Last Update: 31 January 2020

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 9.8% compound annual return, with a 13.38% standard deviation.

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 % JKI iShares Morningstar Mid-Cap Value Equity, U.S., Mid Cap
6.40 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value

Historical Returns

Betterment Robo Advisor 100 Portfolio - Historical returns and stats.

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

BETTERMENT ROBO ADVISOR 100 PORTFOLIO
Last Update: 31 January 2020
Swipe left to see all data
Period Returns
Jan 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.63%
-2.63%
Jan 2020 - Jan 2020
0 - 1
3M
+3.14%
-2.63%
Jan 2020 - Jan 2020
2 - 1
6M
+5.80%
-2.71%
Aug 2019 - Aug 2019
4 - 2
YTD
-2.63%
-2.63%
Jan 2020 - Jan 2020
0 - 1
1Y
+12.27%
11.74%
-6.50%
May 2019 - May 2019
8 - 4
3Y
+9.54%
annualized
11.79%
-14.45%
Feb 2018 - Dec 2018
27 - 9
5Y
+8.23%
annualized
11.84%
-14.45%
Feb 2018 - Dec 2018
42 - 18
10Y
+9.80%
annualized
13.38%
-21.50%
May 2011 - Sep 2011
81 - 39
MAX
01 Jan 2002
+8.05%
annualized
15.46%
-54.67%
Nov 2007 - Feb 2009
140 - 77

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Technology
+18.98% 1 100 0 0
US Stocks
+13.83% 1 100 0 0
Warren Buffett
+12.70% 2 90 10 0
Second Grader's Starter
Paul Farrell
+10.41% 3 90 10 0
Ultimate Buy and Hold Strategy
Paul Merriman
+9.99% 10 100 0 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Betterment Robo Advisor 100 Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+10.26% +63.97%
Mar 2009 - Feb 2010
-47.13%
Mar 2008 - Feb 2009
25.73%
2 Years
+9.75% +41.82%
Mar 2009 - Feb 2011
-27.41%
Mar 2007 - Feb 2009
13.40%
3 Years
+9.19% +28.40%
Apr 2003 - Mar 2006
-15.15%
Mar 2006 - Feb 2009
14.84%
5 Years
+8.14% +22.15%
Oct 2002 - Sep 2007
-3.91%
Mar 2004 - Feb 2009
9.49%
7 Years
+7.60% +14.23%
Mar 2009 - Feb 2016
+0.13%
Mar 2002 - Feb 2009
0.00%
10 Years
+7.82% +14.04%
Mar 2009 - Feb 2019
+4.48%
Feb 2006 - Jan 2016
0.00%
15 Years
+8.77% +10.98%
Feb 2003 - Jan 2018
+7.26%
Jan 2004 - Dec 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-2.63% -2.6
2019
+25.11% 8.5 2.4 0.7 3.3 -6.5 6.7 -0.1 -2.7 2.8 2.6 2.3 3.5
2018
-10.01% 5.2 -4.5 -1.0 0.4 0.5 -0.7 3.2 0.6 0.0 -7.6 2.1 -7.8
2017
+23.03% 2.6 2.4 1.3 1.3 1.6 1.0 2.6 0.1 2.5 2.0 1.9 1.6
2016
+11.85% -5.5 -0.6 8.0 1.3 0.2 0.3 4.2 0.6 0.9 -1.9 2.5 1.9
2015
-3.29% -1.8 5.6 -1.1 2.2 0.1 -2.3 0.2 -6.6 -3.4 7.1 -0.1 -2.5
2014
+4.59% -4.6 5.0 1.1 0.6 1.9 2.2 -1.9 2.9 -3.7 1.9 1.1 -1.3
2013
+25.56% 4.4 0.1 2.7 2.4 0.2 -2.1 5.2 -2.8 5.4 4.0 1.9 2.1
2012
+17.53% 6.0 4.4 1.3 -1.3 -8.3 5.0 0.5 2.4 3.0 -0.6 1.4 3.3
2011
-6.04% 1.1 3.2 0.6 3.4 -1.7 -1.6 -2.4 -7.5 -10.2 11.7 -1.0 -0.3
2010
+15.18% -4.4 2.5 6.8 0.9 -9.0 -4.5 8.7 -4.4 9.8 3.6 -1.4 7.6
2009
+33.61% -10.8 -10.5 9.7 12.9 9.0 -0.7 9.4 3.4 5.1 -3.2 5.5 2.7
2008
-39.19% -6.4 -1.9 -0.9 5.4 1.9 -8.8 -1.7 -0.8 -9.9 -19.7 -8.0 5.2
2007
+8.74% 1.5 -1.3 2.2 3.7 3.6 -0.7 -3.0 0.6 5.1 3.9 -5.1 -1.6
2006
+21.83% 5.9 -0.6 2.8 3.0 -4.6 0.2 0.6 2.2 1.1 4.2 3.2 2.5
2005
+12.61% -2.1 4.0 -3.0 -2.0 2.5 1.9 4.5 0.5 2.9 -3.5 4.1 2.5
2004
+18.09% 2.1 2.3 -0.3 -3.9 1.4 2.6 -3.6 1.1 2.9 2.4 6.4 3.9
2003
+38.64% -2.8 -2.4 -0.7 9.1 6.8 2.3 2.9 3.5 0.2 6.9 2.0 6.1
2002
-16.20% -1.6 0.1 4.9 -1.3 -0.7 -5.8 -9.6 0.4 -10.4 5.9 6.3 -4.0

* Note:
Portofolio Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003

VTV - Vanguard Value: simulated historical serie, up to December 2004

JKI - iShares Morningstar Mid-Cap Value: simulated historical serie, up to December 2004

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