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 Stocks/Bonds 20/80 Portfolio obtained a 5.97% compound annual return, with a 4.46% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 0 Portfolio Stocks/Bonds 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
30 Years Stats Return +3.33% +5.97%
Std Dev 1.81% 4.46%
Max Drawdown -4.08% -12.54%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1983

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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 +4.88
Stocks/Bonds 20/80 Portfolio +3.63 -6.69 -8.74 +3.55 +4.02 +5.97 +7.39
(*) 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).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since August 1992, now would be worth 5698.09$, with a total return of 469.81% (5.97% annualized).

Betterment Robo Advisor 0 Portfolio: an investment of 1000$, since January 1983, now would be worth 6593.98$, with a total return of 559.40% (4.88% annualized).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since January 1983, now would be worth 16839.53$, with a total return of 1583.95% (7.39% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Betterment Robo Advisor 0 Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.54% Jan 2022 Jun 2022
-8.42% May 2008 Oct 2008
-5.50% Feb 1994 Jun 1994
-4.08% Aug 2021 Jun 2022
-3.92% Feb 2020 Mar 2020
-2.67% Sep 2018 Oct 2018
-2.58% Apr 2004 May 2004
-2.56% May 2013 Jun 2013
-2.40% Aug 2016 Nov 2016
-2.23% Apr 2000 May 2000
-2.22% Feb 1994 Apr 1994
-2.17% Feb 1999 Feb 1999
-2.15% Jul 1998 Aug 1998
-2.13% Jul 2003 Jul 2003
-2.13% Jun 2002 Jul 2002
-2.05% Feb 2018 Apr 2018
-1.99% Feb 2001 Mar 2001
-1.90% Apr 2015 Aug 2015
-1.84% Sep 2005 Oct 2005
-1.82% Sep 2021 Sep 2021

Drawdown comparison chart since January 1983.

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Betterment Robo Advisor 0 Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.54% Jan 2022 Jun 2022
-8.42% May 2008 Oct 2008
-6.14% Sep 1987 Nov 1987
-5.50% Feb 1994 Jun 1994
-5.25% Feb 1984 May 1984
-4.08% Aug 2021 Jun 2022
-3.92% Feb 2020 Mar 2020
-3.14% Sep 1986 Sep 1986
-3.09% Aug 1990 Sep 1990
-2.99% Apr 1987 May 1987
-2.91% Jan 1990 Jan 1990
-2.67% Sep 2018 Oct 2018
-2.58% Apr 2004 May 2004
-2.56% May 2013 Jun 2013
-2.55% May 1983 Jul 1983
-2.40% Aug 2016 Nov 2016
-2.23% Apr 2000 May 2000
-2.22% Feb 1994 Apr 1994
-2.17% Mar 1988 May 1988
-2.17% Feb 1999 Feb 1999

Yearly Returns

Yearly return comparison. Common historical serie start from January 1983.

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Year Betterment Robo Advisor 0 Portfolio Stocks/Bonds 20/80 Portfolio
2022
-2.79% -9.36%
2021
-0.79% +3.64%
2020
+3.37% +10.38%
2019
+3.70% +13.20%
2018
+1.44% -1.13%
2017
+0.45% +7.10%
2016
+0.92% +4.58%
2015
+0.53% +0.52%
2014
+0.63% +7.16%
2013
+0.20% +5.01%
2012
+0.55% +5.82%
2011
+1.74% +6.53%
2010
+2.60% +8.44%
2009
+0.59% +8.69%
2008
+6.99% -1.91%
2007
+7.05% +6.61%
2006
+4.11% +6.55%
2005
+1.66% +3.18%
2004
+0.95% +5.95%
2003
+2.62% +9.33%
2002
+7.46% +2.51%
2001
+7.87% +4.55%
2000
+8.70% +7.00%
1999
+2.14% +4.16%
1998
+7.20% +11.52%
1997
+6.60% +13.75%
1996
+4.47% +7.06%
1995
+12.23% +21.70%
1994
-0.40% -2.16%
1993
+6.46% +9.87%
1992
+6.84% +7.53%
1991
+11.81% +18.68%
1990
+9.78% +5.70%
1989
+11.47% +16.54%
1988
+5.93% +9.35%
1987
+4.72% +1.75%
1986
+10.57% +15.00%
1985
+14.05% +24.05%
1984
+14.05% +12.45%
1983
+8.22% +8.71%
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