All Country World Stocks vs Betterment Robo Advisor 90 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 90 Portfolio obtained a 8.06% compound annual return, with a 14.44% standard deviation, in the last 30 Years.

Summary

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All Country World Stocks Portfolio Betterment Robo Advisor 90 Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 90.1%
Fixed Income 0% 9.9%
Commodities 0% 0%
30 Years Stats Return +6.44% +8.06%
Std Dev 15.63% 14.44%
Max Drawdown -57.06% -50.07%
All time Stats
(Since Jan 1985)
Return +8.49% +10.43%
Std Dev 15.94% 14.52%
Max Drawdown -57.06% -50.07%
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 90 Portfolio +3.52 +8.96 +15.53 +8.20 +7.37 +8.06 +10.43
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 90 Portfolio: an investment of 1$, since March 1994, now would be worth 10.24$, with a total return of 924.37% (8.06% 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 90 Portfolio: an investment of 1$, since January 1985, now would be worth 48.69$, with a total return of 4768.76% (10.43% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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All Country World Stocks Portfolio
Betterment Robo Advisor 90 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
-50.07% Nov 2007 Feb 2009 (16) Dec 2012 (62) 20.46
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-32.03% Apr 2000 Sep 2002 (30) Jan 2004 (46) 16.99
-25.52% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.79
-23.36% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.10
-22.15% Jan 2020 Mar 2020 (3) Nov 2020 (11) 9.32
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-18.63% May 1998 Aug 1998 (4) Jan 1999 (9) 8.42
-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
-13.38% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.01
-12.25% May 2015 Feb 2016 (10) Aug 2016 (16) 6.25
-8.28% Aug 1997 Oct 1997 (3) Feb 1998 (7) 5.31
-6.65% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.81
-6.63% Sep 1994 Jan 1995 (5) May 1995 (9) 3.88
-5.90% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.66
-5.50% Jan 2000 Jan 2000 (1) Mar 2000 (3) 3.81
-5.00% Mar 1994 Mar 1994 (1) Aug 1994 (6) 2.71

Drawdown comparison chart since January 1985.

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All Country World Stocks Portfolio
Betterment Robo Advisor 90 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
-50.07% Nov 2007 Feb 2009 (16) Dec 2012 (62) 20.46
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-32.03% Apr 2000 Sep 2002 (30) Jan 2004 (46) 16.99
-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
-23.49% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.50
-23.36% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.10
-22.15% Jan 2020 Mar 2020 (3) Nov 2020 (11) 9.32
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-18.78% Jan 1990 Sep 1990 (9) Feb 1991 (14) 9.14
-18.63% May 1998 Aug 1998 (4) Jan 1999 (9) 8.42
-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
-13.38% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.01
-12.25% May 2015 Feb 2016 (10) Aug 2016 (16) 6.25
-8.28% Aug 1997 Oct 1997 (3) Feb 1998 (7) 5.31
-8.05% Feb 1994 Mar 1994 (2) May 1995 (16) 4.81

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%
+2.56%
-0.94%
2023
+22.02%
-9.69%
+16.67%
-9.97%
2022
-18.01%
-25.52%
-15.33%
-23.36%
2021
+18.27%
-4.10%
+16.04%
-3.56%
2020
+16.61%
-22.15%
+12.42%
-22.15%
2019
+26.82%
-5.97%
+23.85%
-5.81%
2018
-9.76%
-14.45%
-9.42%
-13.38%
2017
+24.49%
0.00%
+21.88%
0.00%
2016
+8.51%
-6.91%
+10.80%
-5.43%
2015
-1.86%
-11.65%
-2.80%
-10.67%
2014
+3.67%
-4.44%
+4.90%
-4.04%
2013
+22.95%
-3.20%
+22.35%
-2.54%
2012
+17.12%
-10.01%
+16.43%
-8.60%
2011
-7.50%
-21.87%
-4.58%
-19.34%
2010
+13.08%
-12.80%
+14.53%
-11.53%
2009
+32.65%
-19.35%
+31.75%
-18.15%
2008
-43.54%
-45.43%
-35.20%
-38.59%
2007
+9.64%
-5.70%
+9.10%
-5.88%
2006
+18.78%
-4.43%
+20.04%
-4.18%
2005
+8.83%
-4.80%
+12.34%
-4.48%
2004
+13.30%
-4.26%
+17.30%
-3.67%
2003
+31.62%
-5.55%
+35.45%
-4.83%
2002
-20.51%
-26.35%
-13.60%
-22.30%
2001
-17.26%
-26.01%
-8.35%
-20.79%
2000
-15.08%
-17.07%
-6.41%
-11.45%
1999
+25.00%
-3.66%
+27.16%
-2.90%
1998
+19.93%
-14.59%
+10.74%
-18.63%
1997
+12.93%
-8.28%
+14.35%
-5.90%
1996
+10.93%
-3.91%
+15.14%
-4.52%
1995
+16.90%
-2.36%
+21.12%
-1.87%
1994
+2.85%
-6.20%
-1.23%
-8.05%
1993
+22.12%
-5.37%
+29.97%
-3.89%
1992
-6.70%
-8.71%
+2.72%
-4.00%
1991
+16.92%
-6.55%
+36.99%
-5.09%
1990
-18.63%
-25.28%
-10.32%
-18.78%
1989
+15.15%
-4.07%
+31.85%
-3.24%
1988
+21.20%
-6.38%
+22.55%
-3.39%
1987
+16.65%
-26.12%
+1.77%
-23.49%
1986
+42.65%
-5.84%
+26.81%
-5.35%
1985
+41.65%
-2.26%
+36.53%
-2.75%