Last Update: 31 October 2021

The Betterment Robo Advisor 10 Portfolio obtained a 4.27% compound annual return, with a 2.22% standard deviation, in the last 25 Years.

The All Country World 20/80 Portfolio obtained a 6.22% compound annual return, with a 5.17% standard deviation, in the last 25 Years.

Summary

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Betterment Robo Advisor 10 Portfolio All Country World 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 9.9% 20%
Fixed Income 90.1% 80%
Commodities 0% 0%
25 Years Stats Return +4.27% +6.22%
Std Dev 2.22% 5.17%
Max Drawdown -3.57% -14.04%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1995

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
Betterment Robo Advisor 10 Portfolio +0.19 -0.32 +0.29 +3.06 +3.04 +2.52 +4.27 +4.68
All Country World 20/80 Portfolio +1.06 -0.46 +1.94 +6.71 +5.55 +5.28 +6.22 +6.76
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Betterment Robo Advisor 10 Portfolio All Country World 20/80 Portfolio
2021
+0.93% +1.68%
2020
+4.71% +8.36%
2019
+6.61% +12.96%
2018
+0.02% -1.87%
2017
+3.34% +8.23%
2016
+2.45% +5.12%
2015
+0.10% +0.31%
2014
+1.76% +6.24%
2013
+1.99% +2.59%
2012
+3.35% +9.39%
2011
+1.84% +4.99%
2010
+4.56% +8.78%
2009
+5.43% +14.11%
2008
+1.51% -6.88%
2007
+7.32% +6.77%
2006
+5.96% +7.46%
2005
+3.37% +5.53%
2004
+3.50% +7.53%
2003
+7.36% +12.92%
2002
+5.59% +3.34%
2001
+6.78% +6.33%
2000
+7.31% +5.87%
1999
+5.47% +7.97%
1998
+7.51% +10.80%
1997
+7.18% +7.03%
1996
+6.42% +9.34%
1995
+14.22% +19.70%
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