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

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 ETF: Ticker - 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 % VWO -
Vanguard FTSE Emerging Markets
Equity, Emerging Markets, Large Cap
7.20 % VTV -
Vanguard Value
Equity, U.S., Large Cap
5.90 % JKI -
iShares Morningstar Mid-Cap Value
Equity, U.S., Mid Cap
5.00 % VIOV -
Vanguard S&P Small-Cap 600 Value
Equity, U.S., Small Cap
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 % VTIP -
Vanguard Short-Term Infl-Prot Secs
Bond, U.S., All-Term

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

Last Update: June 2019.

Capital Growth and Historical Returns

An investment of 1000$, since January 2013, now would be worth 1688.17$, with a total return of 68.82% (8.39% annualized).

Capital Growth:

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

Swipe left to see all data
Range Returns
Jun 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+5.59%
0.00%
1 - 0
YTD
+13.75%
-5.00%
May 2019 - May 2019
5 - 1
1Y
+5.08%
14.22%
-10.37%
Sep 2018 - Dec 2018
8 - 4
3Y
+9.70%
annualized
9.36%
-11.77%
Feb 2018 - Dec 2018
28 - 8
5Y
+5.93%
annualized
9.61%
-11.77%
Feb 2018 - Dec 2018
39 - 21
MAX
Dec 2012
+8.39%
annualized
9.32%
-11.77%
Feb 2018 - Dec 2018
53 - 25

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

Betterment Robo Advisor 80 Portfolio: annualized rolling and average returns

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Return (*)
Rolling Period Average Best Worst
1 Year
+7.80% +21.13%
Feb 2017 - Jan 2018
-9.83%
Mar 2015 - Feb 2016
2 Years
+7.55% +19.67%
Feb 2016 - Jan 2018
-1.13%
Mar 2014 - Feb 2016
3 Years
+7.22% +11.68%
Oct 2015 - Sep 2018
+4.25%
Mar 2013 - Feb 2016
5 Years
+7.52% +10.23%
Feb 2013 - Jan 2018
+4.42%
Jan 2014 - Dec 2018

* 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
2019
+13.75% 7.3 2.1 1.0 2.7 -5.0 5.6
2018
-8.22% 4.0 -3.8 -0.6 0.1 0.5 -0.7 2.6 0.4 -0.1 -6.3 1.8 -5.9
2017
+18.95% 2.1 2.1 1.0 1.2 1.2 0.8 2.2 0.4 1.9 1.6 1.6 1.5
2016
+10.69% -4.4 -0.1 6.7 1.2 0.2 0.9 3.5 0.5 0.8 -1.7 1.5 1.5
2015
-2.37% -0.9 4.4 -0.9 1.9 -0.0 -2.0 0.1 -5.5 -2.5 5.6 -0.1 -2.0
2014
+5.24% -3.6 4.1 1.0 0.6 1.9 1.9 -1.4 2.6 -3.2 1.7 1.0 -1.3
2013
+19.53% 3.3 0.2 2.1 2.3 -0.4 -2.1 4.2 -2.5 4.7 3.5 1.4 1.6