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 High Yield Bonds Income Portfolio obtained a 7.01% compound annual return, with a 8.47% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 0 Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 0% 0%
Fixed Income 100% 100%
Commodities 0% 0%
30 Years Stats Return +3.33% +7.01%
Std Dev 1.81% 8.47%
Max Drawdown -4.08% -23.97%

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
High Yield Bonds Income Portfolio +5.66 -10.02 -13.29 +1.39 +3.02 +7.01 +7.16
(*) 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).

High Yield Bonds Income Portfolio: an investment of 1000$, since August 1992, now would be worth 7638.64$, with a total return of 663.86% (7.01% 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).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8291.92$, with a total return of 729.19% (7.16% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Betterment Robo Advisor 0 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-18.26% Sep 2021 Jun 2022
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.40% Aug 2011 Sep 2011
-4.08% Aug 2021 Jun 2022
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007
-3.60% May 1999 Aug 1999
-3.49% Sep 2001 Sep 2001
-3.24% May 2010 May 2010
-3.16% Jan 2021 Mar 2021
-3.14% Sep 2000 Nov 2000

Drawdown comparison chart since January 1992.

Swipe left to see all data
Betterment Robo Advisor 0 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-18.26% Sep 2021 Jun 2022
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.40% Aug 2011 Sep 2011
-4.08% Aug 2021 Jun 2022
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007
-3.60% May 1999 Aug 1999
-3.49% Sep 2001 Sep 2001
-3.24% May 2010 May 2010
-3.16% Jan 2021 Mar 2021
-3.14% Sep 2000 Nov 2000

Yearly Returns

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

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Year Betterment Robo Advisor 0 Portfolio High Yield Bonds Income Portfolio
2022
-2.79% -13.13%
2021
-0.79% +0.88%
2020
+3.37% +7.08%
2019
+3.70% +16.98%
2018
+1.44% -4.53%
2017
+0.45% +8.78%
2016
+0.92% +12.01%
2015
+0.53% -3.94%
2014
+0.63% +6.28%
2013
+0.20% -0.40%
2012
+0.55% +12.61%
2011
+1.74% +9.07%
2010
+2.60% +11.52%
2009
+0.59% +23.52%
2008
+6.99% -10.54%
2007
+7.05% +3.36%
2006
+4.11% +7.28%
2005
+1.66% +5.61%
2004
+0.95% +9.55%
2003
+2.62% +18.30%
2002
+7.46% +7.38%
2001
+7.87% +10.89%
2000
+8.70% +6.15%
1999
+2.14% +6.34%
1998
+7.20% +2.17%
1997
+6.60% +13.61%
1996
+4.47% +14.28%
1995
+12.23% +22.64%
1994
-0.40% -4.27%
1993
+6.46% +18.58%
1992
+6.84% +12.00%
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