Last Update: 31 January 2021

The Dynamic 40/60 Income Portfolio obtained a 6.38% compound annual return, with a 6.65% standard deviation, in the last 10 years.

The Betterment Robo Advisor 50 Portfolio obtained a 6.92% compound annual return, with a 7.95% standard deviation, in the last 10 years.

Summary

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Dynamic 40/60 Income Portfolio Betterment Robo Advisor 50 Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 49.9%
Fixed Income 60% 50.1%
Commodities 0% 0%
10 Years Stats Return +6.38% +6.92%
Std Dev 6.65% 7.95%
Max Drawdown -12.42% -13.47%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Dynamic 40/60 Income Portfolio -0.84 +6.39 +6.45 +6.78 +6.19 +7.51 +6.38 +6.09
Betterment Robo Advisor 50 Portfolio -0.10 +9.85 +9.99 +9.68 +5.85 +8.90 +6.92 +6.09
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Dynamic 40/60 Income Portfolio Betterment Robo Advisor 50 Portfolio
2021
-0.84% -0.10%
2020
+8.28% +9.26%
2019
+15.91% +17.29%
2018
-3.18% -5.31%
2017
+9.18% +14.03%
2016
+7.53% +8.32%
2015
+0.21% -1.57%
2014
+7.01% +5.37%
2013
+6.13% +10.33%
2012
+12.70% +13.22%
2011
+2.96% +1.09%
2010
+11.25% +11.57%
2009
+22.37% +22.95%
2008
-14.80% -19.41%
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