Aim Ways Shield plus Foreign
Asset Allocation
Performance
Performance Chart
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The earliest data available for this chart is Jun 19, 2012, corresponding to the inception date of SPHY
Returns By Period
As of May 16, 2025, the Aim Ways Shield plus Foreign returned 6.52% Year-To-Date and 9.54% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.60% | 9.64% | -0.54% | 11.47% | 15.67% | 10.79% |
| Aim Ways Shield plus Foreign | 6.52% | 5.21% | 6.81% | 15.11% | 11.16% | 9.54% |
| Portfolio components: | ||||||
SPY SPDR S&P 500 ETF | 1.05% | 9.83% | 0.15% | 12.87% | 17.33% | 12.69% |
QQQ Invesco QQQ | 1.72% | 13.38% | 2.39% | 15.35% | 19.20% | 17.74% |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 1.60% | 0.83% | 1.02% | 3.81% | -0.25% | 2.45% |
IEI iShares 3-7 Year Treasury Bond ETF | 2.76% | -0.06% | 3.18% | 5.31% | -0.71% | 1.28% |
GLD SPDR Gold Trust | 23.01% | 0.02% | 25.67% | 34.84% | 12.73% | 9.77% |
VEA Vanguard FTSE Developed Markets ETF | 14.24% | 8.07% | 12.77% | 9.59% | 12.69% | 5.69% |
USMV iShares Edge MSCI Min Vol USA ETF | 5.20% | 2.45% | 1.85% | 13.22% | 11.77% | 10.38% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 2.58% | 1.25% | 2.65% | 6.11% | 1.11% | 2.83% |
SPHY SPDR Portfolio High Yield Bond ETF | 2.39% | 3.19% | 2.61% | 8.47% | 6.96% | 4.61% |
VGT Vanguard Information Technology ETF | -0.88% | 17.07% | -0.15% | 15.43% | 20.95% | 20.00% |
SCHD Schwab US Dividend Equity ETF | -2.42% | 3.89% | -6.83% | 2.69% | 13.79% | 10.54% |
VIG Vanguard Dividend Appreciation ETF | 1.43% | 6.27% | -0.35% | 9.66% | 14.44% | 11.34% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.64% | 0.37% | -0.69% | 1.45% | 2.63% | 6.52% | |||||||
| 2024 | 0.51% | 1.87% | 2.97% | -1.96% | 3.27% | 2.16% | 1.99% | 1.85% | 2.38% | -0.51% | 2.18% | -1.33% | 16.36% |
| 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 | -1.00% | -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% | 3.84% | 2.48% | 5.45% | 3.66% | -2.87% | -1.44% | 4.64% | 3.50% | 20.79% |
| 2019 | 4.91% | 1.52% | 1.67% | 2.05% | -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% | -0.41% | 1.18% | 1.72% | -0.10% | -3.24% | 0.53% | -2.13% | -1.27% |
| 2017 | 2.68% | 2.59% | 0.47% | 1.51% | 1.50% | -0.76% | 1.95% | 1.57% | -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% | -1.57% | -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% |
Expense Ratio
Aim Ways Shield plus Foreign has an expense ratio of 0.17%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 90, Aim Ways Shield plus Foreign is among the top 10% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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 | 0.64 | 1.16 | 1.17 | 0.79 | 3.04 |
QQQ Invesco QQQ | 0.61 | 1.14 | 1.16 | 0.79 | 2.57 |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 0.51 | 0.98 | 1.12 | 0.35 | 1.82 |
IEI iShares 3-7 Year Treasury Bond ETF | 1.30 | 2.21 | 1.27 | 0.61 | 3.65 |
GLD SPDR Gold Trust | 1.97 | 2.84 | 1.36 | 4.65 | 12.04 |
VEA Vanguard FTSE Developed Markets ETF | 0.56 | 1.05 | 1.14 | 0.85 | 2.57 |
USMV iShares Edge MSCI Min Vol USA ETF | 1.02 | 1.52 | 1.23 | 1.51 | 5.71 |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 1.11 | 1.86 | 1.23 | 0.75 | 4.23 |
SPHY SPDR Portfolio High Yield Bond ETF | 1.52 | 2.40 | 1.36 | 1.89 | 9.95 |
VGT Vanguard Information Technology ETF | 0.52 | 1.06 | 1.15 | 0.71 | 2.31 |
SCHD Schwab US Dividend Equity ETF | 0.17 | 0.41 | 1.05 | 0.21 | 0.68 |
VIG Vanguard Dividend Appreciation ETF | 0.61 | 1.10 | 1.16 | 0.75 | 3.08 |
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Dividends
Dividend yield
Aim Ways Shield plus Foreign provided a 2.32% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.32% | 2.33% | 2.12% | 1.87% | 1.45% | 1.62% | 1.95% | 1.89% | 1.72% | 1.80% | 1.79% | 1.79% |
| Portfolio components: | ||||||||||||
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
QQQ Invesco QQQ | 0.58% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 4.49% | 4.45% | 3.99% | 3.30% | 2.30% | 2.66% | 3.29% | 3.67% | 3.10% | 3.34% | 3.47% | 3.39% |
IEI iShares 3-7 Year Treasury Bond ETF | 3.25% | 3.18% | 2.36% | 1.37% | 0.73% | 1.12% | 2.01% | 1.95% | 1.51% | 1.33% | 1.39% | 1.23% |
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 | 2.87% | 3.35% | 3.15% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
USMV iShares Edge MSCI Min Vol USA ETF | 1.56% | 1.67% | 1.82% | 1.62% | 1.26% | 1.81% | 1.88% | 2.12% | 1.77% | 2.22% | 2.02% | 1.88% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.50% | 4.43% | 3.72% | 3.03% | 2.87% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% |
SPHY SPDR Portfolio High Yield Bond ETF | 7.69% | 7.80% | 7.30% | 6.47% | 5.14% | 5.63% | 5.73% | 4.09% | 4.41% | 4.27% | 4.29% | 3.98% |
VGT Vanguard Information Technology ETF | 0.52% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
SCHD Schwab US Dividend Equity ETF | 3.94% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
VIG Vanguard Dividend Appreciation ETF | 1.79% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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.
