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:

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: April 2019.

Capital Growth and Historical Returns

An investment of 1000$, since January 2013, now would be worth 1683.06$, with a total return of 68.31% (8.57% 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
Apr 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.65%
0.00%
1 - 0
YTD
+13.41%
0.00%
4 - 0
1Y
+4.56%
12.14%
-10.37%
Sep 2018 - Dec 2018
8 - 4
3Y
+9.95%
annualized
8.30%
-11.77%
Feb 2018 - Dec 2018
29 - 7
5Y
+6.66%
annualized
9.05%
-11.77%
Feb 2018 - Dec 2018
40 - 20
MAX
Dec 2012
+8.57%
annualized
8.95%
-11.77%
Feb 2018 - Dec 2018
52 - 24

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

Betterment Robo Advisor 80 Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*)
Rolling Period Average Best Worst
1 Year
+7.98% +21.13%
Feb 2017 - Jan 2018
-9.83%
Mar 2015 - Feb 2016
2 Years
+7.62% +19.67%
Feb 2016 - Jan 2018
-1.13%
Mar 2014 - Feb 2016
3 Years
+7.14% +11.68%
Oct 2015 - Sep 2018
+4.25%
Mar 2013 - Feb 2016
5 Years
+7.76% +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

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+13.41% 7.3 2.1 1.0 2.7
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