The Betterment Robo Advisor 20 Portfolio is a Low Risk portfolio and can be implemented with 12 ETFs.
It's exposed for 19.9% on the Stock Market.
In the last 30 Years, the Betterment Robo Advisor 20 Portfolio obtained a 5.41% compound annual return, with a 3.98% standard deviation.
Asset Allocation and ETFs
The Betterment Robo Advisor 20 Portfolio has the following asset allocation:
The Betterment Robo Advisor 20 Portfolio can be implemented with the following ETFs:
Weight | Ticker | ETF Name | Investment Themes | |
---|---|---|---|---|
6.30 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
5.60 % | EFA | iShares MSCI EAFE | Equity, EAFE, Large Cap | |
3.70 % | EEM | iShares MSCI Emerging Markets | Equity, Emerging Markets, Large Cap | |
1.70 % | VTV | Vanguard Value | Equity, U.S., Large Cap, Value | |
1.40 % | VOE | Vanguard Mid-Cap Value | Equity, U.S., Mid Cap | |
1.20 % | IJS | iShares S&P Small-Cap 600 Value | Equity, U.S., Small Cap, Value | |
42.80 % | SHY | iShares 1-3 Year Treasury Bond | Bond, U.S., Short Term | |
10.70 % | BSV | Vanguard Short-Term Bond | Bond, U.S., Short Term | |
9.80 % | BNDX | Vanguard Total International Bond | Bond, Developed Markets, All-Term | |
7.60 % | BND | Vanguard Total Bond Market | Bond, U.S., All-Term | |
5.90 % | EMB | iShares JP Morgan USD Em Mkts Bd | Bond, Emerging Markets, All-Term | |
3.30 % | TIP | iShares TIPS Bond | Bond, U.S., All-Term |
Portfolio and ETF Returns
The Betterment Robo Advisor 20 Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
---|---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
Betterment Robo Advisor 20 Portfolio | -0.30 | 0.24 | -2.59 | -8.55 | -8.18 | 2.04 | 2.74 | 5.41 | |
US Inflation Adjusted return | -2.59 | -12.11 | -14.65 | -1.51 | 0.28 | 2.87 | |||
Components | |||||||||
VTI Vanguard Total Stock Market |
-0.20 |
02:59PM Jul 05 2022 |
0.85 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
EFA iShares MSCI EAFE |
-2.47 |
03:00PM Jul 05 2022 |
-2.24 | -8.72 | -18.78 | -17.39 | 2.23 | 5.36 | 5.01 |
EEM iShares MSCI Emerging Markets |
-1.28 |
03:00PM Jul 05 2022 |
-1.90 | -5.14 | -17.20 | -25.55 | 1.56 | 2.33 | 6.09 |
VTV Vanguard Value |
-1.70 |
02:59PM Jul 05 2022 |
-0.71 | -7.89 | -9.29 | -1.75 | 9.23 | 11.77 | 9.47 |
VOE Vanguard Mid-Cap Value |
-1.49 |
02:59PM Jul 05 2022 |
-0.19 | -10.53 | -13.05 | -6.05 | 7.10 | 11.30 | 10.92 |
IJS iShares S&P Small-Cap 600 Value |
-1.26 |
03:00PM Jul 05 2022 |
-0.17 | -8.96 | -14.31 | -14.23 | 6.57 | 10.79 | 11.03 |
SHY iShares 1-3 Year Treasury Bond |
0.00 |
03:00PM Jul 05 2022 |
0.30 | -0.59 | -2.99 | -3.55 | 0.78 | 0.65 | 3.26 |
BSV Vanguard Short-Term Bond |
0.12 |
03:00PM Jul 05 2022 |
0.56 | -0.86 | -4.52 | -5.21 | 1.03 | 1.06 | 3.77 |
BNDX Vanguard Total International Bond |
-0.13 |
02:59PM Jul 05 2022 |
0.50 | -1.72 | -9.84 | -10.00 | 0.81 | 2.34 | 5.36 |
BND Vanguard Total Bond Market |
0.23 |
02:59PM Jul 05 2022 |
1.03 | -1.66 | -10.35 | -10.42 | 0.84 | 1.40 | 4.63 |
EMB iShares JP Morgan USD Em Mkts Bd |
-0.79 |
02:59PM Jul 05 2022 |
0.60 | -6.15 | -20.28 | -20.94 | -1.34 | 1.59 | 9.35 |
TIP iShares TIPS Bond |
-0.30 |
02:59PM Jul 05 2022 |
1.31 | -3.11 | -9.04 | -5.27 | 3.04 | 1.57 | 5.80 |
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Portfolio Dividends
In 2021, the Betterment Robo Advisor 20 Portfolio granted a 1.60% dividend yield. If you are interested in getting periodic income, please refer to the Betterment Robo Advisor 20 Portfolio: Dividend Yield page.
