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 US Inflation Protection Portfolio obtained a 5.82% compound annual return, with a 5.91% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 0 Portfolio US Inflation Protection Portfolio
Risk Low Low
Asset Allocation Stocks 0% 0%
Fixed Income 100% 100%
Commodities 0% 0%
30 Years Stats Return +3.33% +5.82%
Std Dev 1.81% 5.91%
Max Drawdown -4.08% -11.79%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from June 1991

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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 +3.59
US Inflation Protection Portfolio +4.30 -3.13 -3.77 +3.81 +1.83 +5.82 +6.22
(*) 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).

US Inflation Protection Portfolio: an investment of 1000$, since August 1992, now would be worth 5450.72$, with a total return of 445.07% (5.82% annualized).

Betterment Robo Advisor 0 Portfolio: an investment of 1000$, since June 1991, now would be worth 3002.07$, with a total return of 200.21% (3.59% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since June 1991, now would be worth 6557.69$, with a total return of 555.77% (6.22% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Betterment Robo Advisor 0 Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-9.04% Jan 2022 Jun 2022
-6.47% Feb 1996 May 1996
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.37% Dec 1996 Mar 1997
-4.08% Aug 2021 Jun 2022
-3.37% Nov 2001 Dec 2001
-3.05% Nov 2010 Dec 2010
-2.75% Oct 2002 Oct 2002
-2.60% Sep 2005 Apr 2006
-2.47% Jul 2005 Jul 2005
-2.41% Oct 1992 Oct 1992
-2.30% Dec 2006 Dec 2006
-2.22% Feb 1994 Apr 1994
-2.09% Dec 2009 Dec 2009
-1.95% Feb 2021 Mar 2021

Drawdown comparison chart since June 1991.

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Betterment Robo Advisor 0 Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-9.04% Jan 2022 Jun 2022
-6.47% Feb 1996 May 1996
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.37% Dec 1996 Mar 1997
-4.08% Aug 2021 Jun 2022
-3.82% Jan 1992 Apr 1992
-3.37% Nov 2001 Dec 2001
-3.05% Nov 2010 Dec 2010
-2.75% Oct 2002 Oct 2002
-2.60% Sep 2005 Apr 2006
-2.47% Jul 2005 Jul 2005
-2.41% Oct 1992 Oct 1992
-2.30% Dec 2006 Dec 2006
-2.22% Feb 1994 Apr 1994
-2.09% Dec 2009 Dec 2009

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year Betterment Robo Advisor 0 Portfolio US Inflation Protection Portfolio
2022
-2.79% -5.12%
2021
-0.79% +5.67%
2020
+3.37% +10.84%
2019
+3.70% +8.35%
2018
+1.44% -1.42%
2017
+0.45% +2.92%
2016
+0.92% +4.68%
2015
+0.53% -1.75%
2014
+0.63% +3.59%
2013
+0.20% -8.49%
2012
+0.55% +6.39%
2011
+1.74% +13.28%
2010
+2.60% +6.14%
2009
+0.59% +8.94%
2008
+6.99% +0.04%
2007
+7.05% +11.92%
2006
+4.11% +0.28%
2005
+1.66% +2.49%
2004
+0.95% +8.28%
2003
+2.62% +8.00%
2002
+7.46% +16.61%
2001
+7.87% +7.61%
2000
+8.70% +17.65%
1999
+2.14% -4.47%
1998
+7.20% +9.27%
1997
+6.60% +12.71%
1996
+4.47% +1.33%
1995
+12.23% +23.02%
1994
-0.40% -6.25%
1993
+6.46% +15.75%
1992
+6.84% +8.74%
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