Last Update: 31 August 2021
The Ray Dalio All Weather Portfolio obtained a 7.45% compound annual return, with a 5.87% standard deviation, in the last 10 years.
The Betterment Robo Advisor 50 Portfolio obtained a 7.72% compound annual return, with a 7.82% standard deviation, in the last 10 years.
Summary
Swipe left to see all data
| 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% | |
| 10 Years Stats | Return | +7.45% | +7.72% |
| Std Dev | 5.87% | 7.82% | |
| Max Drawdown | -6.93% | -13.31% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1999
Swipe left to see all data
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather Portfolio | +0.56 | +5.20 | +8.73 | +8.37 | +11.01 | +7.99 | +7.45 | +7.54 |
| Betterment Robo Advisor 50 Portfolio | +1.13 | +2.00 | +6.99 | +15.88 | +9.12 | +8.37 | +7.72 | +7.58 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
Swipe left to see all data
| Year | Ray Dalio All Weather Portfolio | Betterment Robo Advisor 50 Portfolio |
|---|---|---|
| 2021 |
+5.94% | +7.64% |
| 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% |