Last Update: 31 January 2020

The Betterment Robo Advisor 80 Portfolio is exposed for 80% on the Stock Market.

It's a Very High Risk portfolio and it can be replicated with 10 ETFs.

In the last 10 years, the portfolio obtained a 8.88% compound annual return, with a 10.80% standard deviation.

Asset Allocation and ETFs

The Betterment Robo Advisor 80 Portfolio has the following asset allocation:

80% Stocks
20% Fixed Income
0% Commodities

The Betterment Robo Advisor 80 Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
27.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
22.10 % VEA Vanguard FTSE Developed Markets Equity, EAFE, Large Cap
12.80 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
7.20 % VTV Vanguard Value Equity, U.S., Large Cap, Value
5.90 % JKI iShares Morningstar Mid-Cap Value Equity, U.S., Mid Cap
5.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
7.20 % BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term
6.80 % BND Vanguard Total Bond Market Bond, U.S., All-Term
3.60 % EMB iShares JP Morgan USD Em Mkts Bd Bond, Emerging Markets, All-Term
2.40 % TIP iShares TIPS Bond Bond, U.S., All-Term

Historical Returns

Betterment Robo Advisor 80 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 80 PORTFOLIO
Last Update: 31 January 2020
Swipe left to see all data
Period Returns
Jan 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.82%
-1.82%
Jan 2020 - Jan 2020
0 - 1
3M
+3.11%
-1.82%
Jan 2020 - Jan 2020
2 - 1
6M
+5.55%
-1.82%
Jan 2020 - Jan 2020
4 - 2
YTD
-1.82%
-1.82%
Jan 2020 - Jan 2020
0 - 1
1Y
+11.63%
9.32%
-5.09%
May 2019 - May 2019
8 - 4
3Y
+8.75%
annualized
9.60%
-11.82%
Feb 2018 - Dec 2018
26 - 10
5Y
+7.44%
annualized
9.62%
-11.82%
Feb 2018 - Dec 2018
40 - 20
10Y
+8.88%
annualized
10.80%
-16.96%
May 2011 - Sep 2011
79 - 41
MAX
01 Jan 2008
+5.97%
annualized
13.56%
-42.67%
Jan 2008 - Feb 2009
90 - 55

* 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 80 Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.21% +53.38%
Mar 2009 - Feb 2010
-39.09%
Mar 2008 - Feb 2009
23.13%
2 Years
+8.89% +35.28%
Mar 2009 - Feb 2011
-6.11%
Jun 2008 - May 2010
8.20%
3 Years
+8.91% +23.06%
Mar 2009 - Feb 2012
+0.44%
Jan 2008 - Dec 2010
0.00%
5 Years
+8.76% +18.87%
Mar 2009 - Feb 2014
+2.54%
Jan 2008 - Dec 2012
0.00%
7 Years
+8.75% +12.71%
Mar 2009 - Feb 2016
+5.15%
Jan 2008 - Dec 2014
0.00%
10 Years
+8.75% +12.37%
Mar 2009 - Feb 2019
+6.26%
Jan 2008 - Dec 2017
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
-1.82% -1.8
2019
+22.05% 7.4 1.9 0.8 2.7 -5.1 5.7 0.0 -1.8 2.1 2.1 1.8 3.1
2018
-8.34% 4.0 -3.9 -0.5 0.1 0.5 -0.6 2.6 0.5 -0.1 -6.4 1.8 -5.9
2017
+19.74% 2.3 2.1 1.1 1.2 1.4 0.8 2.3 0.3 1.9 1.7 1.6 1.6
2016
+10.63% -4.2 -0.2 6.8 1.1 0.1 0.9 3.5 0.5 0.9 -1.8 1.5 1.6
2015
-2.50% -0.9 4.3 -0.8 1.9 -0.1 -2.1 0.1 -5.4 -2.6 5.7 -0.1 -2.1
2014
+4.87% -3.5 4.1 0.9 0.6 1.9 1.8 -1.4 2.5 -3.3 1.7 0.9 -1.1
2013
+19.51% 3.3 0.2 2.1 2.3 -0.5 -2.2 4.3 -2.4 4.7 3.5 1.5 1.6
2012
+15.65% 5.2 3.6 0.9 -0.9 -6.8 4.1 0.8 2.1 2.6 -0.4 1.2 2.6
2011
-3.28% 0.9 2.6 0.6 3.2 -1.3 -1.3 -1.5 -5.7 -8.2 9.3 -0.9 0.1
2010
+13.72% -3.4 2.1 5.5 1.0 -7.2 -3.1 7.1 -3.0 7.7 3.1 -1.5 5.9
2009
+29.45% -9.0 -8.5 8.1 10.6 7.6 -0.5 8.1 3.1 4.7 -2.6 4.8 2.1
2008
-31.16% -4.7 -1.3 -0.8 4.1 1.4 -7.1 -1.3 -0.5 -8.6 -16.6 -5.2 5.8

* Note:
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:

BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013

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