Historical Returns as of Jun 30, 2022
Historical returns and stats of Betterment Robo Advisor 20 Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jun 2022
|
-2.59
|
-2.59
|
-2.59
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-4.73
|
-5.96
|
-4.73
Apr 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-8.55
|
-12.11
|
-8.55
Jan 2022 - Jun 2022
|
1 - 5
|
|
YTD
|
-8.55
|
-12.11
|
-8.55
Jan 2022 - Jun 2022
|
1 - 5
|
|
1Y
|
-8.18
|
-14.65
|
4.23
|
-8.89
Sep 2021 - Jun 2022
|
5 - 7
42% pos
|
3Y(*)
|
0.82
|
-3.53
|
4.55
|
-8.89
Sep 2021 - Jun 2022
|
24 - 12
67% pos
|
5Y(*)
|
2.04
|
-1.51
|
4.04
|
-8.89
Sep 2021 - Jun 2022
|
41 - 19
68% pos
|
10Y(*)
|
2.74
|
0.28
|
3.40
|
-8.89
Sep 2021 - Jun 2022
|
83 - 37
69% pos
|
15Y(*)
|
3.23
|
0.91
|
4.12
|
-9.97
May 2008 - Feb 2009
|
123 - 57
68% pos
|
20Y(*)
|
4.23
|
1.73
|
3.89
|
-9.97
May 2008 - Feb 2009
|
172 - 68
72% pos
|
25Y(*)
|
4.67
|
2.20
|
3.98
|
-9.97
May 2008 - Feb 2009
|
212 - 88
71% pos
|
30Y(*)
|
5.41
|
2.87
|
3.98
|
-9.97
May 2008 - Feb 2009
|
261 - 99
73% pos
|
MAX(*)
01 Jan 1992
|
5.39
|
2.84
|
3.98
|
-9.97
May 2008 - Feb 2009
|
265 - 101
72% pos
|
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
The Inflation Adjusted Capital now would be 2336.60$, with a net total return of 133.66% (2.87% annualized).
The Inflation Adjusted Capital now would be 2347.96$, with a net total return of 134.80% (2.84% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-9.97% | May 2008 | Feb 2009 | 10 | Jul 2009 | 5 | 15 |
-8.89% | Sep 2021 | Jun 2022 | 10 | in progress | 10 | |
-4.47% | Feb 1994 | Jun 1994 | 5 | Apr 1995 | 10 | 15 |
-4.38% | Feb 2020 | Mar 2020 | 2 | Jun 2020 | 3 | 5 |
-4.07% | May 1998 | Aug 1998 | 4 | Oct 1998 | 2 | 6 |
-3.26% | Jun 2011 | Sep 2011 | 4 | Jan 2012 | 4 | 8 |
-2.69% | May 2015 | Sep 2015 | 5 | Jun 2016 | 9 | 14 |
-2.38% | Jun 2002 | Jul 2002 | 2 | Nov 2002 | 4 | 6 |
-2.28% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
-2.19% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
-2.14% | Feb 2018 | Oct 2018 | 9 | Jan 2019 | 3 | 12 |
-1.76% | May 2012 | May 2012 | 1 | Jul 2012 | 2 | 3 |
-1.59% | May 2010 | Jun 2010 | 2 | Jul 2010 | 1 | 3 |
-1.48% | Feb 2001 | Mar 2001 | 2 | May 2001 | 2 | 4 |
-1.47% | Apr 2000 | May 2000 | 2 | Jun 2000 | 1 | 3 |
-1.41% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
-1.37% | Oct 1997 | Oct 1997 | 1 | Jan 1998 | 3 | 4 |
-1.37% | Oct 2016 | Nov 2016 | 2 | Feb 2017 | 3 | 5 |
-1.36% | May 1999 | May 1999 | 1 | Oct 1999 | 5 | 6 |
-1.26% | Jan 2000 | Jan 2000 | 1 | Feb 2000 | 1 | 2 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-9.97% | May 2008 | Feb 2009 | 10 | Jul 2009 | 5 | 15 |
