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 Stocks/Bonds 20/80 Portfolio obtained a 6.12% compound annual return, with a 4.22% standard deviation, in the last 25 Years.

Summary

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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%
25 Years Stats Return +4.27% +6.12%
Std Dev 2.22% 4.22%
Max Drawdown -3.57% -8.42%

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
Stocks/Bonds 20/80 Portfolio +1.57 +0.23 +3.03 +7.74 +6.32 +5.61 +6.12 +6.66
(*) 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 Stocks/Bonds 20/80 Portfolio
2021
+0.93% +3.17%
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%
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