Last Update: 30 April 2022

The Betterment Robo Advisor 10 Portfolio obtained a 4.52% compound annual return, with a 2.44% standard deviation, in the last 30 Years.

The All Country World 20/80 Portfolio obtained a 6.32% compound annual return, with a 5.22% standard deviation, in the last 30 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%
30 Years Stats Return +4.52% +6.32%
Std Dev 2.44% 5.22%
Max Drawdown -5.51% -14.04%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Betterment Robo Advisor 10 Portfolio -1.66 -5.01 -4.74 +1.74 +1.82 +4.52 +4.47
All Country World 20/80 Portfolio -4.84 -10.20 -8.46 +2.83 +3.67 +6.32 +6.17
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2022

Betterment Robo Advisor 10 Portfolio: an investment of 1000$, since May 1992, now would be worth 3767.40$, with a total return of 276.74% (4.52% annualized).

All Country World 20/80 Portfolio: an investment of 1000$, since May 1992, now would be worth 6284.74$, with a total return of 528.47% (6.32% annualized).

Betterment Robo Advisor 10 Portfolio: an investment of 1000$, since January 1992, now would be worth 3767.58$, with a total return of 276.76% (4.47% annualized).

All Country World 20/80 Portfolio: an investment of 1000$, since January 1992, now would be worth 6140.84$, with a total return of 514.08% (6.17% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Betterment Robo Advisor 10 Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-14.04% May 2008 Oct 2008
-10.99% Sep 2021 Apr 2022
-6.55% Feb 2020 Mar 2020
-6.27% Feb 1994 Jun 1994
-5.51% Sep 2021 Apr 2022
-4.73% Aug 1998 Aug 1998
-4.30% May 2013 Jun 2013
-3.57% Jun 2002 Jul 2002
-3.55% Apr 2008 Oct 2008
-3.17% Feb 1994 Jun 1994
-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
-2.14% Dec 1996 Mar 1997
-1.99% Apr 2000 May 2000
-1.93% Jul 2003 Jul 2003
-1.93% Aug 1997 Aug 1997

Drawdown comparison chart since January 1992.

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Betterment Robo Advisor 10 Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-14.04% May 2008 Oct 2008
-10.99% Sep 2021 Apr 2022
-6.55% Feb 2020 Mar 2020
-6.27% Feb 1994 Jun 1994
-5.51% Sep 2021 Apr 2022
-4.73% Aug 1998 Aug 1998
-4.30% May 2013 Jun 2013
-3.57% Jun 2002 Jul 2002
-3.55% Apr 2008 Oct 2008
-3.17% Feb 1994 Jun 1994
-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
-2.14% Dec 1996 Mar 1997
-1.99% Apr 2000 May 2000
-1.93% Jul 2003 Jul 2003

Yearly Returns

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

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Year Betterment Robo Advisor 10 Portfolio All Country World 20/80 Portfolio
2022
-4.96% -10.49%
2021
+0.88% +2.00%
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%
1994
-1.25% -3.54%
1993
+10.54% +15.69%
1992
+6.61% +6.02%
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