Last Update: 31 October 2021

Implementing the Betterment Robo Advisor 10 Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 2 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 96.78% of times

All the returns are calculated over the available historical serie, starting from January 1995 until October 2021.

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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+4.61% +14.22%
Jan 1995 - Dec 1995
-3.25%
Mar 2008 - Feb 2009
3.22%
2 Years
+4.51% +10.25%
Jan 1995 - Dec 1996
+0.82%
Mar 2014 - Feb 2016
0.00%
3 Years
+4.43% +9.22%
Jan 1995 - Dec 1997
+1.23%
Feb 2013 - Jan 2016
0.00%
4 Years
+4.37% +8.79%
Jan 1995 - Dec 1998
+1.27%
Nov 2014 - Oct 2018
0.00%
5 Years
+4.34% +8.12%
Jan 1995 - Dec 1999
+1.45%
Nov 2013 - Oct 2018
0.00%
6 Years
+4.32% +8.09%
Feb 1995 - Jan 2001
+1.60%
Nov 2012 - Oct 2018
0.00%
7 Years
+4.30% +7.81%
Jan 1995 - Dec 2001
+1.78%
Nov 2011 - Oct 2018
0.00%
8 Years
+4.30% +7.53%
Jan 1995 - Dec 2002
+1.75%
Nov 2010 - Oct 2018
0.00%
9 Years
+4.29% +7.51%
Jan 1995 - Dec 2003
+2.09%
Dec 2009 - Nov 2018
0.00%
10 Years
+4.29% +7.10%
Jan 1995 - Dec 2004
+2.37%
Nov 2010 - Oct 2020
0.00%
11 Years
+4.30% +6.76%
Jan 1995 - Dec 2005
+2.38%
Dec 2007 - Nov 2018
0.00%
12 Years
+4.32% +6.69%
Jan 1995 - Dec 2006
+2.52%
Apr 2008 - Mar 2020
0.00%
13 Years
+4.31% +6.74%
Jan 1995 - Dec 2007
+2.74%
Mar 2008 - Feb 2021
0.00%
14 Years
+4.31% +6.36%
Jan 1995 - Dec 2008
+2.81%
Nov 2007 - Oct 2021
0.00%
15 Years
+4.31% +6.29%
Jan 1995 - Dec 2009
+3.08%
Jan 2004 - Dec 2018
0.00%
16 Years
+4.30% +6.18%
Jan 1995 - Dec 2010
+3.15%
Apr 2004 - Mar 2020
0.00%
17 Years
+4.28% +5.92%
Jan 1995 - Dec 2011
+3.29%
Apr 2004 - Mar 2021
0.00%
18 Years
+4.28% +5.78%
Jan 1995 - Dec 2012
+3.36%
Nov 2003 - Oct 2021
0.00%
19 Years
+4.29% +5.58%
Jan 1995 - Dec 2013
+3.53%
Nov 2002 - Oct 2021
0.00%
20 Years
+4.29% +5.38%
Jan 1995 - Dec 2014
+3.56%
Nov 2001 - Oct 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
+4.61% +14.22%
Jan 1995 - Dec 1995
-3.25%
Mar 2008 - Feb 2009
3.22%
10 out of 311

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.51% +10.25%
Jan 1995 - Dec 1996
+0.82%
Mar 2014 - Feb 2016
0.00%
0 out of 299

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.43% +9.22%
Jan 1995 - Dec 1997
+1.23%
Feb 2013 - Jan 2016
0.00%
0 out of 287

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.37% +8.79%
Jan 1995 - Dec 1998
+1.27%
Nov 2014 - Oct 2018
0.00%
0 out of 275

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.34% +8.12%
Jan 1995 - Dec 1999
+1.45%
Nov 2013 - Oct 2018
0.00%
0 out of 263

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.32% +8.09%
Feb 1995 - Jan 2001
+1.60%
Nov 2012 - Oct 2018
0.00%
0 out of 251

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.30% +7.81%
Jan 1995 - Dec 2001
+1.78%
Nov 2011 - Oct 2018
0.00%
0 out of 239

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.30% +7.53%
Jan 1995 - Dec 2002
+1.75%
Nov 2010 - Oct 2018
0.00%
0 out of 227

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.29% +7.51%
Jan 1995 - Dec 2003
+2.09%
Dec 2009 - Nov 2018
0.00%
0 out of 215

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.29% +7.10%
Jan 1995 - Dec 2004
+2.37%
Nov 2010 - Oct 2020
0.00%
0 out of 203

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.30% +6.76%
Jan 1995 - Dec 2005
+2.38%
Dec 2007 - Nov 2018
0.00%
0 out of 191

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.32% +6.69%
Jan 1995 - Dec 2006
+2.52%
Apr 2008 - Mar 2020
0.00%
0 out of 179

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.31% +6.74%
Jan 1995 - Dec 2007
+2.74%
Mar 2008 - Feb 2021
0.00%
0 out of 167

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.31% +6.36%
Jan 1995 - Dec 2008
+2.81%
Nov 2007 - Oct 2021
0.00%
0 out of 155

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.31% +6.29%
Jan 1995 - Dec 2009
+3.08%
Jan 2004 - Dec 2018
0.00%
0 out of 143

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.30% +6.18%
Jan 1995 - Dec 2010
+3.15%
Apr 2004 - Mar 2020
0.00%
0 out of 131

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.28% +5.92%
Jan 1995 - Dec 2011
+3.29%
Apr 2004 - Mar 2021
0.00%
0 out of 119

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.28% +5.78%
Jan 1995 - Dec 2012
+3.36%
Nov 2003 - Oct 2021
0.00%
0 out of 107

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.29% +5.58%
Jan 1995 - Dec 2013
+3.53%
Nov 2002 - Oct 2021
0.00%
0 out of 95

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.29% +5.38%
Jan 1995 - Dec 2014
+3.56%
Nov 2001 - Oct 2021
0.00%
0 out of 83

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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