Last Update: 31 July 2022

The Betterment Robo Advisor 0 Portfolio obtained a 3.33% compound annual return, with a 1.81% standard deviation, in the last 30 Years.

The All Country World 20/80 Portfolio obtained a 6.16% compound annual return, with a 5.28% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 0 Portfolio All Country World 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
30 Years Stats Return +3.33% +6.16%
Std Dev 1.81% 5.28%
Max Drawdown -4.08% -14.04%

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(*)
Betterment Robo Advisor 0 Portfolio +0.53 -2.04 -3.57 +0.89 +0.75 +3.33 +3.41
All Country World 20/80 Portfolio +3.61 -7.82 -10.29 +2.53 +3.55 +6.16 +6.13
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Betterment Robo Advisor 0 Portfolio: an investment of 1000$, since August 1992, now would be worth 2668.42$, with a total return of 166.84% (3.33% annualized).

All Country World 20/80 Portfolio: an investment of 1000$, since August 1992, now would be worth 6004.71$, with a total return of 500.47% (6.16% annualized).

Betterment Robo Advisor 0 Portfolio: an investment of 1000$, since January 1992, now would be worth 2791.48$, with a total return of 179.15% (3.41% annualized).

All Country World 20/80 Portfolio: an investment of 1000$, since January 1992, now would be worth 6163.40$, with a total return of 516.34% (6.13% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Betterment Robo Advisor 0 Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-14.04% May 2008 Oct 2008
-13.77% Sep 2021 Jun 2022
-6.55% Feb 2020 Mar 2020
-6.27% Feb 1994 Jun 1994
-4.73% Aug 1998 Aug 1998
-4.30% May 2013 Jun 2013
-4.08% Aug 2021 Jun 2022
-3.57% Jun 2002 Jul 2002
-3.05% May 2015 Sep 2015
-2.99% Oct 2016 Nov 2016
-2.82% Apr 2004 May 2004
-2.77% Feb 2018 Oct 2018
-2.61% Aug 2011 Sep 2011
-2.31% May 1999 May 1999
-2.22% Feb 1994 Apr 1994
-2.14% Dec 1996 Mar 1997
-1.99% Apr 2000 May 2000
-1.93% Jul 2003 Jul 2003
-1.93% Aug 1997 Aug 1997
-1.73% May 2012 May 2012

Drawdown comparison chart since January 1992.

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Betterment Robo Advisor 0 Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-14.04% May 2008 Oct 2008
-13.77% Sep 2021 Jun 2022
-6.55% Feb 2020 Mar 2020
-6.27% Feb 1994 Jun 1994
-4.73% Aug 1998 Aug 1998
-4.30% May 2013 Jun 2013
-4.08% Aug 2021 Jun 2022
-3.57% Jun 2002 Jul 2002
-3.05% May 2015 Sep 2015
-2.99% Oct 2016 Nov 2016
-2.92% Jan 1992 Mar 1992
-2.82% Apr 2004 May 2004
-2.77% Feb 2018 Oct 2018
-2.61% Aug 2011 Sep 2011
-2.31% May 1999 May 1999
-2.22% Feb 1994 Apr 1994
-2.14% Dec 1996 Mar 1997
-1.99% Apr 2000 May 2000
-1.93% Jul 2003 Jul 2003
-1.93% Aug 1997 Aug 1997

Yearly Returns

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

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Year Betterment Robo Advisor 0 Portfolio All Country World 20/80 Portfolio
2022
-2.79% -10.16%
2021
-0.79% +2.00%
2020
+3.37% +8.36%
2019
+3.70% +12.96%
2018
+1.44% -1.87%
2017
+0.45% +8.23%
2016
+0.92% +5.12%
2015
+0.53% +0.31%
2014
+0.63% +6.24%
2013
+0.20% +2.59%
2012
+0.55% +9.39%
2011
+1.74% +4.99%
2010
+2.60% +8.78%
2009
+0.59% +14.11%
2008
+6.99% -6.88%
2007
+7.05% +6.77%
2006
+4.11% +7.46%
2005
+1.66% +5.53%
2004
+0.95% +7.53%
2003
+2.62% +12.92%
2002
+7.46% +3.34%
2001
+7.87% +6.33%
2000
+8.70% +5.87%
1999
+2.14% +7.97%
1998
+7.20% +10.80%
1997
+6.60% +7.03%
1996
+4.47% +9.34%
1995
+12.23% +19.70%
1994
-0.40% -3.54%
1993
+6.46% +15.69%
1992
+6.84% +6.02%
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