Last Update: 31 March 2024
The European Stocks Portfolio obtained a 7.14% compound annual return, with a 17.87% standard deviation, in the last 30 Years.
The Betterment Robo Advisor 100 Portfolio obtained a 8.52% compound annual return, with a 15.76% standard deviation, in the last 30 Years.
Summary
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| European 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 | +7.14% | +8.52% |
| Std Dev | 17.87% | 15.76% | |
| Max Drawdown | -59.77% | -54.55% | |
| All time Stats (Since Jan 1976) |
Return | +9.44% | +11.22% |
| Std Dev | 17.34% | 15.61% | |
| Max Drawdown | -59.77% | -54.55% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| European Stocks Portfolio | +3.82 | +17.73 | +14.41 | +8.17 | +4.70 | +7.14 | +9.44 |
| Betterment Robo Advisor 100 Portfolio | +3.43 | +18.59 | +19.20 | +9.66 | +8.17 | +8.52 | +11.22 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
European Stocks Portfolio: an investment of 1$, since April 1994,
now would be worth 7.91$, with a total return of 690.82%
(7.14% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since April 1994, now would be worth 11.61$, with a total return of 1060.95% (8.52% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since April 1994, now would be worth 11.61$, with a total return of 1060.95% (8.52% annualized).
European Stocks Portfolio: an investment of 1$, since January 1976,
now would be worth 77.58$, with a total return of 7657.68%
(9.44% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1976, now would be worth 169.02$, with a total return of 16802.02% (11.22% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1976, now would be worth 169.02$, with a total return of 16802.02% (11.22% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
European 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 |
| -59.77% | Nov 2007 | Feb 2009 (16) | Apr 2014 (78) | 30.21 | |||||
| -54.55% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 23.78 | |||||
| -45.88% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 25.84 | |||||
| -37.03% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 18.95 | |||||
| -30.98% | Sep 2021 | Sep 2022 (13) | Dec 2023 (28) | 12.78 | |||||
| -25.65% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 13.06 | |||||
| -24.17% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.06 | |||||
| -24.14% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 10.42 | |||||
| -20.91% | Jun 2014 | Feb 2016 (21) | May 2017 (36) | 11.28 | |||||
| -20.12% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 8.44 | |||||
| -19.44% | Feb 2018 | Dec 2018 (11) | Dec 2019 (23) | 9.54 | |||||
| -16.03% | Aug 1998 | Sep 1998 (2) | Apr 1999 (9) | 7.40 | |||||
| -14.58% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.53 | |||||
| -13.71% | Jun 2015 | Feb 2016 (9) | Sep 2016 (16) | 6.99 | |||||
| -7.28% | Sep 1994 | Jan 1995 (5) | May 1995 (9) | 4.25 | |||||
| -7.18% | Jan 2000 | Jan 2000 (1) | Mar 2000 (3) | 3.76 | |||||
| -6.42% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 3.99 | |||||
| -5.68% | Aug 1997 | Aug 1997 (1) | Sep 1997 (2) | 3.28 | |||||
| -5.24% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 2.67 | |||||
| -5.18% | May 1994 | Jun 1994 (2) | Aug 1994 (4) | 2.96 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
European 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 |
| -59.77% | Nov 2007 | Feb 2009 (16) | Apr 2014 (78) | 30.21 | |||||
| -54.55% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 23.78 | |||||
