Last Update: 31 July 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 8.89% compound annual return, with a 14.26% standard deviation.

In 2019, the portfolio granted a 2.92% 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 % 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
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 July 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Betterment Robo Advisor 100 Portfolio +4.58 +12.59 -3.92 +1.66 +4.50 +6.41 +8.89
Components
VTI - Vanguard Total Stock Market +5.74 +14.00 +2.15 +10.85 +11.37 +10.87 +13.59
EFA - iShares MSCI EAFE +1.94 +11.24 -6.75 -1.27 +0.40 +2.02 +4.87
EEM - iShares MSCI Emerging Markets +8.25 +18.84 +3.40 +6.45 +1.99 +5.42 +2.55
VTV - Vanguard Value +3.74 +5.64 -10.15 -4.86 +4.57 +6.99 +10.91
JKI - iShares Morningstar Mid-Cap Value +3.16 +8.85 -18.08 -15.74 -1.94 +3.59 +9.41
IJS - iShares S&P Small-Cap 600 Value +2.58 +8.95 -17.23 -16.33 -2.69 +3.13 +8.97
(*) 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 July 2020
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Period Returns
Jul 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.58%
0.00%
1 - 0
3M
+12.59%
0.00%
3 - 0
6M
-3.92%
-22.42%
Feb 2020 - Mar 2020
4 - 2
YTD
-6.45%
-24.46%
Jan 2020 - Mar 2020
4 - 3
1Y
+1.66%
22.50%
-24.46%
Jan 2020 - Mar 2020
8 - 4
3Y
+4.50%
annualized
17.07%
-24.46%
Jan 2020 - Mar 2020
25 - 11
5Y
+6.41%
annualized
15.02%
-24.46%
Jan 2020 - Mar 2020
42 - 18
10Y
+8.89%
annualized
14.26%
-24.46%
Jan 2020 - Mar 2020
81 - 39
MAX
01 Jan 2002
+7.59%
annualized
16.05%
-54.67%
Nov 2007 - Feb 2009
144 - 79

* Annualized St.Dev. of monthly returns

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+20.47% 100 0 0 Compare
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+13.59% 100 0 0 Compare
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+9.65% 84 16 0 Compare

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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
+9.85% +63.97%
Mar 2009 - Feb 2010
-47.13%
Mar 2008 - Feb 2009
26.42%
2 Years
+9.40% +41.82%
Mar 2009 - Feb 2011
-27.41%
Mar 2007 - Feb 2009
14.50%
3 Years
+8.99% +28.40%
Apr 2003 - Mar 2006
-15.15%
Mar 2006 - Feb 2009
14.89%
5 Years
+8.01% +22.15%
Oct 2002 - Sep 2007
-3.91%
Mar 2004 - Feb 2009
9.15%
7 Years
+7.56% +14.23%
Mar 2009 - Feb 2016
+0.13%
Mar 2002 - Feb 2009
0.00%
10 Years
+7.84% +14.04%
Mar 2009 - Feb 2019
+4.48%
Feb 2006 - Jan 2016
0.00%
15 Years
+8.47% +10.98%
Feb 2003 - Jan 2018
+5.76%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-6.45% -2.6 -7.9 -15.7 10.0 4.5 3.0 4.6
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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