-8.89% | Sep 2021 | Jun 2022 | 10 | in progress | 10 | |
-4.47% | Feb 1994 | Jun 1994 | 5 | Apr 1995 | 10 | 15 |
-4.38% | Feb 2020 | Mar 2020 | 2 | Jun 2020 | 3 | 5 |
-4.07% | May 1998 | Aug 1998 | 4 | Oct 1998 | 2 | 6 |
-3.26% | Jun 2011 | Sep 2011 | 4 | Jan 2012 | 4 | 8 |
-2.69% | May 2015 | Sep 2015 | 5 | Jun 2016 | 9 | 14 |
-2.38% | Jun 2002 | Jul 2002 | 2 | Nov 2002 | 4 | 6 |
-2.28% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
-2.19% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
-2.14% | Feb 2018 | Oct 2018 | 9 | Jan 2019 | 3 | 12 |
-1.76% | May 2012 | May 2012 | 1 | Jul 2012 | 2 | 3 |
-1.59% | May 2010 | Jun 2010 | 2 | Jul 2010 | 1 | 3 |
-1.48% | Feb 2001 | Mar 2001 | 2 | May 2001 | 2 | 4 |
-1.47% | Apr 2000 | May 2000 | 2 | Jun 2000 | 1 | 3 |
-1.46% | Jan 1992 | Mar 1992 | 3 | May 1992 | 2 | 5 |
-1.41% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
-1.37% | Oct 1997 | Oct 1997 | 1 | Jan 1998 | 3 | 4 |
-1.37% | Oct 2016 | Nov 2016 | 2 | Feb 2017 | 3 | 5 |
-1.36% | May 1999 | May 1999 | 1 | Oct 1999 | 5 | 6 |
Rolling Returns ( more details)
Betterment Robo Advisor 20 Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
5.80 |
17.13 Mar 2009 - Feb 2010 |
-9.64 Mar 2008 - Feb 2009 |
7.61% |
2 Years |
5.72 |
12.45 Dec 1994 - Nov 1996 |
-1.58 Mar 2007 - Feb 2009 |
1.17% |
3 Years |
5.70 |
11.12 Apr 1995 - Mar 1998 |
0.82 Jul 2019 - Jun 2022 |
0.00% |
5 Years |
5.67 |
9.76 Jan 1995 - Dec 1999 |
2.04 Jul 2017 - Jun 2022 |
0.00% |
7 Years |
5.61 |
8.97 May 1992 - Apr 1999 |
2.30 Jul 2015 - Jun 2022 |
0.00% |
10 Years |
5.61 |
8.22 Jan 1995 - Dec 2004 |
2.74 Jul 2012 - Jun 2022 |
0.00% |
15 Years |
5.62 |
7.79 Nov 1992 - Oct 2007 |
3.23 Jul 2007 - Jun 2022 |
0.00% |
20 Years |
5.61 |
6.97 Apr 1992 - Mar 2012 |
4.23 Jul 2002 - Jun 2022 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Betterment Robo Advisor 20 Portfolio: Rolling Returns page.
Seasonality
Betterment Robo Advisor 20 Portfolio: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
0.37 68% |
0.19 74% |
0.25 74% |
0.72 87% |
0.36 65% |
0.25 65% |
0.63 73% |
0.37 77% |
0.36 63% |
0.41 67% |
0.55 73% |
0.90 83% |
Best Year |
2.4 2019 |
1.8 1998 |
2.6 2009 |
2.9 2009 |
2.9 1995 |
2.1 2019 |
2.7 2009 |
2.3 1993 |
2.9 1998 |
2.5 2011 |
2.8 2020 |
3.4 2008 |
Worst Year |
-2.9 2009 |
-2.6 2009 |
-3.6 2020 |
-2.7 2022 |
-1.8 2012 |
-2.6 2022 |
-1.3 2002 |
-3.6 1998 |
-2.5 2008 |
-4.9 2008 |
-1.2 1994 |
-0.7 2015 |
Monthly/Yearly Returns
