Last Update: 30 April 2022

Implementing the Betterment Robo Advisor 10 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 95.47% of times

All the returns are calculated over the available historical serie, starting from January 1992 until April 2022.

In order to have complete information about the portfolio, please refer to the Betterment Robo Advisor 10 Portfolio: ETF allocation and returns page.

Rolling Returns

Betterment Robo Advisor 10 Portfolio: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
4.72 14.22
Jan 1995 - Dec 1995
-4.74
May 2021 - Apr 2022
4.53%
2 Years
4.67 10.43
Dec 1994 - Nov 1996
-0.15
May 2020 - Apr 2022
0.29%
3 Years
4.67 9.22
Jan 1995 - Dec 1997
1.23
Feb 2013 - Jan 2016
0.00%
4 Years
4.66 8.79
Jan 1995 - Dec 1998
1.27
Nov 2014 - Oct 2018
0.00%
5 Years
4.64 8.12
Jan 1995 - Dec 1999
1.45
Nov 2013 - Oct 2018
0.00%
6 Years
4.62 8.09
Feb 1995 - Jan 2001
1.60
Nov 2012 - Oct 2018
0.00%
7 Years
4.60 7.81
Dec 1994 - Nov 2001
1.63
May 2015 - Apr 2022
0.00%
8 Years
4.60 7.53
Jan 1995 - Dec 2002
1.71
May 2014 - Apr 2022
0.00%
9 Years
4.61 7.51
Jan 1995 - Dec 2003
1.69
May 2013 - Apr 2022
0.00%
10 Years
4.61 7.22
May 1992 - Apr 2002
1.82
May 2012 - Apr 2022
0.00%
11 Years
4.61 7.05
May 1992 - Apr 2003
1.83
May 2011 - Apr 2022
0.00%
12 Years
4.62 7.15
Apr 1992 - Mar 2004
2.03
May 2010 - Apr 2022
0.00%
13 Years
4.62 6.74
Dec 1994 - Nov 2007
2.45
May 2009 - Apr 2022
0.00%
14 Years
4.61 6.57
Apr 1992 - Mar 2006
2.25
May 2008 - Apr 2022
0.00%
15 Years
4.63 6.56
Apr 1992 - Mar 2007
2.54
May 2007 - Apr 2022
0.00%
16 Years
4.62 6.62
Apr 1992 - Mar 2008
2.78
May 2006 - Apr 2022
0.00%
17 Years
4.61 6.19
Dec 1992 - Nov 2009
2.91
May 2005 - Apr 2022
0.00%
18 Years
4.61 6.24
Apr 1992 - Mar 2010
2.95
Apr 2004 - Mar 2022
0.00%
19 Years
4.61 6.11
May 1992 - Apr 2011
3.08
May 2003 - Apr 2022
0.00%
20 Years
4.60 5.94
Apr 1992 - Mar 2012
3.19
May 2002 - Apr 2022
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
+4.72% +14.22%
Jan 1995 - Dec 1995
-4.74%
May 2021 - Apr 2022
4.53%
16 out of 353
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.67% +10.43%
Dec 1994 - Nov 1996
-0.15%
May 2020 - Apr 2022
0.29%
1 out of 341
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.67% +9.22%
Jan 1995 - Dec 1997
+1.23%
Feb 2013 - Jan 2016
0.00%
0 out of 329
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.66% +8.79%
Jan 1995 - Dec 1998
+1.27%
Nov 2014 - Oct 2018
0.00%
0 out of 317
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.64% +8.12%
Jan 1995 - Dec 1999
+1.45%
Nov 2013 - Oct 2018
0.00%
0 out of 305
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.62% +8.09%
Feb 1995 - Jan 2001
+1.60%
Nov 2012 - Oct 2018
0.00%
0 out of 293
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.60% +7.81%
Dec 1994 - Nov 2001
+1.63%
May 2015 - Apr 2022
0.00%
0 out of 281
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.60% +7.53%
Jan 1995 - Dec 2002
+1.71%
May 2014 - Apr 2022
0.00%
0 out of 269
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.61% +7.51%
Jan 1995 - Dec 2003
+1.69%
May 2013 - Apr 2022
0.00%
0 out of 257
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.61% +7.22%
May 1992 - Apr 2002
+1.82%
May 2012 - Apr 2022
0.00%
0 out of 245
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.61% +7.05%
May 1992 - Apr 2003
+1.83%
May 2011 - Apr 2022
0.00%
0 out of 233
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.62% +7.15%
Apr 1992 - Mar 2004
+2.03%
May 2010 - Apr 2022
0.00%
0 out of 221
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.62% +6.74%
Dec 1994 - Nov 2007
+2.45%
May 2009 - Apr 2022
0.00%
0 out of 209
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.61% +6.57%
Apr 1992 - Mar 2006
+2.25%
May 2008 - Apr 2022
0.00%
0 out of 197
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.63% +6.56%
Apr 1992 - Mar 2007
+2.54%
May 2007 - Apr 2022
0.00%
0 out of 185
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.62% +6.62%
Apr 1992 - Mar 2008
+2.78%
May 2006 - Apr 2022
0.00%
0 out of 173
16 Years Annualized Rolling Returns over time
16 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.61% +6.19%
Dec 1992 - Nov 2009
+2.91%
May 2005 - Apr 2022
0.00%
0 out of 161
17 Years Annualized Rolling Returns over time
17 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.61% +6.24%
Apr 1992 - Mar 2010
+2.95%
Apr 2004 - Mar 2022
0.00%
0 out of 149
18 Years Annualized Rolling Returns over time
18 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.61% +6.11%
May 1992 - Apr 2011
+3.08%
May 2003 - Apr 2022
0.00%
0 out of 137
19 Years Annualized Rolling Returns over time
19 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.60% +5.94%
Apr 1992 - Mar 2012
+3.19%
May 2002 - Apr 2022
0.00%
0 out of 125
20 Years Annualized Rolling Returns over time
20 Years Annualized Rolling Returns Histogram

In order to have complete information about the portfolio, please refer to the Betterment Robo Advisor 10 Portfolio: ETF allocation and returns page.

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