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:

90.1% Stocks
9.9% Fixed Income
0% Commodities

The Betterment Robo Advisor 90 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$, since January 2014, now would be worth 1433.77$, with a total return of 43.38% (6.99% annualized).

Capital Growth:
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Range Returns
Apr 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.96%
0.00%
1 - 0
YTD
+14.63%
0.00%
4 - 0
1Y
+4.47%
13.54%
-11.77%
Sep 2018 - Dec 2018
8 - 4
3Y
+10.81%
annualized
9.26%
-13.16%
Feb 2018 - Dec 2018
29 - 7
5Y
+7.08%
annualized
10.09%
-13.16%
Feb 2018 - Dec 2018
41 - 19
MAX
Dec 2013
+6.99%
annualized
10.13%
-13.16%
Feb 2018 - Dec 2018
44 - 20

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

Betterment Robo Advisor 90 Portfolio: annualized rolling and average returns

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Return (*)
Rolling Period Average Best Worst
1 Year
+7.09% +23.36%
Mar 2016 - Feb 2017
-11.09%
Mar 2015 - Feb 2016
2 Years
+7.97% +21.77%
Feb 2016 - Jan 2018
-1.68%
Mar 2014 - Feb 2016
3 Years
+8.37% +12.87%
Oct 2015 - Sep 2018
+4.49%
Jan 2014 - Dec 2016
5 Years
+6.39% +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
+14.63% 7.9 2.3 0.9 3.0
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