Last Update: 31 May 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 8.5% compound annual return, with a 14.50% 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

Portfolio and ETF Returns

The Betterment Robo Advisor 100 Portfolio guaranteed the following returns.

BETTERMENT ROBO ADVISOR 100 PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Betterment Robo Advisor 100 Portfolio +4.54 -3.10 -10.08 +0.57 +3.16 +4.39 +8.50
Components
VTI - Vanguard Total Stock Market +5.40 +2.65 -2.97 +11.28 +9.52 +9.14 +12.78
EFA - iShares MSCI EAFE +5.43 -4.18 -11.55 -2.83 -0.42 +0.70 +5.24
EEM - iShares MSCI Emerging Markets +2.97 -6.89 -9.43 -4.64 -0.61 +0.51 +2.00
VTV - Vanguard Value +2.88 -3.08 -12.43 +0.08 +4.80 +6.16 +10.74
JKI - iShares Morningstar Mid-Cap Value +3.61 -11.09 -22.74 -12.59 -2.72 +2.04 +8.83
IJS - iShares S&P Small-Cap 600 Value +2.55 -13.30 -24.94 -14.11 -3.46 +1.41 +8.08
(*) 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 May 2020
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Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.54%
0.00%
1 - 0
3M
-3.10%
-15.74%
Mar 2020 - Mar 2020
2 - 1
6M
-10.08%
-24.46%
Jan 2020 - Mar 2020
3 - 3
YTD
-13.14%
-24.46%
Jan 2020 - Mar 2020
2 - 3
1Y
+0.57%
22.84%
-24.46%
Jan 2020 - Mar 2020
7 - 5
3Y
+3.16%
annualized
16.89%
-24.46%
Jan 2020 - Mar 2020
25 - 11
5Y
+4.39%
annualized
14.92%
-24.46%
Jan 2020 - Mar 2020
41 - 19
10Y
+8.50%
annualized
14.50%
-24.46%
Jan 2020 - Mar 2020
80 - 40
MAX
01 Jan 2002
+7.23%
annualized
16.09%
-54.67%
Nov 2007 - Feb 2009
142 - 79

* Annualized St.Dev. of monthly returns

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

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Technology
+18.99% 1 100 0 0 Compare
US Stocks
+12.78% 1 100 0 0 Compare
Warren Buffett
+12.02% 2 90 10 0 Compare
Second Grader's Starter
Paul Farrell
+9.60% 3 90 10 0 Compare
Edge Select Aggressive
Merrill Lynch
+9.18% 12 84 16 0 Compare

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
+9.95% +63.97%
Mar 2009 - Feb 2010
-47.13%
Mar 2008 - Feb 2009
26.19%
2 Years
+9.49% +41.82%
Mar 2009 - Feb 2011
-27.41%
Mar 2007 - Feb 2009
14.65%
3 Years
+9.05% +28.40%
Apr 2003 - Mar 2006
-15.15%
Mar 2006 - Feb 2009
15.05%
5 Years
+8.04% +22.15%
Oct 2002 - Sep 2007
-3.91%
Mar 2004 - Feb 2009
9.26%
7 Years
+7.56% +14.23%
Mar 2009 - Feb 2016
+0.13%
Mar 2002 - Feb 2009
0.00%
10 Years
+7.81% +14.04%
Mar 2009 - Feb 2019
+4.48%
Feb 2006 - Jan 2016
0.00%
15 Years
+8.55% +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
-13.14% -2.6 -7.9 -15.7 10.0 4.5
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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