The Betterment Robo Advisor 90 Portfolio is exposed for 90.1% on the Stock Market.
The Betterment Robo Advisor 90 Portfolio has the following asset allocation:
The Betterment Robo Advisor 90 Portfolio can be replicated with the following ETFs:
| Weight | ETF: Ticker - Name | Investment Themes | |
|---|---|---|---|
| 30.90 % | VTI - Vanguard Total Stock Market |
Equity, U.S., Large Cap | |
| 24.60 % | VEA - Vanguard FTSE Developed Markets |
Equity, EAFE, Large Cap | |
| 14.00 % | VWO - Vanguard FTSE Emerging Markets |
Equity, Emerging Markets, Large Cap | |
| 8.20 % | VTV - Vanguard Value |
Equity, U.S., Large Cap | |
| 6.70 % | JKI - iShares Morningstar Mid-Cap Value |
Equity, U.S., Mid Cap | |
| 5.70 % | VIOV - Vanguard S&P Small-Cap 600 Value |
Equity, U.S., Small Cap | |
| 3.50 % | BND - Vanguard Total Bond Market |
Bond, U.S., All-Term | |
| 2.90 % | BNDX - Vanguard Total International Bond |
Bond, Developed Markets, All-Term | |
| 1.70 % | VWOB - Vanguard Emerging Mkts Govt Bd |
Bond, Emerging Markets, All-Term | |
| 1.20 % | VTIP - Vanguard Short-Term Infl-Prot Secs |
Bond, U.S., All-Term | |
| 0.60 % | BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill |
Bond, U.S., Ultra Short-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$, since January 2014, now would be worth 1433.54$, with a total return of 43.35% (6.77% annualized).
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| Range | Returns Jun 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+6.06%
|
0.00%
|
1 - 0 | |
|
YTD
|
+14.61%
|
-5.73%
May 2019 - May 2019
|
5 - 1 | |
|
1Y
|
+4.59%
|
15.87%
|
-11.77%
Sep 2018 - Dec 2018
|
8 - 4 |
|
3Y
|
+10.51%
annualized
|
10.44%
|
-13.16%
Feb 2018 - Dec 2018
|
28 - 8 |
|
5Y
|
+6.22%
annualized
|
10.73%
|
-13.16%
Feb 2018 - Dec 2018
|
40 - 20 |
|
MAX
Dec 2013
|
+6.77%
annualized
|
10.59%
|
-13.16%
Feb 2018 - Dec 2018
|
45 - 21 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns
Betterment Robo Advisor 90 Portfolio: annualized rolling and average returns
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| Return (*) | |||
|---|---|---|---|
| Rolling Period | Average | Best | Worst |
| 1 Year |
+6.88% |
+23.36% Mar 2016 - Feb 2017 |
-11.09% Mar 2015 - Feb 2016 |
| 2 Years |
+7.87% |
+21.77% Feb 2016 - Jan 2018 |
-1.68% Mar 2014 - Feb 2016 |
| 3 Years |
+8.45% |
+12.87% Oct 2015 - Sep 2018 |
+4.49% Jan 2014 - Dec 2016 |
| 5 Years |
+6.23% |
+7.08% Feb 2014 - Jan 2019 |
+4.58% 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 |
+14.61% | 7.9 | 2.3 | 0.9 | 3.0 | -5.7 | 6.1 | ||||||
| 2018 |
-9.17% | 4.6 | -4.1 | -0.8 | 0.2 | 0.6 | -0.7 | 2.9 | 0.5 | -0.2 | -6.9 | 1.9 | -6.9 |
| 2017 |
+20.72% | 2.4 | 2.3 | 1.0 | 1.2 | 1.2 | 1.0 | 2.4 | 0.3 | 2.2 | 1.7 | 1.8 | 1.6 |
| 2016 |
+11.50% | -5.1 | -0.3 | 7.4 | 1.3 | 0.2 | 0.7 | 3.8 | 0.5 | 0.9 | -1.7 | 2.1 | 1.7 |
| 2015 |
-2.71% | -1.3 | 5.0 | -1.0 | 2.2 | 0.1 | -2.1 | 0.0 | -6.1 | -2.9 | 6.3 | -0.1 | -2.2 |
| 2014 |
+5.15% | -4.1 | 4.5 | 1.1 | 0.6 | 1.9 | 2.1 | -1.6 | 2.8 | -3.5 | 1.9 | 1.1 | -1.4 |