Last Update: 31 July 2022

The Rob Arnott Portfolio obtained a 7.10% compound annual return, with a 6.78% 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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Rob Arnott Portfolio Betterment Robo Advisor 50 Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 49.9%
Fixed Income 60% 50.1%
Commodities 10% 0%
30 Years Stats Return +7.10% +7.77%
Std Dev 6.78% 8.97%
Max Drawdown -24.27% -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(*)
Rob Arnott Portfolio +3.77 -5.71 -5.73 +5.12 +4.56 +7.10 +7.06
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

Rob Arnott Portfolio: an investment of 1000$, since August 1992, now would be worth 7818.93$, with a total return of 681.89% (7.10% 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).

Rob Arnott Portfolio: an investment of 1000$, since January 1992, now would be worth 8062.76$, with a total return of 706.28% (7.06% 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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Rob Arnott Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-24.27% Jun 2008 Feb 2009
-14.95% Jan 2022 Jun 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-11.39% Jan 2022 Jun 2022
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.72% Feb 2020 Mar 2020
-8.54% Feb 2001 Sep 2001
-7.45% Feb 2018 Dec 2018
-7.37% Feb 1994 Nov 1994
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.23% Mar 2015 Jan 2016
-5.66% May 2013 Jun 2013
-5.51% May 2010 Jun 2010
-4.84% Sep 2018 Dec 2018
-4.79% Sep 2000 Nov 2000
-4.70% Apr 2004 Apr 2004

Drawdown comparison chart since January 1992.

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Rob Arnott Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-24.27% Jun 2008 Feb 2009
-14.95% Jan 2022 Jun 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-11.39% Jan 2022 Jun 2022
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.72% Feb 2020 Mar 2020
-8.54% Feb 2001 Sep 2001
-7.45% Feb 2018 Dec 2018
-7.37% Feb 1994 Nov 1994
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.23% Mar 2015 Jan 2016
-5.66% May 2013 Jun 2013
-5.51% May 2010 Jun 2010
-4.84% Sep 2018 Dec 2018
-4.79% Sep 2000 Nov 2000
-4.70% Apr 2004 Apr 2004

Yearly Returns

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

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Year Rob Arnott Portfolio Betterment Robo Advisor 50 Portfolio
2022
-8.05% -11.15%
2021
+11.04% +7.95%
2020
+7.98% +9.50%
2019
+16.67% +17.41%
2018
-4.12% -5.36%
2017
+9.02% +14.19%
2016
+7.14% +8.00%
2015
-3.26% -1.55%
2014
+7.59% +5.47%
2013
+1.41% +10.19%
2012
+10.55% +13.19%
2011
+7.73% +1.17%
2010
+11.89% +11.61%
2009
+14.59% +23.06%
2008
-11.48% -19.44%
2007
+7.64% +8.19%
2006
+8.97% +13.22%
2005
+7.74% +9.54%
2004
+11.93% +12.75%
2003
+17.00% +24.96%
2002
+8.16% -2.56%
2001
+0.06% +1.49%
2000
+12.87% +1.53%
1999
+7.22% +17.87%
1998
+6.53% +8.83%
1997
+7.20% +10.06%
1996
+11.02% +13.19%
1995
+21.23% +20.93%
1994
-2.84% -3.66%
1993
+13.77% +24.85%
1992
+6.56% +5.53%
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