Betterment Robo Advisor 20 Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-8.55 | -12.11 | -1.7 | -1.2 | -1.2 | -2.7 | 0.6 | -2.6 | ||||||
2021 |
+2.61 | -4.19 | -0.1 | 0.1 | 0.5 | 1.0 | 0.6 | 0.2 | 0.3 | 0.4 | -1.3 | 0.7 | -0.7 | 0.8 |
2020 |
+6.01 | +4.67 | 0.3 | -0.8 | -3.6 | 2.5 | 1.2 | 0.9 | 1.4 | 0.8 | -0.5 | -0.3 | 2.8 | 1.3 |
2019 |
+9.57 | +7.14 | 2.4 | 0.6 | 1.0 | 0.8 | -0.7 | 2.1 | 0.1 | 0.5 | 0.3 | 0.7 | 0.4 | 1.0 |
2018 |
-1.42 | -3.28 | 0.7 | -1.2 | 0.2 | -0.3 | 0.2 | -0.2 | 0.8 | 0.2 | -0.1 | -1.8 | 0.7 | -0.6 |
2017 |
+6.24 | +4.02 | 0.7 | 0.8 | 0.4 | 0.6 | 0.6 | 0.0 | 0.8 | 0.5 | 0.3 | 0.5 | 0.3 | 0.6 |
2016 |
+4.01 | +1.92 | -0.5 | 0.3 | 2.0 | 0.4 | 0.0 | 1.1 | 1.1 | 0.0 | 0.3 | -0.8 | -0.6 | 0.6 |
2015 |
-0.31 | -0.95 | 0.6 | 0.8 | 0.0 | 0.5 | -0.1 | -0.8 | 0.2 | -1.6 | -0.4 | 1.5 | -0.2 | -0.7 |
2014 |
+2.92 | +2.25 | -0.5 | 1.3 | 0.2 | 0.4 | 0.9 | 0.5 | -0.4 | 1.0 | -1.1 | 0.8 | 0.4 | -0.6 |
2013 |
+3.86 | +2.31 | 0.5 | 0.2 | 0.5 | 1.0 | -0.9 | -1.3 | 1.3 | -1.0 | 1.7 | 1.2 | 0.3 | 0.2 |
2012 |
+6.18 | +4.34 | 1.7 | 1.0 | 0.1 | 0.2 | -1.8 | 1.2 | 0.8 | 0.7 | 0.9 | -0.1 | 0.5 | 0.7 |
2011 |
+1.94 | -1.09 | 0.3 | 0.6 | 0.2 | 1.4 | 0.1 | -0.3 | 0.3 | -1.0 | -2.2 | 2.5 | -0.3 | 0.4 |
2010 |
+6.55 | +5.04 | -0.1 | 0.6 | 1.4 | 0.7 | -1.5 | -0.1 | 2.1 | 0.0 | 2.1 | 1.1 | -0.9 | 1.2 |
2009 |
+10.31 | +7.29 | -2.9 | -2.6 | 2.6 | 2.9 | 2.4 | 0.1 | 2.7 | 1.4 | 2.0 | -0.6 | 1.9 | 0.0 |
2008 |
-4.00 | -3.98 | 0.1 | 0.4 | -0.1 | 0.5 | 0.0 | -1.7 | 0.0 | 0.2 | -2.5 | -4.9 | 0.7 | 3.4 |
2007 |
+7.51 | +3.27 | 0.3 | 0.5 | 0.8 | 1.1 | 0.5 | -0.1 | 0.1 | 0.8 | 1.8 | 1.5 | 0.1 | -0.1 |
2006 |
+7.81 | +5.15 | 1.4 | 0.1 | 0.3 | 0.8 | -1.1 | 0.2 | 0.9 | 1.3 | 0.6 | 1.3 | 1.3 | 0.5 |
2005 |
+5.11 | +1.71 | -0.2 | 0.6 | -0.8 | 0.3 | 1.1 | 0.8 | 0.5 | 0.9 | 0.5 | -1.1 | 1.2 | 1.1 |
2004 |
+6.10 | +2.67 | 0.7 | 1.0 | 0.4 | -2.3 | 0.2 | 0.7 | -0.3 | 1.3 | 0.7 | 0.9 | 1.1 | 1.4 |
2003 |
+12.15 | +9.92 | -0.3 | 0.4 | 0.1 | 2.4 | 2.3 | 0.5 | -0.5 | 1.1 | 1.3 | 1.3 | 0.6 | 2.4 |
2002 |
+3.70 | +1.19 | 0.2 | 0.8 | 0.3 | 1.0 | 0.3 | -1.1 | -1.3 | 1.4 | -1.0 | 1.2 | 1.0 | 0.9 |
2001 |
+5.73 | +4.06 | 2.2 | -0.9 | -0.6 | 1.4 | 0.6 | 0.0 | 0.8 | 0.3 | -1.1 | 1.9 | 0.7 | 0.5 |
2000 |
+6.02 | +2.50 | -1.3 | 1.3 | 1.7 | -1.0 | -0.5 | 1.9 | 0.3 | 1.7 | -0.2 | -0.1 | -0.2 | 2.1 |
1999 |
+8.74 | +5.90 | 0.5 | -1.2 | 1.9 | 2.4 | -1.4 | 1.2 | -0.3 | -0.1 | 0.6 | 1.4 | 1.2 | 2.2 |
1998 |
+7.78 | +6.08 | 0.7 | 1.8 | 1.1 | 0.7 | -0.5 | 0.1 | 0.0 | -3.6 | 2.9 | 2.3 | 1.2 | 1.1 |
1997 |
+7.86 | +6.06 | 0.5 | 0.5 | -1.2 | 1.1 | 2.4 | 1.7 | 2.0 | -1.4 | 2.2 | -1.4 | 0.3 | 0.9 |
1996 |
