All Country World Stocks vs Betterment Robo Advisor 100 Portfolio Comparison

Last Update: 29 February 2024

The All Country World Stocks Portfolio obtained a 6.44% compound annual return, with a 15.63% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 100 Portfolio obtained a 8.20% compound annual return, with a 15.80% standard deviation, in the last 30 Years.

Summary

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All Country World Stocks Portfolio Betterment Robo Advisor 100 Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +6.44% +8.20%
Std Dev 15.63% 15.80%
Max Drawdown -57.06% -54.55%
All time Stats
(Since Jan 1976)
Return +9.13% +11.16%
Std Dev 15.63% 15.62%
Max Drawdown -57.06% -54.55%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
All Country World Stocks Portfolio +4.49 +11.33 +22.34 +10.49 +8.47 +6.44 +9.13
Betterment Robo Advisor 100 Portfolio +4.05 +9.85 +17.00 +9.07 +7.91 +8.20 +11.16
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

All Country World Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 6.51$, with a total return of 550.93% (6.44% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since March 1994, now would be worth 10.64$, with a total return of 963.72% (8.20% annualized).

All Country World Stocks Portfolio: an investment of 1$, since January 1976, now would be worth 67.31$, with a total return of 6631.05% (9.13% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1976, now would be worth 163.41$, with a total return of 16240.93% (11.16% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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All Country World Stocks Portfolio
Betterment Robo Advisor 100 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.06% Nov 2007 Feb 2009 (16) Oct 2013 (72) 26.60
-54.55% Nov 2007 Feb 2009 (16) Jan 2013 (63) 23.78
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-25.52% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.79
-24.17% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.06
-24.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.42
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-14.59% May 1998 Aug 1998 (4) Nov 1998 (7) 7.20
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-14.45% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.44
-13.76% Jun 2015 Feb 2016 (9) Dec 2016 (19) 6.43
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-8.28% Aug 1997 Oct 1997 (3) Feb 1998 (7) 5.31
-7.28% Sep 1994 Jan 1995 (5) May 1995 (9) 4.25
-6.65% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.81
-6.42% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.99
-5.50% Jan 2000 Jan 2000 (1) Mar 2000 (3) 3.81
-5.24% Jun 1996 Jul 1996 (2) Sep 1996 (4) 2.67

Drawdown comparison chart since January 1976.

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All Country World Stocks Portfolio
Betterment Robo Advisor 100 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.06% Nov 2007 Feb 2009 (16) Oct 2013 (72) 26.60
-54.55% Nov 2007 Feb 2009 (16) Jan 2013 (63) 23.78
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-26.12% Sep 1987 Nov 1987 (3) Apr 1989 (20) 12.48
-25.52% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.79
-25.46% Sep 1987 Nov 1987 (3) Jan 1989 (17) 12.72
-25.28% Jan 1990 Sep 1990 (9) May 1993 (41) 11.61
-24.17% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.06
-24.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.42
-23.14% Dec 1980 Jul 1982 (20) Nov 1982 (24) 10.76
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-21.07% Dec 1980 Jul 1982 (20) Nov 1982 (24) 10.08
-20.93% Jan 1990 Sep 1990 (9) Feb 1991 (14) 10.33
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-14.59% May 1998 Aug 1998 (4) Nov 1998 (7) 7.20
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-14.45% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.44
-13.76% Jun 2015 Feb 2016 (9) Dec 2016 (19) 6.43
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+4.49%
0.00%
+3.21%
-0.80%
2023
+22.02%
-9.69%
+17.92%
-10.44%
2022
-18.01%
-25.52%
-15.26%
-24.17%
2021
+18.27%
-4.10%
+18.02%
-3.75%
2020
+16.61%
-22.15%
+12.47%
-24.14%
2019
+26.82%
-5.97%
+25.35%
-6.47%
2018
-9.76%
-14.45%
-10.13%
-14.58%
2017
+24.49%
0.00%
+23.37%
0.00%
2016
+8.51%
-6.91%
+11.17%
-6.32%
2015
-1.86%
-11.65%
-3.25%
-11.66%
2014
+3.67%
-4.44%
+4.80%
-4.57%
2013
+22.95%
-3.20%
+25.26%
-2.77%
2012
+17.12%
-10.01%
+17.46%
-9.49%
2011
-7.50%
-21.87%
-5.87%
-21.44%
2010
+13.08%
-12.80%
+15.28%
-12.96%
2009
+32.65%
-19.35%
+33.82%
-19.82%
2008
-43.54%
-45.43%
-39.26%
-42.29%
2007
+9.64%
-5.70%
+8.88%
-6.67%
2006
+18.78%
-4.43%
+21.56%
-4.63%
2005
+8.83%
-4.80%
+12.96%
-5.00%
2004
+13.30%
-4.26%
+18.09%
-4.14%
2003
+31.62%
-5.55%
+38.64%
-5.78%
2002
-20.51%
-26.35%
-16.20%
-24.90%
2001
-17.26%
-26.01%
-10.62%
-23.72%
2000
-15.08%
-17.07%
-8.25%
-13.29%
1999
+25.00%
-3.66%
+29.44%
-3.30%
1998
+19.93%
-14.59%
+11.29%
-20.12%
1997
+12.93%
-8.28%
+15.46%
-6.42%
1996
+10.93%
-3.91%
+15.79%
-5.24%
1995
+16.90%
-2.36%
+21.40%
-2.18%
1994
+2.85%
-6.20%
-0.71%
-8.30%
1993
+22.12%
-5.37%
+31.23%
-4.22%
1992
-6.70%
-8.71%
+2.17%
-4.49%
1991
+16.92%
-6.55%
+38.61%
-5.51%
1990
-18.63%
-25.28%
-12.28%
-20.93%
1989
+15.15%
-4.07%
+33.54%
-3.73%
1988
+21.20%
-6.38%
+24.10%
-3.67%
1987
+16.65%
-26.12%
+2.12%
-25.46%
1986
+42.65%
-5.84%
+28.15%
-5.66%
1985
+41.65%
-2.26%
+38.11%
-3.15%
1984
+5.68%
-7.06%
+6.89%
-6.80%
1983
+23.14%
-3.10%
+23.93%
-2.67%
1982
+11.14%
-15.33%
+8.68%
-17.47%
1981
-3.39%
-11.40%
-3.48%
-12.17%
1980
+27.59%
-10.22%
+24.52%
-12.44%
1979
+12.57%
-7.36%
+19.37%
-7.99%
1978
+18.11%
-7.38%
+16.43%
-9.58%
1977
+1.91%
-5.11%
+5.87%
-3.49%
1976
+14.60%
-3.44%
+20.93%
-3.25%