Last Update: 31 August 2021

The Betterment Robo Advisor 10 Portfolio obtained a 2.58% compound annual return, with a 1.70% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Conservative Portfolio obtained a 4.89% compound annual return, with a 3.44% standard deviation, in the last 10 years.

Summary

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Betterment Robo Advisor 10 Portfolio Merrill Lynch Edge Select Conservative Portfolio
Risk Low Low
Asset Allocation Stocks 9.9% 21%
Fixed Income 90.1% 79%
Commodities 0% 0%
10 Years Stats Return +2.58% +4.89%
Std Dev 1.70% 3.44%
Max Drawdown -1.32% -4.57%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Betterment Robo Advisor 10 Portfolio +0.20 +0.47 +1.53 +3.11 +4.14 +3.11 +2.58 +4.03
Merrill Lynch Edge Select Conservative Portfolio +0.44 +1.51 +3.65 +6.77 +6.21 +5.21 +4.89 +5.01
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Betterment Robo Advisor 10 Portfolio Merrill Lynch Edge Select Conservative Portfolio
2021
+1.46% +3.39%
2020
+4.71% +6.74%
2019
+6.61% +11.07%
2018
+0.02% -1.01%
2017
+3.34% +6.67%
2016
+2.45% +4.67%
2015
+0.10% -0.16%
2014
+1.76% +4.82%
2013
+1.99% +5.12%
2012
+3.35% +6.74%
2011
+1.84% +3.69%
2010
+4.56% +7.47%
2009
+5.43% +10.64%
2008
+1.51% -5.32%
2007
+7.32% +5.55%
2006
+5.96% +7.57%
2005
+3.37% +4.31%
2004
+3.50% +6.35%
2003
+7.36% +10.38%
2002
+5.59% +2.13%
2001
+6.78% +2.93%
2000
+7.31% +5.85%
1999
+5.47% +5.52%
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