Last Update: 31 December 2022

The Bill Bernstein Sheltered Sam 30/70 Portfolio obtained a 5.91% compound annual return, with a 5.14% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.53% compound annual return, with a 9.19% standard deviation, in the last 30 Years.

Summary

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Bill Bernstein Sheltered Sam 30/70 Portfolio Betterment Robo Advisor 50 Portfolio
Risk Medium Medium
Asset Allocation Stocks 29.1% 49.9%
Fixed Income 70% 50.1%
Commodities 0.9% 0%
30 Years Stats Return +5.91% +7.53%
Std Dev 5.14% 9.19%
Max Drawdown -16.58% -30.72%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Bill Bernstein Sheltered Sam 30/70 Portfolio -1.48 -0.70 -9.07 +2.68 +3.39 +5.91 +7.28
Betterment Robo Advisor 50 Portfolio -2.81 +0.19 -14.79 +2.28 +4.67 +7.53 +9.10
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since January 1993, now would be worth 5598.73$, with a total return of 459.87% (5.91% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1993, now would be worth 8825.22$, with a total return of 782.52% (7.53% annualized).

Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since January 1985, now would be worth 14421.47$, with a total return of 1342.15% (7.28% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1985, now would be worth 27376.57$, with a total return of 2637.66% (9.10% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Bill Bernstein Sheltered Sam 30/70 Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-16.58% Jun 2008 Feb 2009
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-12.55% Jan 2022 Sep 2022
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.24% Feb 2020 Mar 2020
-5.67% Feb 1994 Jun 1994
-5.51% May 2010 Jun 2010
-4.79% Sep 2000 Nov 2000
-4.37% May 2011 Sep 2011
-4.36% Apr 2012 May 2012
-4.01% Jul 1998 Aug 1998
-3.98% Sep 2018 Dec 2018

Drawdown comparison chart since January 1985.

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Bill Bernstein Sheltered Sam 30/70 Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-16.58% Jun 2008 Feb 2009
-14.26% Sep 1987 Nov 1987
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-12.55% Jan 2022 Sep 2022
-11.61% Aug 1990 Sep 1990
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-7.59% Sep 1987 Nov 1987
-7.55% Jan 1990 Apr 1990
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.24% Feb 2020 Mar 2020
-5.67% Feb 1994 Jun 1994
-5.51% May 2010 Jun 2010
-4.79% Sep 2000 Nov 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Bill Bernstein Sheltered Sam 30/70 Portfolio Betterment Robo Advisor 50 Portfolio
2022
-9.07% -14.79%
2021
+8.27% +7.95%
2020
+6.68% +9.50%
2019
+11.29% +17.41%
2018
-2.35% -5.36%
2017
+6.35% +14.19%
2016
+6.14% +8.00%
2015
-1.08% -1.55%
2014
+3.87% +5.47%
2013
+5.39% +10.19%
2012
+6.92% +13.19%
2011
+3.74% +1.17%
2010
+8.08% +11.61%
2009
+11.17% +23.06%
2008
-8.30% -19.44%
2007
+7.21% +8.19%
2006
+8.56% +13.22%
2005
+4.67% +9.54%
2004
+8.30% +12.75%
2003
+14.34% +24.96%
2002
+3.99% -2.56%
2001
+3.89% +1.49%
2000
+9.31% +1.53%
1999
+4.74% +17.87%
1998
+8.32% +8.83%
1997
+12.35% +10.06%
1996
+8.07% +13.19%
1995
+19.30% +20.93%
1994
-2.28% -3.66%
1993
+14.75% +24.85%
1992
+8.20% +5.53%
1991
+19.59% +30.42%
1990
+2.91% -2.59%
1989
+17.14% +24.37%
1988
+10.47% +16.22%
1987
+3.06% +0.64%
1986
+17.32% +21.70%
1985
+23.63% +30.70%
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