| -45.88% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 25.84 | |||||
| -37.03% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 18.95 | |||||
| -33.23% | Dec 1980 | Jul 1982 (20) | Apr 1983 (29) | 17.61 | |||||
| -30.98% | Sep 2021 | Sep 2022 (13) | Dec 2023 (28) | 12.78 | |||||
| -25.65% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 13.06 | |||||
| -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 | |||||
| -23.15% | Oct 1987 | Nov 1987 (2) | Jul 1989 (22) | 13.00 | |||||
| -23.14% | Dec 1980 | Jul 1982 (20) | Nov 1982 (24) | 10.76 | |||||
| -20.93% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 10.33 | |||||
| -20.91% | Jun 2014 | Feb 2016 (21) | May 2017 (36) | 11.28 | |||||
| -20.21% | Aug 1990 | Sep 1990 (2) | May 1992 (22) | 10.46 | |||||
| -20.12% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 8.44 | |||||
| -19.44% | Feb 2018 | Dec 2018 (11) | Dec 2019 (23) | 9.54 | |||||
| -19.23% | Feb 1976 | Nov 1976 (10) | Dec 1977 (23) | 11.06 | |||||
| -16.03% | Aug 1998 | Sep 1998 (2) | Apr 1999 (9) | 7.40 | |||||
| -14.58% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.53 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+5.01%
|
-1.23% |
+6.76%
|
-0.80% |
| 2023 |
+20.21%
|
-11.19% |
+17.92%
|
-10.44% |
| 2022 |
-16.00%
|
-30.58% |
-15.26%
|
-24.17% |
| 2021 |
+16.88%
|
-5.48% |
+18.02%
|
-3.75% |
| 2020 |
+6.11%
|
-25.65% |
+12.47%
|
-24.14% |
| 2019 |
+24.86%
|
-5.67% |
+25.35%
|
-6.47% |
| 2018 |
-14.91%
|
-19.44% |
-10.13%
|
-14.58% |
| 2017 |
+26.99%
|
-0.51% |
+23.37%
|
0.00% |
| 2016 |
-0.37%
|
-8.60% |
+11.17%
|
-6.32% |
| 2015 |
-1.94%
|
-11.47% |
-3.25%
|
-11.66% |
| 2014 |
-7.10%
|
-11.75% |
+4.80%
|
-4.57% |
| 2013 |
+24.38%
|
-4.42% |
+25.26%
|
-2.77% |
| 2012 |
+21.57%
|
-14.17% |
+17.46%
|
-9.49% |
| 2011 |
-11.64%
|
-27.74% |
-5.87%
|
-21.44% |
| 2010 |
+6.05%
|
-17.10% |
+15.28%
|
-12.96% |
| 2009 |
+31.33%
|
-22.78% |
+33.82%
|
-19.82% |
| 2008 |
-44.71%
|
-48.36% |
-39.26%
|
-42.29% |
| 2007 |
+13.24%
|
-5.77% |
+8.88%
|
-6.67% |
| 2006 |
+33.06%
|
-2.93% |
+21.56%
|
-4.63% |
| 2005 |
+9.26%
|
-4.49% |
+12.96%
|
-5.00% |
| 2004 |
+20.86%
|
-3.93% |
+18.09%
|
-4.14% |
| 2003 |
+38.70%
|
-9.25% |
+38.64%
|
-5.78% |
| 2002 |
-17.95%
|
-25.96% |
-16.20%
|
-24.90% |
| 2001 |
-20.30%
|
-27.21% |
-10.62%
|
-23.72% |
| 2000 |
-8.21%
|
-14.23% |
-8.25%
|
-13.29% |
| 1999 |
+16.66%
|
-4.90% |
+29.44%
|
-3.30% |
| 1998 |
+28.86%
|
-16.03% |
+11.29%
|
-20.12% |
| 1997 |
+24.23%
|
-5.68% |
+15.46%
|
-6.42% |
| 1996 |
+21.25%
|
-1.20% |
+15.79%
|
-5.24% |
| 1995 |
+22.28%
|
-3.97% |
+21.40%
|
-2.18% |
| 1994 |
+1.88%
|
-7.00% |
-0.71%
|
-8.30% |
| 1993 |
+29.13%
|
-2.19% |
+31.23%
|
-4.22% |
| 1992 |
-3.32%
|
-12.85% |
+2.17%
|
-4.49% |
| 1991 |
+12.40%
|
-12.16% |
+38.61%
|
-5.51% |
| 1990 |
-3.87%
|
-20.21% |
-12.28%
|
-20.93% |
| 1989 |
+28.18%
|
-6.85% |
+33.54%
|
-3.73% |
| 1988 |
+13.69%
|
-6.81% |
+24.10%
|
-3.67% |
| 1987 |
+7.05%
|
-23.15% |
+2.12%
|
-25.46% |
| 1986 |
+40.96%
|
-8.83% |
+28.15%
|
-5.66% |
| 1985 |
+78.72%
|
0.00% |
+38.11%
|
-3.15% |
| 1984 |
+0.52%
|
-9.51% |
+6.89%
|
-6.80% |
| 1983 |
+20.82%
|
-3.29% |
+23.93%
|
-2.67% |
| 1982 |
+3.86%
|
-19.58% |
+8.68%
|
-17.47% |
| 1981 |
-12.54%
|
-16.77% |
-3.48%
|
-12.17% |
| 1980 |
+11.80%
|
-12.84% |
+24.52%
|
-12.44% |
| 1979 |
+12.18%
|
-7.42% |
+19.37%
|
-7.99% |
| 1978 |
+21.77%
|
-6.97% |
+16.43%
|
-9.58% |
| 1977 |
+21.77%
|
-2.49% |
+5.87%
|
-3.49% |
| 1976 |
-7.88%
|
-19.23% |
+20.93%
|
-3.25% |
