Emerging Markets Stocks vs Betterment Robo Advisor 100 Portfolio Comparison

Last Update: 29 February 2024

The Emerging Markets Stocks Portfolio obtained a 4.45% compound annual return, with a 22.53% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 100 Portfolio obtained a 8.20% compound annual return, with a 15.80% standard deviation, in the last 30 Years.

Summary

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Emerging Markets Stocks Portfolio Betterment Robo Advisor 100 Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +4.45% +8.20%
Std Dev 22.53% 15.80%
Max Drawdown -60.44% -54.55%
All time Stats
(Since Jan 1976)
Return +7.41% +11.16%
Std Dev 24.03% 15.62%
Max Drawdown -60.44% -54.55%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
Emerging Markets Stocks Portfolio +4.17 +4.06 +7.46 +1.11 +2.35 +4.45 +7.41
Betterment Robo Advisor 100 Portfolio +4.05 +9.85 +17.00 +9.07 +7.91 +8.20 +11.16
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Emerging Markets Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 3.69$, with a total return of 268.88% (4.45% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since March 1994, now would be worth 10.64$, with a total return of 963.72% (8.20% annualized).

Emerging Markets Stocks Portfolio: an investment of 1$, since January 1976, now would be worth 31.25$, with a total return of 3024.55% (7.41% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1976, now would be worth 163.41$, with a total return of 16240.93% (11.16% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Emerging Markets Stocks Portfolio
Betterment Robo Advisor 100 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-54.55% Nov 2007 Feb 2009 (16) Jan 2013 (63) 23.78
-53.99% Aug 1997 Aug 1998 (13) Jan 2004 (78) 29.43
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-27.16% Sep 1994 Mar 1995 (7) Jan 1997 (29) 14.80
-24.17% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.06
-24.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.42
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-14.20% Mar 1994 Mar 1994 (1) Aug 1994 (6) 7.46
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-7.28% Sep 1994 Jan 1995 (5) May 1995 (9) 4.25
-6.42% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.99
-6.34% Oct 2005 Oct 2005 (1) Dec 2005 (3) 3.20
-5.24% Jun 1996 Jul 1996 (2) Sep 1996 (4) 2.67

Drawdown comparison chart since January 1976.

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Emerging Markets Stocks Portfolio
Betterment Robo Advisor 100 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-55.33% Mar 1987 Dec 1987 (10) Sep 1989 (31) 35.10
-55.05% Dec 1980 Jul 1982 (20) May 1986 (66) 33.21
-54.55% Nov 2007 Feb 2009 (16) Jan 2013 (63) 23.78
-54.22% Feb 1994 Aug 1998 (55) Jan 2004 (120) 26.65
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-34.47% Aug 1990 Sep 1990 (2) Feb 1991 (7) 19.05
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-25.46% Sep 1987 Nov 1987 (3) Jan 1989 (17) 12.72
-24.17% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.06
-24.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.42
-23.14% Dec 1980 Jul 1982 (20) Nov 1982 (24) 10.76
-23.01% Jun 1992 Dec 1992 (7) Apr 1993 (11) 13.98
-20.93% Jan 1990 Sep 1990 (9) Feb 1991 (14) 10.33
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-13.68% Feb 1980 Mar 1980 (2) Nov 1980 (10) 6.61
-12.44% Feb 1980 Mar 1980 (2) Jul 1980 (6) 5.77

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
-0.55%
-4.53%
+3.21%
-0.80%
2023
+8.99%
-12.51%
+17.92%
-10.44%
2022
-20.56%
-29.40%
-15.26%
-24.17%
2021
-3.61%
-11.44%
+18.02%
-3.75%
2020
+17.03%
-23.94%
+12.47%
-24.14%
2019
+18.20%
-7.82%
+25.35%
-6.47%
2018
-15.31%
-22.75%
-10.13%
-14.58%
2017
+37.28%
-0.39%
+23.37%
0.00%
2016
+10.87%
-5.81%
+11.17%
-6.32%
2015
-16.18%
-23.20%
-3.25%
-11.66%
2014
-3.93%
-11.58%
+4.80%
-4.57%
2013
-3.69%
-13.17%
+25.26%
-2.77%
2012
+19.10%
-14.96%
+17.46%
-9.49%
2011
-18.82%
-29.09%
-5.87%
-21.44%
2010
+16.51%
-10.81%
+15.28%
-12.96%
2009
+68.93%
-14.98%
+33.82%
-19.82%
2008
-48.88%
-53.98%
-39.26%
-42.29%
2007
+33.31%
-8.97%
+8.88%
-6.67%
2006
+31.19%
-11.14%
+21.56%
-4.63%
2005
+32.62%
-9.06%
+12.96%
-5.00%
2004
+24.63%
-11.25%
+18.09%
-4.14%
2003
+57.65%
-5.76%
+38.64%
-5.78%
2002
-7.43%
-24.27%
-16.20%
-24.90%
2001
-2.88%
-30.79%
-10.62%
-23.72%
2000
-27.56%
-31.63%
-8.25%
-13.29%
1999
+61.57%
-4.87%
+29.44%
-3.30%
1998
-18.12%
-40.98%
+11.29%
-20.12%
1997
-16.82%
-27.85%
+15.46%
-6.42%
1996
+15.83%
-6.73%
+15.79%
-5.24%
1995
+0.56%
-11.22%
+21.40%
-2.18%
1994
-20.17%
-25.83%
-0.71%
-8.30%
1993
+100.42%
-5.91%
+31.23%
-4.22%
1992
-10.90%
-23.01%
+2.17%
-4.49%
1991
+111.70%
-7.61%
+38.61%
-5.51%
1990
-1.92%
-34.47%
-12.28%
-20.93%
1989
+98.20%
-6.54%
+33.54%
-3.73%
1988
+36.81%
-6.67%
+24.10%
-3.67%
1987
-46.69%
-55.33%
+2.12%
-25.46%
1986
+11.58%
-9.07%
+28.15%
-5.66%
1985
+27.58%
-4.87%
+38.11%
-3.15%
1984
+16.85%
-4.31%
+6.89%
-6.80%
1983
+14.20%
-3.85%
+23.93%
-2.67%
1982
-31.65%
-40.30%
+8.68%
-17.47%
1981
-20.21%
-22.51%
-3.48%
-12.17%
1980
+6.80%
-13.68%
+24.52%
-12.44%
1979
+19.35%
-6.39%
+19.37%
-7.99%
1978
+14.19%
-7.84%
+16.43%
-9.58%
1977
+6.78%
-3.89%
+5.87%
-3.49%
1976
+6.79%
-7.97%
+20.93%
-3.25%