Betterment Robo Advisor 10 vs All Country World Bonds Portfolio Comparison

Last Update: 29 February 2024

The Betterment Robo Advisor 10 Portfolio obtained a 4.10% compound annual return, with a 2.54% standard deviation, in the last 30 Years.

The All Country World Bonds Portfolio obtained a 5.18% compound annual return, with a 4.62% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 10 Portfolio All Country World Bonds Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 9.9% 0%
Fixed Income 90.1% 100%
Commodities 0% 0%
30 Years Stats Return +4.10% +5.18%
Std Dev 2.54% 4.62%
Max Drawdown -8.91% -17.60%
All time Stats
(Since Jan 1985)
Return +5.55% +6.64%
Std Dev 2.90% 4.91%
Max Drawdown -8.91% -17.60%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Betterment Robo Advisor 10 Portfolio -0.02 +3.28 +5.62 +1.85 +1.80 +4.10 +5.55
All Country World Bonds Portfolio -0.76 +3.29 +5.40 +0.47 +1.80 +5.18 +6.64
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Betterment Robo Advisor 10 Portfolio: an investment of 1$, since March 1994, now would be worth 3.33$, with a total return of 233.46% (4.10% annualized).

All Country World Bonds Portfolio: an investment of 1$, since March 1994, now would be worth 4.55$, with a total return of 355.16% (5.18% annualized).

Betterment Robo Advisor 10 Portfolio: an investment of 1$, since January 1985, now would be worth 8.29$, with a total return of 728.68% (5.55% annualized).

All Country World Bonds Portfolio: an investment of 1$, since January 1985, now would be worth 12.41$, with a total return of 1141.31% (6.64% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Betterment Robo Advisor 10 Portfolio
All Country World Bonds Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-17.60% Jan 2021 Oct 2022 (22) In progress (38) 10.57
-8.91% Sep 2021 Sep 2022 (13) In progress (30) 4.95
-8.82% Mar 2008 Oct 2008 (8) Dec 2008 (10) 3.50
-5.16% May 2013 Aug 2013 (4) May 2014 (13) 3.09
-4.58% Mar 1994 Jun 1994 (4) Apr 1995 (14) 3.10
-3.92% Mar 2020 Mar 2020 (1) Jun 2020 (4) 1.86
-3.55% Apr 2008 Oct 2008 (7) May 2009 (14) 1.66
-3.54% Oct 2016 Nov 2016 (2) Aug 2017 (11) 1.91
-3.22% Jun 2003 Jul 2003 (2) Sep 2003 (4) 1.81
-3.02% Apr 2004 May 2004 (2) Aug 2004 (5) 2.02
-3.00% Jan 2009 Feb 2009 (2) Apr 2009 (4) 1.69
-2.69% May 1999 Aug 1999 (4) Nov 1999 (7) 1.71
-2.40% Dec 1996 Mar 1997 (4) May 1997 (6) 1.28
-2.23% Feb 2015 Jun 2015 (5) Feb 2016 (13) 1.09
-2.17% Nov 2010 Dec 2010 (2) May 2011 (7) 1.48
-2.13% Aug 1998 Aug 1998 (1) Sep 1998 (2) 1.23
-2.00% Feb 1996 Mar 1996 (2) Jul 1996 (6) 1.29
-1.92% Jan 2018 Oct 2018 (10) Dec 2018 (12) 1.27
-1.78% Mar 1994 Jun 1994 (4) Jan 1995 (11) 1.12
-1.68% Apr 2004 Apr 2004 (1) Sep 2004 (6) 1.11

Drawdown comparison chart since January 1985.

