Last Update: 31 March 2024
The Betterment Robo Advisor 10 Portfolio obtained a 4.18% compound annual return, with a 2.52% standard deviation, in the last 30 Years.
The Total Bond Developed World ex-US Portfolio obtained a 4.86% compound annual return, with a 4.55% standard deviation, in the last 30 Years.
Summary
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| Betterment Robo Advisor 10 Portfolio | Total Bond Developed World ex-US Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Low | Low | |
| Asset Allocation | Stocks | 9.9% | 0% |
| Fixed Income | 90.1% | 100% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +4.18% | +4.86% |
| Std Dev | 2.52% | 4.55% | |
| Max Drawdown | -8.91% | -14.88% | |
| All time Stats (Since Jan 1985) |
Return | +5.56% | +6.60% |
| Std Dev | 2.90% | 5.09% | |
| Max Drawdown | -8.91% | -14.88% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Betterment Robo Advisor 10 Portfolio | +0.77 | +4.98 | +4.55 | +1.83 | +1.88 | +4.18 | +5.56 |
| Total Bond Developed World ex-US Portfolio | +1.12 | +6.59 | +5.19 | +0.33 | +2.18 | +4.86 | +6.60 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Betterment Robo Advisor 10 Portfolio: an investment of 1$, since April 1994,
now would be worth 3.41$, with a total return of 241.40%
(4.18% annualized).
Total Bond Developed World ex-US Portfolio: an investment of 1$, since April 1994, now would be worth 4.15$, with a total return of 315.40% (4.86% annualized).
Total Bond Developed World ex-US Portfolio: an investment of 1$, since April 1994, now would be worth 4.15$, with a total return of 315.40% (4.86% annualized).
Betterment Robo Advisor 10 Portfolio: an investment of 1$, since January 1985,
now would be worth 8.35$, with a total return of 735.07%
(5.56% annualized).
Total Bond Developed World ex-US Portfolio: an investment of 1$, since January 1985, now would be worth 12.27$, with a total return of 1126.68% (6.60% annualized).
Total Bond Developed World ex-US Portfolio: an investment of 1$, since January 1985, now would be worth 12.27$, with a total return of 1126.68% (6.60% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Betterment Robo Advisor 10 Portfolio
|
Total Bond Developed World ex-US Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -14.88% | Jan 2021 | Sep 2022 (21) | In progress (39) | 9.16 | |||||
| -10.03% | Mar 2008 | Nov 2008 (9) | Jul 2009 (17) | 4.88 | |||||
| -8.91% | Sep 2021 | Sep 2022 (13) | In progress (31) | 4.87 | |||||
| -8.31% | Dec 1996 | Apr 1997 (5) | Sep 1998 (22) | 4.42 | |||||
| -4.53% | Apr 1994 | Aug 1994 (5) | Apr 1995 (13) | 2.97 | |||||
| -4.24% | May 2013 | Aug 2013 (4) | May 2014 (13) | 2.62 | |||||
| -3.55% | Apr 2008 | Oct 2008 (7) | May 2009 (14) | 1.66 | |||||
| -3.17% | May 1999 | Aug 1999 (4) | Mar 2000 (11) | 2.19 | |||||
| -3.03% | Oct 2016 | Jan 2017 (4) | Nov 2017 (14) | 1.63 | |||||
| -2.91% | Mar 2020 | Mar 2020 (1) | Jul 2020 (5) | 1.29 | |||||
| -2.88% | Apr 2015 | Jun 2015 (3) | Jan 2016 (10) | 1.48 | |||||
| -2.34% | Jun 2003 | Aug 2003 (3) | Jan 2004 (8) | 1.35 | |||||
| -2.26% | Nov 1998 | Nov 1998 (1) | Dec 1998 (2) | 1.30 | |||||
| -1.97% | Nov 2010 | Dec 2010 (2) | May 2011 (7) | 1.12 | |||||
| -1.82% | Jan 1996 | Jan 1996 (1) | Jul 1996 (7) | 1.40 | |||||
| -1.68% | Sep 2019 | Dec 2019 (4) | Jan 2020 (5) | 0.98 | |||||
| -1.68% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 1.11 | |||||
| -1.62% | Mar 2007 | Jun 2007 (4) | Aug 2007 (6) | 0.76 | |||||