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 |
| -8.64% | Feb 20, 2025 | 34 | Apr 8, 2025 | 23 | May 12, 2025 | 57 |
| -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 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 12 assets, with an effective number of assets of 7.03, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| ^GSPC | GLD | IEI | VCIT | LQD | SPHY | SCHD | VEA | VGT | USMV | QQQ | VIG | SPY | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.02 | -0.17 | 0.08 | 0.12 | 0.44 | 0.84 | 0.81 | 0.89 | 0.86 | 0.90 | 0.93 | 1.00 | 0.86 |
| GLD | 0.02 | 1.00 | 0.37 | 0.34 | 0.32 | 0.10 | 0.01 | 0.15 | 0.01 | 0.06 | 0.02 | 0.02 | 0.02 | 0.39 |
| IEI | -0.17 | 0.37 | 1.00 | 0.83 | 0.76 | 0.15 | -0.16 | -0.10 | -0.14 | -0.05 | -0.13 | -0.14 | -0.17 | 0.11 |
| VCIT | 0.08 | 0.34 | 0.83 | 1.00 | 0.92 | 0.32 | 0.06 | 0.13 | 0.09 | 0.17 | 0.10 | 0.09 | 0.08 | 0.33 |
| LQD | 0.12 | 0.32 | 0.76 | 0.92 | 1.00 | 0.33 | 0.09 | 0.15 | 0.13 | 0.20 | 0.14 | 0.13 | 0.12 | 0.35 |
| SPHY | 0.44 | 0.10 | 0.15 | 0.32 | 0.33 | 1.00 | 0.39 | 0.43 | 0.40 | 0.41 | 0.41 | 0.42 | 0.44 | 0.53 |
| SCHD | 0.84 | 0.01 | -0.16 | 0.06 | 0.09 | 0.39 | 1.00 | 0.75 | 0.65 | 0.85 | 0.65 | 0.91 | 0.84 | 0.69 |
| VEA | 0.81 | 0.15 | -0.10 | 0.13 | 0.15 | 0.43 | 0.75 | 1.00 | 0.70 | 0.71 | 0.71 | 0.77 | 0.81 | 0.78 |
| VGT | 0.89 | 0.01 | -0.14 | 0.09 | 0.13 | 0.40 | 0.65 | 0.70 | 1.00 | 0.70 | 0.96 | 0.77 | 0.89 | 0.84 |
| USMV | 0.86 | 0.06 | -0.05 | 0.17 | 0.20 | 0.41 | 0.85 | 0.71 | 0.70 | 1.00 | 0.71 | 0.92 | 0.86 | 0.76 |
| QQQ | 0.90 | 0.02 | -0.13 | 0.10 | 0.14 | 0.41 | 0.65 | 0.71 | 0.96 | 0.71 | 1.00 | 0.77 | 0.90 | 0.86 |
| VIG | 0.93 | 0.02 | -0.14 | 0.09 | 0.13 | 0.42 | 0.91 | 0.77 | 0.77 | 0.92 | 0.77 | 1.00 | 0.93 | 0.78 |
| SPY | 1.00 | 0.02 | -0.17 | 0.08 | 0.12 | 0.44 | 0.84 | 0.81 | 0.89 | 0.86 | 0.90 | 0.93 | 1.00 | 0.86 |
| Portfolio | 0.86 | 0.39 | 0.11 | 0.33 | 0.35 | 0.53 | 0.69 | 0.78 | 0.84 | 0.76 | 0.86 | 0.78 | 0.86 | 1.00 |