All Country World Stocks vs Betterment Robo Advisor 50 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 50 Portfolio obtained a 7.19% compound annual return, with a 9.28% standard deviation, in the last 30 Years.

Summary

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All Country World Stocks Portfolio Betterment Robo Advisor 50 Portfolio
Portfolio Risk Very High Medium
Asset Allocation Stocks 100% 49.9%
Fixed Income 0% 50.1%
Commodities 0% 0%
30 Years Stats Return +6.44% +7.19%
Std Dev 15.63% 9.28%
Max Drawdown -57.06% -30.72%
All time Stats
(Since Jan 1985)
Return +8.49% +9.17%
Std Dev 15.94% 9.51%
Max Drawdown -57.06% -30.72%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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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 +8.49
Betterment Robo Advisor 50 Portfolio +1.72 +6.53 +11.06 +4.75 +4.88 +7.19 +9.17
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 50 Portfolio: an investment of 1$, since March 1994, now would be worth 8.03$, with a total return of 702.60% (7.19% annualized).

All Country World Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 24.31$, with a total return of 2331.23% (8.49% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since January 1985, now would be worth 31.10$, with a total return of 3009.72% (9.17% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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All Country World Stocks Portfolio
Betterment Robo Advisor 50 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
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-25.52% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.79
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-14.59% May 1998 Aug 1998 (4) Nov 1998 (7) 7.20
-14.45% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.44
-13.76% Jun 2015 Feb 2016 (9) Dec 2016 (19) 6.43
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-8.28% Aug 1997 Oct 1997 (3) Feb 1998 (7) 5.31
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-6.65% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.81
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-5.50% Jan 2000 Jan 2000 (1) Mar 2000 (3) 3.81

Drawdown comparison chart since January 1985.

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All Country World Stocks Portfolio
Betterment Robo Advisor 50 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
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-26.12% Sep 1987 Nov 1987 (3) Apr 1989 (20) 12.48
-25.52% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.79
-25.28% Jan 1990 Sep 1990 (9) May 1993 (41) 11.61
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-14.59% May 1998 Aug 1998 (4) Nov 1998 (7) 7.20
-14.45% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.44
-14.26% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.63
-13.76% Jun 2015 Feb 2016 (9) Dec 2016 (19) 6.43
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-11.61% Aug 1990 Sep 1990 (2) Feb 1991 (7) 6.17
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-8.28% Aug 1997 Oct 1997 (3) Feb 1998 (7) 5.31
-7.55% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.01

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%
+1.00%
-0.71%
2023
+22.02%
-9.69%
+12.47%
-7.29%
2022
-18.01%
-25.52%
-14.79%
-20.25%
2021
+18.27%
-4.10%
+7.95%
-2.64%
2020
+16.61%
-22.15%
+9.50%
-13.31%
2019
+26.82%
-5.97%
+17.41%
-2.78%
2018
-9.76%
-14.45%
-5.36%
-7.45%
2017
+24.49%
0.00%
+14.19%
0.00%
2016
+8.51%
-6.91%
+8.00%
-2.25%
2015
-1.86%
-11.65%
-1.55%
-6.85%
2014
+3.67%
-4.44%
+5.47%
-2.43%
2013
+22.95%
-3.20%
+10.19%
-3.88%
2012
+17.12%
-10.01%
+13.19%
-4.36%
2011
-7.50%
-21.87%
+1.17%
-9.49%
2010
+13.08%
-12.80%
+11.61%
-5.51%
2009
+32.65%
-19.35%
+23.06%
-11.58%
2008
-43.54%
-45.43%
-19.44%
-24.47%
2007
+9.64%
-5.70%
+8.19%
-2.74%
2006
+18.78%
-4.43%
+13.22%
-2.76%
2005
+8.83%
-4.80%
+9.54%
-2.36%
2004
+13.30%
-4.26%
+12.75%
-3.66%
2003
+31.62%
-5.55%
+24.96%
-1.03%
2002
-20.51%
-26.35%
-2.56%
-10.86%
2001
-17.26%
-26.01%
+1.49%
-8.54%
2000
-15.08%
-17.07%
+1.53%
-4.79%
1999
+25.00%
-3.66%
+17.87%
-2.47%
1998
+19.93%
-14.59%
+8.83%
-12.79%
1997
+12.93%
-8.28%
+10.06%
-3.98%
1996
+10.93%
-3.91%
+13.19%
-1.81%
1995
+16.90%
-2.36%
+20.93%
-0.56%
1994
+2.85%
-6.20%
-3.66%
-7.31%
1993
+22.12%
-5.37%
+24.85%
-2.42%
1992
-6.70%
-8.71%
+5.53%
-2.73%
1991
+16.92%
-6.55%
+30.42%
-3.25%
1990
-18.63%
-25.28%
-2.59%
-11.61%
1989
+15.15%
-4.07%
+24.37%
-1.05%
1988
+21.20%
-6.38%
+16.22%
-2.20%
1987
+16.65%
-26.12%
+0.64%
-14.26%
1986
+42.65%
-5.84%
+21.70%
-4.04%
1985
+41.65%
-2.26%
+30.70%
-1.22%