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 High Yield Bonds Income Portfolio obtained a 7.22% compound annual return, with a 8.34% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 10 Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 9.9% 0%
Fixed Income 90.1% 100%
Commodities 0% 0%
30 Years Stats Return +4.52% +7.22%
Std Dev 2.44% 8.34%
Max Drawdown -5.51% -23.97%

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
High Yield Bonds Income Portfolio -6.24 -12.97 -10.96 +1.83 +3.46 +7.22 +7.21
(*) 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).

High Yield Bonds Income Portfolio: an investment of 1000$, since May 1992, now would be worth 8100.60$, with a total return of 710.06% (7.22% 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).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8266.41$, with a total return of 726.64% (7.21% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Betterment Robo Advisor 10 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-13.90% Sep 2021 Apr 2022
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-5.51% Sep 2021 Apr 2022
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.40% Aug 2011 Sep 2011
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007
-3.60% May 1999 Aug 1999
-3.55% Apr 2008 Oct 2008
-3.49% Sep 2001 Sep 2001
-3.24% May 2010 May 2010
-3.17% Feb 1994 Jun 1994

Drawdown comparison chart since January 1992.

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Betterment Robo Advisor 10 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-13.90% Sep 2021 Apr 2022
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-5.51% Sep 2021 Apr 2022
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.40% Aug 2011 Sep 2011
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007
-3.60% May 1999 Aug 1999
-3.55% Apr 2008 Oct 2008
-3.49% Sep 2001 Sep 2001
-3.24% May 2010 May 2010
-3.17% Feb 1994 Jun 1994

Yearly Returns

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

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Year Betterment Robo Advisor 10 Portfolio High Yield Bonds Income Portfolio
2022
-4.96% -13.40%
2021
+0.88% +0.88%
2020
+4.71% +7.08%
2019
+6.61% +16.98%
2018
+0.02% -4.53%
2017
+3.34% +8.78%
2016
+2.45% +12.01%
2015
+0.10% -3.94%
2014
+1.76% +6.28%
2013
+1.99% -0.40%
2012
+3.35% +12.61%
2011
+1.84% +9.07%
2010
+4.56% +11.52%
2009
+5.43% +23.52%
2008
+1.51% -10.54%
2007
+7.32% +3.36%
2006
+5.96% +7.28%
2005
+3.37% +5.61%
2004
+3.50% +9.55%
2003
+7.36% +18.30%
2002
+5.59% +7.38%
2001
+6.78% +10.89%
2000
+7.31% +6.15%
1999
+5.47% +6.34%
1998
+7.51% +2.17%
1997
+7.18% +13.61%
1996
+6.42% +14.28%
1995
+14.22% +22.64%
1994
-1.25% -4.27%
1993
+10.54% +18.58%
1992
+6.61% +12.00%
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