Last Update: 31 July 2022

The iShares Lifepath Fund Portfolio obtained a 6.81% compound annual return, with a 6.59% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.77% compound annual return, with a 8.97% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Betterment Robo Advisor 50 Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 49.9%
Fixed Income 59.58% 50.1%
Commodities 0% 0%
30 Years Stats Return +6.81% +7.77%
Std Dev 6.59% 8.97%
Max Drawdown -21.23% -30.72%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
iShares Lifepath Fund Portfolio +4.39 -7.29 -8.60 +4.76 +5.47 +6.81 +6.74
Betterment Robo Advisor 50 Portfolio +4.47 -8.59 -9.90 +4.19 +5.76 +7.77 +7.72
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

iShares Lifepath Fund Portfolio: an investment of 1000$, since August 1992, now would be worth 7224.44$, with a total return of 622.44% (6.81% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since August 1992, now would be worth 9437.47$, with a total return of 843.75% (7.77% annualized).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1992, now would be worth 7345.66$, with a total return of 634.57% (6.74% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1992, now would be worth 9710.83$, with a total return of 871.08% (7.72% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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iShares Lifepath Fund Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-21.23% Nov 2007 Feb 2009
-14.95% Jan 2022 Jun 2022
-14.06% Jan 2022 Jun 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-8.33% Feb 2020 Mar 2020
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.15% Feb 2001 Sep 2002
-7.06% May 2015 Jan 2016
-5.64% May 2011 Sep 2011
-5.51% May 2010 Jun 2010
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.79% Sep 2000 Nov 2000

Drawdown comparison chart since January 1992.

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iShares Lifepath Fund Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-21.23% Nov 2007 Feb 2009
-14.95% Jan 2022 Jun 2022
-14.06% Jan 2022 Jun 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-8.33% Feb 2020 Mar 2020
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.15% Feb 2001 Sep 2002
-7.06% May 2015 Jan 2016
-5.64% May 2011 Sep 2011
-5.51% May 2010 Jun 2010
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.79% Sep 2000 Nov 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year iShares Lifepath Fund Portfolio Betterment Robo Advisor 50 Portfolio
2022
-10.28% -11.15%
2021
+8.05% +7.95%
2020
+11.47% +9.50%
2019
+16.20% +17.41%
2018
-3.49% -5.36%
2017
+11.24% +14.19%
2016
+6.11% +8.00%
2015
-0.37% -1.55%
2014
+6.00% +5.47%
2013
+9.07% +10.19%
2012
+9.09% +13.19%
2011
+3.66% +1.17%
2010
+10.07% +11.61%
2009
+15.04% +23.06%
2008
-12.05% -19.44%
2007
+7.94% +8.19%
2006
+10.06% +13.22%
2005
+5.27% +9.54%
2004
+9.19% +12.75%
2003
+16.31% +24.96%
2002
-1.88% -2.56%
2001
-0.13% +1.49%
2000
+3.22% +1.53%
1999
+8.91% +17.87%
1998
+13.44% +8.83%
1997
+14.26% +10.06%
1996
+8.55% +13.19%
1995
+21.33% +20.93%
1994
-0.37% -3.66%
1993
+13.45% +24.85%
1992
+4.84% +5.53%
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