+8.41 | +4.87 | 1.4 | -0.9 | 0.2 | 0.7 | 0.3 | 0.8 | -0.5 | 0.9 | 1.9 | 1.3 | 2.3 | -0.3 |
1995 |
+16.25 | +13.38 | 0.8 | 1.2 | 0.7 | 2.0 | 2.9 | 0.6 | 1.1 | 0.7 | 1.2 | 0.3 | 1.9 | 1.7 |
1994 |
-2.09 | -4.57 | 1.8 | -1.9 | -2.2 | 0.1 | 0.0 | -0.4 | 1.4 | 0.9 | -0.9 | 0.6 | -1.2 | 0.0 |
1993 |
+14.56 | +11.43 | 2.0 | 1.6 | 1.6 | 1.1 | 0.1 | 1.5 | 1.0 | 2.3 | 0.0 | 1.3 | -1.1 | 2.5 |
1992 |
+6.45 | +3.38 | -0.7 | 0.1 | -0.9 | 0.9 | 2.4 | 0.0 | 2.0 | 0.6 | 0.7 | -1.1 | 0.5 | 1.7 |
Portofolio Returns, up to December 2013, 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:
- VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
- EFA - iShares MSCI EAFE: simulated historical serie, up to December 2001
- EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
- VTV - Vanguard Value: simulated historical serie, up to December 2004
- VOE - Vanguard Mid-Cap Value: simulated historical serie, up to December 2006
- IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000
- SHY - iShares 1-3 Year Treasury Bond: simulated historical serie, up to December 2002
- BSV - Vanguard Short-Term Bond: simulated historical serie, up to December 2007
- BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013
- BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
- EMB - iShares JP Morgan USD Em Mkts Bd: simulated historical serie, up to December 2007
- TIP - iShares TIPS Bond: simulated historical serie, up to December 2003
Portfolio efficiency
Is the Betterment Robo Advisor 20 Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Betterment Robo Advisor 20 Portfolio is classified as Low Risk.
Less than 25%
25% - 49.99%
50% - 74.99%
At least 75%
Low Risk Portfolios |
All Portfolios |
||
---|---|---|---|
25 Years Ann. Return (Inflation Adjusted) |
+4.67%
(+2.20%) |
Bad : 2 / 5
|
Bad : 1.3 / 5
|
Standard Deviation over 25 Years |
3.98% |
Good : 3 / 5
|
Excellent : 4.8 / 5
|
Maximum Drawdown over 25 Years |
-9.97% |
Average : 3 / 5
|
Excellent : 4.6 / 5
|
Easy to manage | 12 ETFs |
Poor : 1 / 5
|
Poor : 1 / 5
|
Rating assigned considering all the Low Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Low Risk
30 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
High Yield Bonds Income |
+0.80 | +6.91 | -23.97 | 0 | 100 | 0 | ||
All Country World 20/80 |
+0.54 | +6.10 | -14.04 | 20 | 80 | 0 | ||
Stocks/Bonds 20/80 |
+1.00 | +5.93 | -12.54 | 20 | 80 | 0 | ||
US Inflation Protection |
+1.31 | +5.80 | -11.79 | 0 | 100 | 0 | ||
Dimensional Retirement Income Fund DFA |
+0.89 | +5.79 | -12.91 | 20.4 | 79.6 | 0 |
Last update: Jul 05 2022, 03:00PM Eastern Time.