Last Update: 31 December 2022

The Ray Dalio All Weather Portfolio obtained a 7.26% compound annual return, with a 7.08% 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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Ray Dalio All Weather Portfolio Betterment Robo Advisor 50 Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 49.9%
Fixed Income 55% 50.1%
Commodities 15% 0%
30 Years Stats Return +7.26% +7.53%
Std Dev 7.08% 9.19%
Max Drawdown -20.19% -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(*)
Ray Dalio All Weather Portfolio -2.69 -5.05 -18.03 +3.06 +4.27 +7.26 +8.59
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

Ray Dalio All Weather Portfolio: an investment of 1000$, since January 1993, now would be worth 8181.78$, with a total return of 718.18% (7.26% 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).

Ray Dalio All Weather Portfolio: an investment of 1000$, since January 1985, now would be worth 22886.09$, with a total return of 2188.61% (8.59% 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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Ray Dalio All Weather Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-20.19% Jan 2022 Sep 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-12.18% Jul 2008 Feb 2009
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.93% Feb 2015 Dec 2015
-6.83% Feb 1994 Nov 1994
-6.47% Aug 2016 Nov 2016
-5.51% May 2010 Jun 2010
-5.10% May 2013 Jun 2013
-4.83% Jul 1998 Aug 1998
-4.79% Sep 2000 Nov 2000
-4.76% Apr 2004 Apr 2004

Drawdown comparison chart since January 1985.

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Ray Dalio All Weather Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-20.19% Jan 2022 Sep 2022
-14.26% Sep 1987 Nov 1987
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-12.18% Jul 2008 Feb 2009
-11.61% Aug 1990 Sep 1990
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.78% Sep 1987 Nov 1987
-8.54% Feb 2001 Sep 2001
-7.55% Jan 1990 Apr 1990
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.93% Feb 2015 Dec 2015
-6.83% Feb 1994 Nov 1994
-6.47% Aug 2016 Nov 2016
-5.51% May 2010 Jun 2010

Yearly Returns

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

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Year Ray Dalio All Weather Portfolio Betterment Robo Advisor 50 Portfolio
2022
-18.03% -14.79%
2021
+8.08% +7.95%
2020
+14.68% +9.50%
2019
+18.22% +17.41%
2018
-3.19% -5.36%
2017
+11.47% +14.19%
2016
+5.86% +8.00%
2015
-3.72% -1.55%
2014
+12.52% +5.47%
2013
+2.15% +10.19%
2012
+6.72% +13.19%
2011
+15.59% +1.17%
2010
+12.53% +11.61%
2009
+2.34% +23.06%
2008
+1.34% -19.44%
2007
+11.88% +8.19%
2006
+6.93% +13.22%
2005
+8.55% +9.54%
2004
+9.41% +12.75%
2003
+13.96% +24.96%
2002
+7.77% -2.56%
2001
-2.77% +1.49%
2000
+10.15% +1.53%
1999
+6.28% +17.87%
1998
+11.05% +8.83%
1997
+13.54% +10.06%
1996
+8.27% +13.19%
1995
+27.44% +20.93%
1994
-3.28% -3.66%
1993
+12.02% +24.85%
1992
+6.76% +5.53%
1991
+17.98% +30.42%
1990
+3.85% -2.59%
1989
+20.45% +24.37%
1988
+10.59% +16.22%
1987
+3.47% +0.64%
1986
+20.56% +21.70%
1985
+28.68% +30.70%
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