
SPY SPDR S&P 500 ETF | 1.25% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
QQQ Invesco QQQ | 0.60% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 4.33% | 3.99% | 3.30% | 2.30% | 2.66% | 3.29% | 3.67% | 3.10% | 3.34% | 3.47% | 3.39% | 3.83% |
IEI iShares 3-7 Year Treasury Bond ETF | 2.84% | 2.36% | 1.37% | 0.73% | 1.12% | 2.01% | 1.95% | 1.51% | 1.33% | 1.39% | 1.23% | 0.77% |
GLD SPDR Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VEA Vanguard FTSE Developed Markets ETF | 3.30% | 3.15% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% | 2.60% |
USMV iShares Edge MSCI Min Vol USA ETF | 1.73% | 1.82% | 1.62% | 1.26% | 1.81% | 1.88% | 2.12% | 1.77% | 2.22% | 2.02% | 1.88% | 2.18% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.11% | 3.72% | 3.03% | 2.87% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% | 4.00% |
SPHY SPDR Portfolio High Yield Bond ETF | 7.76% | 7.30% | 6.47% | 5.14% | 5.63% | 5.73% | 4.09% | 4.41% | 4.27% | 4.29% | 3.98% | 4.41% |
VGT Vanguard Information Technology ETF | 0.63% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
SCHD Schwab US Dividend Equity ETF | 3.49% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
VIG Vanguard Dividend Appreciation ETF | 1.78% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Aim Ways Shield plus Foreign. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Aim Ways Shield plus Foreign was 19.99%, occurring on Oct 14, 2022. Recovery took 284 trading sessions.
The current Aim Ways Shield plus Foreign drawdown is 2.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.99% | Dec 28, 2021 | 202 | Oct 14, 2022 | 284 | Dec 1, 2023 | 486 |
| -18.58% | Feb 20, 2020 | 22 | Mar 20, 2020 | 53 | Jun 5, 2020 | 75 |
| -7.91% | Aug 30, 2018 | 80 | Dec 24, 2018 | 28 | Feb 5, 2019 | 108 |
| -6.66% | May 19, 2015 | 69 | Aug 25, 2015 | 140 | Mar 16, 2016 | 209 |
| -5.94% | Sep 3, 2020 | 14 | Sep 23, 2020 | 48 | Dec 1, 2020 | 62 |
Volatility
Volatility Chart
The current Aim Ways Shield plus Foreign volatility is 2.07%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| GLD | IEI | VCIT | LQD | SPHY | VEA | SCHD | VGT | QQQ | USMV | VIG | SPY | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GLD | 1.00 | 0.39 | 0.35 | 0.33 | 0.10 | 0.14 | 0.01 | 0.01 | 0.01 | 0.05 | 0.02 | 0.01 |
| IEI | 0.39 | 1.00 | 0.82 | 0.76 | 0.14 | -0.12 | -0.17 | -0.14 | -0.13 | -0.06 | -0.15 | -0.17 |
| VCIT | 0.35 | 0.82 | 1.00 | 0.91 | 0.31 | 0.11 | 0.05 | 0.09 | 0.10 | 0.16 | 0.08 | 0.07 |
| LQD | 0.33 | 0.76 | 0.91 | 1.00 | 0.32 | 0.13 | 0.08 | 0.12 | 0.13 | 0.19 | 0.12 | 0.11 |
| SPHY | 0.10 | 0.14 | 0.31 | 0.32 | 1.00 | 0.42 | 0.38 | 0.39 | 0.39 | 0.39 | 0.40 | 0.43 |
| VEA | 0.14 | -0.12 | 0.11 | 0.13 | 0.42 | 1.00 | 0.76 | 0.70 | 0.71 | 0.72 | 0.78 | 0.82 |
| SCHD | 0.01 | -0.17 | 0.05 | 0.08 | 0.38 | 0.76 | 1.00 | 0.68 | 0.67 | 0.85 | 0.91 | 0.86 |
| VGT | 0.01 | -0.14 | 0.09 | 0.12 | 0.39 | 0.70 | 0.68 | 1.00 | 0.96 | 0.71 | 0.77 | 0.89 |
| QQQ | 0.01 | -0.13 | 0.10 | 0.13 | 0.39 | 0.71 | 0.67 | 0.96 | 1.00 | 0.72 | 0.77 | 0.90 |
| USMV | 0.05 | -0.06 | 0.16 | 0.19 | 0.39 | 0.72 | 0.85 | 0.71 | 0.72 | 1.00 | 0.92 | 0.87 |
| VIG | 0.02 | -0.15 | 0.08 | 0.12 | 0.40 | 0.78 | 0.91 | 0.77 | 0.77 | 0.92 | 1.00 | 0.93 |
| SPY | 0.01 | -0.17 | 0.07 | 0.11 | 0.43 | 0.82 | 0.86 | 0.89 | 0.90 | 0.87 | 0.93 | 1.00 |