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 Bonds Portfolio obtained a 5.72% compound annual return, with a 4.09% standard deviation, in the last 25 Years.
Summary
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| Betterment Robo Advisor 10 Portfolio | All Country World Bonds Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 9.9% | 0% |
| Fixed Income | 90.1% | 100% | |
| Commodities | 0% | 0% | |
| 25 Years Stats | Return | +4.27% | +5.72% |
| Std Dev | 2.22% | 4.09% | |
| Max Drawdown | -3.57% | -8.82% | |
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 Bonds Portfolio | -0.10 | -1.49 | +0.61 | -0.31 | +3.11 | +3.55 | +5.72 | +6.31 |
(*) annualized
Capital Growth
Drawdowns
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 Bonds Portfolio |
|---|---|---|
| 2021 |
+0.93% | -2.15% |
| 2020 |
+4.71% | +6.30% |
| 2019 |
+6.61% | +9.49% |
| 2018 |
+0.02% | +0.10% |
| 2017 |
+3.34% | +4.16% |
| 2016 |
+2.45% | +4.27% |
| 2015 |
+0.10% | +0.85% |
| 2014 |
+1.76% | +6.88% |
| 2013 |
+1.99% | -2.50% |
| 2012 |
+3.35% | +7.45% |
| 2011 |
+1.84% | +8.12% |
| 2010 |
+4.56% | +7.71% |
| 2009 |
+5.43% | +9.48% |
| 2008 |
+1.51% | +2.29% |
| 2007 |
+7.32% | +6.05% |
| 2006 |
+5.96% | +4.63% |
| 2005 |
+3.37% | +4.71% |
| 2004 |
+3.50% | +6.09% |
| 2003 |
+7.36% | +8.25% |
| 2002 |
+5.59% | +9.30% |
| 2001 |
+6.78% | +12.23% |
| 2000 |
+7.31% | +11.10% |
| 1999 |
+5.47% | +3.71% |
| 1998 |
+7.51% | +8.51% |
| 1997 |
+7.18% | +5.56% |
| 1996 |
+6.42% | +8.94% |
| 1995 |
+14.22% | +20.40% |