Last Update: 31 December 2022

The iShares Lifepath Fund Portfolio obtained a 6.51% compound annual return, with a 6.82% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.53% compound annual return, with a 9.19% 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 +6.51% +7.53%
Std Dev 6.82% 9.19%
Max Drawdown -21.23% -30.72%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
iShares Lifepath Fund Portfolio -2.40 -1.27 -15.14 +2.77 +4.54 +6.51 +7.96
Betterment Robo Advisor 50 Portfolio -2.81 +0.19 -14.79 +2.28 +4.67 +7.53 +9.10
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1993, now would be worth 6626.51$, with a total return of 562.65% (6.51% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1993, now would be worth 8825.22$, with a total return of 782.52% (7.53% annualized).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 18367.95$, with a total return of 1736.79% (7.96% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1985, now would be worth 27376.57$, with a total return of 2637.66% (9.10% annualized).

Drawdowns

Drawdown comparison chart since December 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
-20.25% Jan 2022 Sep 2022
-18.92% Jan 2022 Sep 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 1985.

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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
-20.25% Jan 2022 Sep 2022
-18.92% Jan 2022 Sep 2022
-14.26% Sep 1987 Nov 1987
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-11.61% Aug 1990 Sep 1990
-10.86% Sep 1987 Nov 1987
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-8.33% Feb 2020 Mar 2020
-7.55% Jan 1990 Apr 1990
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-7.06% May 2015 Jan 2016
-5.78% Jan 1990 Apr 1990

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year iShares Lifepath Fund Portfolio Betterment Robo Advisor 50 Portfolio
2022
-15.14% -14.79%
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%
1991
+19.41% +30.42%
1990
+0.16% -2.59%
1989
+17.85% +24.37%
1988
+12.45% +16.22%
1987
+5.68% +0.64%
1986
+22.44% +21.70%
1985
+28.90% +30.70%
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