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

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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%
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

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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

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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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%
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