| -1.51% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 0.87 | |||||
| -1.48% | Aug 2011 | Sep 2011 (2) | Jan 2012 (6) | 0.60 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Betterment Robo Advisor 10 Portfolio
|
Total Bond Developed World ex-US Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -14.88% | Jan 2021 | Sep 2022 (21) | In progress (39) | 9.16 | |||||
| -10.03% | Mar 2008 | Nov 2008 (9) | Jul 2009 (17) | 4.88 | |||||
| -8.91% | Sep 2021 | Sep 2022 (13) | In progress (31) | 4.87 | |||||
| -8.68% | Feb 1994 | Aug 1994 (7) | Jul 1995 (18) | 5.98 | |||||
| -8.31% | Dec 1996 | Apr 1997 (5) | Sep 1998 (22) | 4.42 | |||||
| -4.82% | Apr 1987 | Sep 1987 (6) | Dec 1987 (9) | 2.61 | |||||
| -4.24% | May 2013 | Aug 2013 (4) | May 2014 (13) | 2.62 | |||||
| -3.70% | Feb 1985 | Feb 1985 (1) | Apr 1985 (3) | 1.85 | |||||
| -3.57% | Dec 1989 | Apr 1990 (5) | Jun 1990 (7) | 1.85 | |||||
| -3.55% | Apr 2008 | Oct 2008 (7) | May 2009 (14) | 1.66 | |||||
| -3.35% | May 1986 | May 1986 (1) | Jul 1986 (3) | 1.72 | |||||
| -3.17% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 2.21 | |||||
| -3.17% | May 1999 | Aug 1999 (4) | Mar 2000 (11) | 2.19 | |||||
| -3.03% | Oct 2016 | Jan 2017 (4) | Nov 2017 (14) | 1.63 | |||||
| -2.91% | Mar 2020 | Mar 2020 (1) | Jul 2020 (5) | 1.29 | |||||
| -2.88% | Apr 2015 | Jun 2015 (3) | Jan 2016 (10) | 1.48 | |||||
| -2.76% | Aug 1990 | Aug 1990 (1) | Nov 1990 (4) | 1.80 | |||||
| -2.34% | Jun 2003 | Aug 2003 (3) | Jan 2004 (8) | 1.35 | |||||
| -2.26% | Nov 1998 | Nov 1998 (1) | Dec 1998 (2) | 1.30 | |||||
| -2.20% | Jan 1992 | Jan 1992 (1) | May 1992 (5) | 1.53 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+0.83%
|
-0.02% |
-0.02%
|
-1.12% |
| 2023 |
+5.92%
|
-1.47% |
+8.79%
|
-1.89% |
| 2022 |
-6.66%
|
-8.39% |
-12.76%
|
-12.90% |
| 2021 |
+0.88%
|
-0.88% |
-2.28%
|
-2.58% |
| 2020 |
+4.71%
|
-1.19% |
+4.65%
|
-2.91% |
| 2019 |
+6.61%
|
0.00% |
+7.87%
|
-1.68% |
| 2018 |
+0.02%
|
-0.91% |
+2.81%
|
-0.57% |
| 2017 |
+3.34%
|
-0.02% |
+2.40%
|
-0.98% |
| 2016 |
+2.45%
|
-1.03% |
+4.61%
|
-2.49% |
| 2015 |
+0.10%
|
-1.18% |
+1.19%
|
-2.88% |
| 2014 |
+1.76%
|
-0.61% |
+8.74%
|
-0.13% |
| 2013 |
+1.99%
|
-1.31% |
-0.81%
|
-4.24% |
| 2012 |
+3.35%
|
-0.85% |
+9.54%
|
0.00% |
| 2011 |
+1.84%
|
-1.48% |
+8.60%
|
-0.56% |
| 2010 |
+4.56%
|
-0.60% |
+8.53%
|
-1.97% |
| 2009 |
+5.43%
|
-3.09% |
+15.30%
|
-0.78% |
| 2008 |
+1.51%
|
-3.55% |
-2.35%
|
-10.03% |
| 2007 |
+7.32%
|
0.00% |
+4.99%
|
-1.62% |
| 2006 |
+5.96%
|
-0.47% |
+2.94%
|
-0.81% |
| 2005 |
+3.37%
|
-0.59% |
+4.98%
|
-1.02% |
| 2004 |
+3.50%
|
-1.68% |
+6.11%
|
-0.89% |
| 2003 |
+7.36%
|
-0.53% |
+3.93%
|
-2.34% |
| 2002 |
+5.59%
|
-0.24% |
+9.29%
|
-1.02% |
| 2001 |
+6.78%
|
-0.09% |
+10.83%
|
-1.10% |
| 2000 |
+7.31%
|
-0.69% |
+9.20%
|
-0.42% |
| 1999 |
+5.47%
|
-1.00% |
+0.29%
|
-3.17% |
| 1998 |
+7.51%
|
-1.05% |
+17.11%
|
-2.26% |
| 1997 |
+7.18%
|
-0.73% |
-4.84%
|
-7.85% |
| 1996 |
+6.42%
|
-0.77% |
+4.66%
|
-1.82% |
| 1995 |
+14.22%
|
0.00% |
+21.23%
|
-0.60% |
| 1994 |
-1.25%
|
-3.17% |
-7.29%
|
-8.68% |
| 1993 |
+10.54%
|
-0.63% |
+16.41%
|
0.00% |
| 1992 |
+6.61%
|
-1.12% |
+11.90%
|
-2.20% |
| 1991 |
+15.83%
|
-0.59% |
+21.42%
|
-0.43% |
| 1990 |
+7.24%
|
-1.52% |
+7.20%
|
-3.40% |
| 1989 |
+14.16%
|
-0.50% |
+11.10%
|
-2.18% |
| 1988 |
+8.05%
|
-0.37% |
+8.79%
|
-1.14% |
| 1987 |
+3.74%
|
-1.32% |
+3.47%
|
-4.82% |
| 1986 |
+12.96%
|
-1.17% |
+16.37%
|
-3.35% |
| 1985 |
+17.68%
|
-0.60% |
+24.95%
|
-3.70% |
