Last Update: 31 August 2021

Implementing the Betterment Robo Advisor 0 Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 3 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 1 year rolling periods, you would have obtained a positive returns 96.69% of times

All the returns are calculated over the available historical serie, starting from January 1983 until August 2021.

In order to have complete information about the portfolio, please refer to the Betterment Robo Advisor 0 Portfolio: ETF allocation and returns page.

Rolling Returns

Betterment Robo Advisor 0 Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+5.21% +20.85%
Jul 1984 - Jun 1985
-0.52%
May 2017 - Apr 2018
3.31%
2 Years
+5.19% +16.49%
Jul 1984 - Jun 1986
-0.17%
Aug 2016 - Jul 2018
0.91%
3 Years
+5.09% +13.92%
Sep 1983 - Aug 1986
+0.26%
May 2015 - Apr 2018
0.00%
4 Years
+4.99% +11.69%
Jan 1983 - Dec 1986
+0.43%
Mar 2014 - Feb 2018
0.00%
5 Years
+4.95% +10.85%
Jul 1984 - Jun 1989
+0.41%
May 2013 - Apr 2018
0.00%
6 Years
+4.94% +10.46%
Aug 1983 - Jul 1989
+0.43%
May 2012 - Apr 2018
0.00%
7 Years
+4.94% +10.50%
Jun 1984 - May 1991
+0.51%
Sep 2011 - Aug 2018
0.00%
8 Years
+4.93% +10.43%
Jul 1984 - Jun 1992
+0.60%
Nov 2010 - Oct 2018
0.00%
9 Years
+4.92% +10.27%
Sep 1983 - Aug 1992
+0.82%
Dec 2009 - Nov 2018
0.00%
10 Years
+4.91% +9.88%
Sep 1983 - Aug 1993
+0.96%
Jan 2009 - Dec 2018
0.00%
11 Years
+4.90% +9.40%
Jan 1983 - Dec 1993
+1.21%
Jan 2009 - Dec 2019
0.00%
12 Years
+4.91% +8.96%
Aug 1983 - Jul 1995
+1.36%
Sep 2009 - Aug 2021
0.00%
13 Years
+4.93% +8.84%
Feb 1983 - Jan 1996
+1.56%
Apr 2008 - Mar 2021
0.00%
14 Years
+4.93% +8.58%
Aug 1983 - Jul 1997
+1.89%
Sep 2007 - Aug 2021
0.00%
15 Years
+4.93% +8.47%
Sep 1983 - Aug 1998
+1.96%
Oct 2003 - Sep 2018
0.00%
16 Years
+4.92% +8.31%
Jan 1983 - Dec 1998
+2.02%
Oct 2002 - Sep 2018
0.00%
17 Years
+4.92% +8.12%
Jun 1984 - May 2001
+2.11%
Apr 2004 - Mar 2021
0.00%
18 Years
+4.94% +8.12%
Sep 1983 - Aug 2001
+2.11%
Jul 2003 - Jun 2021
0.00%
19 Years
+4.94% +8.05%
Sep 1983 - Aug 2002
+2.20%
Sep 2002 - Aug 2021
0.00%
20 Years
+4.94% +7.95%
Jan 1983 - Dec 2002
+2.43%
Sep 2001 - Aug 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.21% +20.85%
Jul 1984 - Jun 1985
-0.52%
May 2017 - Apr 2018
3.31%
15 out of 453

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.19% +16.49%
Jul 1984 - Jun 1986
-0.17%
Aug 2016 - Jul 2018
0.91%
4 out of 441

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.09% +13.92%
Sep 1983 - Aug 1986
+0.26%
May 2015 - Apr 2018
0.00%
0 out of 429

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.99% +11.69%
Jan 1983 - Dec 1986
+0.43%
Mar 2014 - Feb 2018
0.00%
0 out of 417

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.95% +10.85%
Jul 1984 - Jun 1989
+0.41%
May 2013 - Apr 2018
0.00%
0 out of 405

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.94% +10.46%
Aug 1983 - Jul 1989
+0.43%
May 2012 - Apr 2018
0.00%
0 out of 393

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.94% +10.50%
Jun 1984 - May 1991
+0.51%
Sep 2011 - Aug 2018
0.00%
0 out of 381

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.93% +10.43%
Jul 1984 - Jun 1992
+0.60%
Nov 2010 - Oct 2018
0.00%
0 out of 369

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.92% +10.27%
Sep 1983 - Aug 1992
+0.82%
Dec 2009 - Nov 2018
0.00%
0 out of 357

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.91% +9.88%
Sep 1983 - Aug 1993
+0.96%
Jan 2009 - Dec 2018
0.00%
0 out of 345

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.90% +9.40%
Jan 1983 - Dec 1993
+1.21%
Jan 2009 - Dec 2019
0.00%
0 out of 333

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.91% +8.96%
Aug 1983 - Jul 1995
+1.36%
Sep 2009 - Aug 2021
0.00%
0 out of 321

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.93% +8.84%
Feb 1983 - Jan 1996
+1.56%
Apr 2008 - Mar 2021
0.00%
0 out of 309

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.93% +8.58%
Aug 1983 - Jul 1997
+1.89%
Sep 2007 - Aug 2021
0.00%
0 out of 297

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.93% +8.47%
Sep 1983 - Aug 1998
+1.96%
Oct 2003 - Sep 2018
0.00%
0 out of 285

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.92% +8.31%
Jan 1983 - Dec 1998
+2.02%
Oct 2002 - Sep 2018
0.00%
0 out of 273

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.92% +8.12%
Jun 1984 - May 2001
+2.11%
Apr 2004 - Mar 2021
0.00%
0 out of 261

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.94% +8.12%
Sep 1983 - Aug 2001
+2.11%
Jul 2003 - Jun 2021
0.00%
0 out of 249

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.94% +8.05%
Sep 1983 - Aug 2002
+2.20%
Sep 2002 - Aug 2021
0.00%
0 out of 237

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.94% +7.95%
Jan 1983 - Dec 2002
+2.43%
Sep 2001 - Aug 2021
0.00%
0 out of 225

In order to have complete information about the portfolio, please refer to the Betterment Robo Advisor 0 Portfolio: ETF allocation and returns page.

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