Last Update: 31 March 2021

The Betterment Robo Advisor 100 Portfolio is exposed for 100% on the Stock Market.

It's a Very High Risk portfolio and it can be replicated with 6 ETFs.

In the last 10 years, the portfolio obtained a 9.59% compound annual return, with a 14.36% standard deviation.

In 2020, the portfolio granted a 1.94% dividend yield. If you are interested in getting periodic income, please refer to the Betterment Robo Advisor 100 Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Betterment Robo Advisor 100 Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The Betterment Robo Advisor 100 Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
34.60 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
27.30 % EFA iShares MSCI EAFE Equity, EAFE, Large Cap
15.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
9.20 % VTV Vanguard Value Equity, U.S., Large Cap, Value
7.50 % VOE Vanguard Mid-Cap Value Equity, U.S., Mid Cap
6.40 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Betterment Robo Advisor 100 Portfolio guaranteed the following returns.

BETTERMENT ROBO ADVISOR 100 PORTFOLIO RETURNS (%)
Last Update: 31 March 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Betterment Robo Advisor 100 Portfolio +3.30 +7.45 +25.41 +59.30 +11.03 +13.04 +9.59
Components
VTI - Vanguard Total Stock Market +3.65 +6.54 +22.26 +62.90 +17.17 +16.69 +13.80
EFA - iShares MSCI EAFE +2.51 +3.99 +20.36 +45.32 +5.89 +8.92 +5.45
EEM - iShares MSCI Emerging Markets -0.73 +3.23 +22.24 +58.83 +5.68 +11.59 +3.05
VTV - Vanguard Value +6.66 +11.11 +27.32 +51.62 +11.41 +12.73 +11.64
VOE - Vanguard Mid-Cap Value +6.17 +13.84 +34.44 +69.88 +9.89 +11.66 +11.32
IJS - iShares S&P Small-Cap 600 Value +5.61 +24.32 +65.15 +104.15 +11.88 +13.92 +11.91
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Betterment Robo Advisor 100 Portfolio: Dividend Yield page.

Historical Returns

Betterment Robo Advisor 100 Portfolio - Historical returns and stats.

BETTERMENT ROBO ADVISOR 100 PORTFOLIO
Last Update: 31 March 2021
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Period Returns
Mar 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.30%
0.00%
1 - 0
3M
+7.45%
0.00%
3 - 0
6M
+25.41%
-1.39%
Oct 2020 - Oct 2020
5 - 1
YTD
+7.45%
0.00%
3 - 0
1Y
+59.30%
14.17%
-3.97%
Sep 2020 - Oct 2020
10 - 2
3Y
+11.03%
annualized
18.45%
-24.13%
Jan 2020 - Mar 2020
25 - 11
5Y
+13.04%
annualized
14.89%
-24.13%
Jan 2020 - Mar 2020
46 - 14
10Y
+9.59%
annualized
14.36%
-24.13%
Jan 2020 - Mar 2020
81 - 39
MAX
01 Jan 2007
+7.15%
annualized
16.98%
-54.55%
Nov 2007 - Feb 2009
109 - 62

* Annualized St.Dev. of monthly returns

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+19.92% 100 0 0 Compare
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+13.80% 100 0 0 Compare
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+12.75% 90 10 0 Compare
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+11.80% 80 20 0 Compare
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+10.29% 90 10 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Betterment Robo Advisor 100 Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.34% +63.57%
Mar 2009 - Feb 2010
-46.95%
Mar 2008 - Feb 2009
30.63%
2 Years
+7.00% +41.70%
Mar 2009 - Feb 2011
-27.26%
Mar 2007 - Feb 2009
17.57%
3 Years
+7.92% +26.07%
Mar 2009 - Feb 2012
-9.37%
Jul 2007 - Jun 2010
10.29%
5 Years
+8.37% +21.69%
Mar 2009 - Feb 2014
-2.42%
Jun 2007 - May 2012
8.04%
7 Years
+8.59% +14.19%
Mar 2009 - Feb 2016
+3.49%
Nov 2007 - Oct 2014
0.00%
10 Years
+8.27% +13.99%
Mar 2009 - Feb 2019
+4.75%
Jun 2007 - May 2017
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Betterment Robo Advisor 100 Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Betterment Robo Advisor 100 Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.4 0.2 1.3 3.3 -0.1 -0.2 2.1 -0.6 0.3 0.2 1.1 1.4
Best 8.5
2019
5.6
2015
9.6
2009
12.8
2009
9.0
2009
6.7
2019
9.4
2009
5.2
2020
9.8
2010
11.8
2011
12.6
2020
7.6
2010
Worst -10.5
2009
-10.4
2009
-15.6
2020
-1.3
2012
-8.9
2010
-8.8
2008
-3.0
2007
-7.4
2011
-10.1
2011
-19.9
2008
-8.0
2008
-7.7
2018
Gain
Frequency
53 60 73 93 71 43 64 57 64 57 64 64

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+7.45% 0.5 3.6 3.3
2020
+12.47% -2.5 -7.8 -15.6 10.0 4.6 2.9 4.7 5.2 -2.6 -1.4 12.6 5.1
2019
+25.35% 8.5 2.5 0.7 3.4 -6.5 6.7 -0.2 -2.7 2.7 2.6 2.4 3.5
2018
-10.13% 5.2 -4.5 -1.0 0.3 0.5 -0.7 3.3 0.5 0.0 -7.7 2.1 -7.7
2017
+23.37% 2.7 2.5 1.3 1.4 1.7 1.0 2.6 0.1 2.4 2.0 1.9 1.7
2016
+11.17% -5.6 -0.8 8.0 1.2 0.2 0.3 4.2 0.6 0.9 -2.0 2.3 1.9
2015
-3.25% -1.8 5.6 -1.1 2.2 0.1 -2.3 0.2 -6.6 -3.4 7.1 -0.1 -2.6
2014
+4.80% -4.6 4.9 1.0 0.6 1.9 2.2 -1.8 2.8 -3.7 2.0 1.2 -1.3
2013
+25.26% 4.3 0.1 2.7 2.4 0.1 -2.1 5.1 -2.8 5.4 4.0 1.9 2.1
2012
+17.46% 6.1 4.3 1.3 -1.3 -8.3 5.1 0.5 2.5 3.0 -0.6 1.4 3.2
2011
-5.87% 1.1 3.2 0.6 3.5 -1.7 -1.6 -2.4 -7.4 -10.1 11.8 -1.0 -0.3
2010
+15.28% -4.3 2.5 6.8 0.9 -8.9 -4.4 8.7 -4.5 9.8 3.7 -1.4 7.6
2009
+33.82% -10.5 -10.4 9.6 12.8 9.0 -0.8 9.4 3.3 5.2 -3.1 5.5 2.7
2008
-39.26% -6.6 -1.7 -0.8 5.5 2.0 -8.8 -1.9 -0.9 -10.0 -19.9 -8.0 5.3
2007
+8.88% 1.5 -1.3 2.2 3.7 3.6 -0.7 -3.0 0.7 5.2 4.0 -5.1 -1.6
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