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 DFA Dimensional Retirement Income Fund Portfolio obtained a 5.75% compound annual return, with a 4.47% standard deviation, in the last 25 Years.

Summary

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Betterment Robo Advisor 10 Portfolio DFA Dimensional Retirement Income Fund Portfolio
Risk Low Low
Asset Allocation Stocks 9.9% 20.4%
Fixed Income 90.1% 79.6%
Commodities 0% 0%
25 Years Stats Return +4.27% +5.75%
Std Dev 2.22% 4.47%
Max Drawdown -3.57% -12.91%

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
DFA Dimensional Retirement Income Fund Portfolio +1.55 +0.62 +3.64 +10.87 +5.80 +4.47 +5.75 +6.19
(*) 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 DFA Dimensional Retirement Income Fund Portfolio
2021
+0.93% +6.00%
2020
+4.71% +8.69%
2019
+6.61% +10.30%
2018
+0.02% -1.96%
2017
+3.34% +6.78%
2016
+2.45% +4.66%
2015
+0.10% -0.87%
2014
+1.76% +2.89%
2013
+1.99% +1.29%
2012
+3.35% +7.36%
2011
+1.84% +6.06%
2010
+4.56% +6.92%
2009
+5.43% +12.97%
2008
+1.51% -7.45%
2007
+7.32% +9.18%
2006
+5.96% +5.72%
2005
+3.37% +4.07%
2004
+3.50% +7.31%
2003
+7.36% +11.38%
2002
+5.59% +5.44%
2001
+6.78% +2.76%
2000
+7.31% +7.94%
1999
+5.47% +4.99%
1998
+7.51% +10.20%
1997
+7.18% +11.97%
1996
+6.42% +5.90%
1995
+14.22% +18.82%
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