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
Swipe left to see all data
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
Swipe left to see all data
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
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2008.
Swipe left to see all data
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% |