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 Stocks/Bonds 20/80 Portfolio obtained a 6.09% compound annual return, with a 4.39% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Betterment Robo Advisor 10 Portfolio Stocks/Bonds 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 9.9% 20%
Fixed Income 90.1% 80%
Commodities 0% 0%
30 Years Stats Return +4.52% +6.09%
Std Dev 2.44% 4.39%
Max Drawdown -5.51% -10.48%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1992

Swipe left to see all data
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
Stocks/Bonds 20/80 Portfolio -5.01 -10.06 -7.34 +3.65 +4.04 +6.09 +6.00
(*) 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).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since May 1992, now would be worth 5887.94$, with a total return of 488.79% (6.09% 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).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since January 1992, now would be worth 5863.87$, with a total return of 486.39% (6.00% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

Swipe left to see all data
Betterment Robo Advisor 10 Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-10.48% Jan 2022 Apr 2022
-8.42% May 2008 Oct 2008
-5.51% Sep 2021 Apr 2022
-5.50% Feb 1994 Jun 1994
-3.92% Feb 2020 Mar 2020
-3.55% Apr 2008 Oct 2008
-3.17% Feb 1994 Jun 1994
-2.67% Sep 2018 Oct 2018
-2.58% Apr 2004 May 2004
-2.56% May 2013 Jun 2013
-2.40% Aug 2016 Nov 2016
-2.23% Apr 2000 May 2000
-2.17% Feb 1999 Feb 1999
-2.15% Jul 1998 Aug 1998
-2.13% Jul 2003 Jul 2003
-2.13% Jun 2002 Jul 2002
-2.05% Feb 2018 Apr 2018
-1.99% Feb 2001 Mar 2001
-1.90% Apr 2015 Aug 2015
-1.84% Sep 2005 Oct 2005

Drawdown comparison chart since January 1992.

Swipe left to see all data
Betterment Robo Advisor 10 Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-10.48% Jan 2022 Apr 2022
-8.42% May 2008 Oct 2008
-5.51% Sep 2021 Apr 2022
-5.50% Feb 1994 Jun 1994
-3.92% Feb 2020 Mar 2020
-3.55% Apr 2008 Oct 2008
-3.17% Feb 1994 Jun 1994
-2.67% Sep 2018 Oct 2018
-2.58% Apr 2004 May 2004
-2.56% May 2013 Jun 2013
-2.40% Aug 2016 Nov 2016
-2.23% Apr 2000 May 2000
-2.17% Feb 1999 Feb 1999
-2.15% Jul 1998 Aug 1998
-2.13% Jul 2003 Jul 2003
-2.13% Jun 2002 Jul 2002
-2.05% Feb 2018 Apr 2018
-1.99% Feb 2001 Mar 2001
-1.90% Apr 2015 Aug 2015
-1.84% Sep 2005 Oct 2005

Yearly Returns

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

Swipe left to see all data
Year Betterment Robo Advisor 10 Portfolio Stocks/Bonds 20/80 Portfolio
2022
-4.96% -10.48%
2021
+0.88% +3.64%
2020
+4.71% +10.38%
2019
+6.61% +13.20%
2018
+0.02% -1.13%
2017
+3.34% +7.10%
2016
+2.45% +4.58%
2015
+0.10% +0.52%
2014
+1.76% +7.16%
2013
+1.99% +5.01%
2012
+3.35% +5.82%
2011
+1.84% +6.53%
2010
+4.56% +8.44%
2009
+5.43% +8.69%
2008
+1.51% -1.91%
2007
+7.32% +6.61%
2006
+5.96% +6.55%
2005
+3.37% +3.18%
2004
+3.50% +5.95%
2003
+7.36% +9.33%
2002
+5.59% +2.51%
2001
+6.78% +4.55%
2000
+7.31% +7.00%
1999
+5.47% +4.16%
1998
+7.51% +11.52%
1997
+7.18% +13.75%
1996
+6.42% +7.06%
1995
+14.22% +21.70%
1994
-1.25% -2.16%
1993
+10.54% +9.87%
1992
+6.61% +7.53%
Share this page