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Betterment Robo Advisor 10 Portfolio
All Country World Bonds Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-17.60% Jan 2021 Oct 2022 (22) In progress (38) 10.57
-8.91% Sep 2021 Sep 2022 (13) In progress (30) 4.95
-8.82% Mar 2008 Oct 2008 (8) Dec 2008 (10) 3.50
-6.85% Feb 1994 Jun 1994 (5) May 1995 (16) 4.92
-5.71% Mar 1987 Sep 1987 (7) Jan 1988 (11) 3.06
-5.16% May 2013 Aug 2013 (4) May 2014 (13) 3.09
-3.92% Mar 2020 Mar 2020 (1) Jun 2020 (4) 1.86
-3.55% Apr 2008 Oct 2008 (7) May 2009 (14) 1.66
-3.54% Oct 2016 Nov 2016 (2) Aug 2017 (11) 1.91
-3.22% Jun 2003 Jul 2003 (2) Sep 2003 (4) 1.81
-3.17% Feb 1994 Jun 1994 (5) Feb 1995 (13) 2.21
-3.02% Apr 2004 May 2004 (2) Aug 2004 (5) 2.02
-3.00% Jan 2009 Feb 2009 (2) Apr 2009 (4) 1.69
-2.97% Jan 1990 Apr 1990 (4) May 1990 (5) 1.80
-2.83% Feb 1985 Feb 1985 (1) Apr 1985 (3) 1.42
-2.69% May 1999 Aug 1999 (4) Nov 1999 (7) 1.71
-2.62% May 1986 May 1986 (1) Jun 1986 (2) 1.51
-2.40% Dec 1996 Mar 1997 (4) May 1997 (6) 1.28
-2.31% Aug 1990 Aug 1990 (1) Nov 1990 (4) 1.44
-2.23% Feb 2015 Jun 2015 (5) Feb 2016 (13) 1.09

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+0.06%
-0.02%
-1.22%
-1.22%
2023
+5.92%
-1.47%
+7.31%
-4.10%
2022
-6.66%
-8.39%
-13.82%
-15.86%
2021
+0.88%
-0.88%
-2.06%
-3.44%
2020
+4.71%
-1.19%
+6.30%
-3.92%
2019
+6.61%
0.00%
+9.49%
-0.86%
2018
+0.02%
-0.91%
+0.10%
-1.92%
2017
+3.34%
-0.02%
+4.16%
-0.40%
2016
+2.45%
-1.03%
+4.27%
-3.54%
2015
+0.10%
-1.18%
+0.85%
-2.23%
2014
+1.76%
-0.61%
+6.88%
-0.66%
2013
+1.99%
-1.31%
-2.50%
-5.16%
2012
+3.35%
-0.85%
+7.45%
-0.22%
2011
+1.84%
-1.48%
+8.12%
-0.42%
2010
+4.56%
-0.60%
+7.71%
-2.17%
2009
+5.43%
-3.09%
+9.48%
-3.00%
2008
+1.51%
-3.55%
+2.29%
-8.82%
2007
+7.32%
0.00%
+6.05%
-1.42%
2006
+5.96%
-0.47%
+4.63%
-1.46%
2005
+3.37%
-0.59%
+4.71%
-1.32%
2004
+3.50%
-1.68%
+6.09%
-3.02%
2003
+7.36%
-0.53%
+8.25%
-3.22%
2002
+5.59%
-0.24%
+9.30%
-1.07%
2001
+6.78%
-0.09%
+12.23%
-0.35%
2000
+7.31%
-0.69%
+11.10%
-0.72%
1999
+5.47%
-1.00%
+3.71%
-2.69%
1998
+7.51%
-1.05%
+8.51%
-2.13%
1997
+7.18%
-0.73%
+5.56%
-2.07%
1996
+6.42%
-0.77%
+8.94%
-2.00%
1995
+14.22%
0.00%
+20.40%
-0.22%
1994
-1.25%
-3.17%
-5.13%
-6.85%
1993
+10.54%
-0.63%
+14.09%
-0.38%
1992
+6.61%
-1.12%
+9.20%
-1.73%
1991
+15.83%
-0.59%
+18.81%
-0.40%
1990
+7.24%
-1.52%
+7.31%
-2.97%
1989
+14.16%
-0.50%
+12.84%
-1.53%
1988
+8.05%
-0.37%
+7.90%
-2.11%
1987
+3.74%
-1.32%
+1.20%
-5.71%
1986
+12.96%
-1.17%
+15.08%
-2.62%
1985
+17.68%
-0.60%
+22.99%
-2.83%