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 US Inflation Protection Portfolio obtained a 6.11% compound annual return, with a 5.88% standard deviation, in the last 30 Years.
Summary
| Betterment Robo Advisor 10 Portfolio | US Inflation Protection Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 9.9% | 0% |
| Fixed Income | 90.1% | 100% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +4.52% | +6.11% |
| Std Dev | 2.44% | 5.88% | |
| Max Drawdown | -5.51% | -11.79% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 1992
| 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 |
| US Inflation Protection Portfolio | -2.18 | -3.98 | +0.47 | +3.71 | +2.12 | +6.11 | +5.91 |
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).
US Inflation Protection Portfolio: an investment of 1000$, since May 1992, now would be worth 5927.93$, with a total return of 492.79% (6.11% 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).
US Inflation Protection Portfolio: an investment of 1000$, since January 1992, now would be worth 5701.71$, with a total return of 470.17% (5.91% annualized).
Drawdowns
Drawdown comparison chart since April 1992.
Betterment Robo Advisor 10 Portfolio |
US Inflation Protection Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -11.79% | Sep 2008 | Oct 2008 | |||
| -10.68% | Feb 1994 | Oct 1994 | |||
| -9.24% | Dec 2012 | Dec 2013 | |||
| -6.47% | Feb 1996 | May 1996 | |||
| -5.51% | Sep 2021 | Apr 2022 | |||
| -5.32% | Feb 1999 | Dec 1999 | |||
| -5.32% | Jun 2003 | Jul 2003 | |||
| -5.19% | Jan 2022 | Apr 2022 | |||
| -4.82% | Apr 2004 | Apr 2004 | |||
| -4.37% | Dec 1996 | Mar 1997 | |||
| -3.55% | Apr 2008 | Oct 2008 | |||
| -3.37% | Nov 2001 | Dec 2001 | |||
| -3.17% | Feb 1994 | Jun 1994 | |||
| -3.05% | Nov 2010 | Dec 2010 | |||
| -2.75% | Oct 2002 | Oct 2002 | |||
| -2.60% | Sep 2005 | Apr 2006 | |||
| -2.47% | Jul 2005 | Jul 2005 | |||
| -2.41% | Oct 1992 | Oct 1992 | |||
| -2.30% | Dec 2006 | Dec 2006 | |||
| -2.09% | Dec 2009 | Dec 2009 | |||
Drawdown comparison chart since January 1992.
Betterment Robo Advisor 10 Portfolio |
US Inflation Protection Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -11.79% | Sep 2008 | Oct 2008 | |||
| -10.68% | Feb 1994 | Oct 1994 | |||
| -9.24% | Dec 2012 | Dec 2013 | |||
| -6.47% | Feb 1996 | May 1996 | |||
| -5.51% | Sep 2021 | Apr 2022 | |||
| -5.32% | Feb 1999 | Dec 1999 | |||
| -5.32% | Jun 2003 | Jul 2003 | |||
| -5.19% | Jan 2022 | Apr 2022 | |||
| -4.82% | Apr 2004 | Apr 2004 | |||
| -4.37% | Dec 1996 | Mar 1997 | |||
| -3.82% | Jan 1992 | Apr 1992 | |||
| -3.55% | Apr 2008 | Oct 2008 | |||
| -3.37% | Nov 2001 | Dec 2001 | |||
| -3.17% | Feb 1994 | Jun 1994 | |||
| -3.05% | Nov 2010 | Dec 2010 | |||
| -2.75% | Oct 2002 | Oct 2002 | |||
| -2.60% | Sep 2005 | Apr 2006 | |||
| -2.47% | Jul 2005 | Jul 2005 | |||
| -2.41% | Oct 1992 | Oct 1992 | |||
| -2.30% | Dec 2006 | Dec 2006 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Betterment Robo Advisor 10 Portfolio | US Inflation Protection Portfolio |
|---|---|---|
| 2022 |
-4.96% | -5.19% |
| 2021 |
+0.88% | +5.67% |
| 2020 |
+4.71% | +10.84% |
| 2019 |
+6.61% | +8.35% |
| 2018 |
+0.02% | -1.42% |
| 2017 |
+3.34% | +2.92% |
| 2016 |
+2.45% | +4.68% |
| 2015 |
+0.10% | -1.75% |
| 2014 |
+1.76% | +3.59% |
| 2013 |
+1.99% | -8.49% |
| 2012 |
+3.35% | +6.39% |
| 2011 |
+1.84% | +13.28% |
| 2010 |
+4.56% | +6.14% |
| 2009 |
+5.43% | +8.94% |
| 2008 |
+1.51% | +0.04% |
| 2007 |
+7.32% | +11.92% |
| 2006 |
+5.96% | +0.28% |
| 2005 |
+3.37% | +2.49% |
| 2004 |
+3.50% | +8.28% |
| 2003 |
+7.36% | +8.00% |
| 2002 |
+5.59% | +16.61% |
| 2001 |
+6.78% | +7.61% |
| 2000 |
+7.31% | +17.65% |
| 1999 |
+5.47% | -4.47% |
| 1998 |
+7.51% | +9.27% |
| 1997 |
+7.18% | +12.71% |
| 1996 |
+6.42% | +1.33% |
| 1995 |
+14.22% | +23.02% |
| 1994 |
-1.25% | -6.25% |
| 1993 |
+10.54% | +15.75% |
| 1992 |
+6.61% | +8.74% |