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 Vanguard LifeStrategy Income Fund Portfolio obtained a 5.98% compound annual return, with a 4.32% standard deviation, in the last 30 Years.
Summary
| Betterment Robo Advisor 10 Portfolio | Vanguard LifeStrategy Income Fund Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 9.9% | 20% |
| Fixed Income | 90.1% | 80% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +4.52% | +5.98% |
| Std Dev | 2.44% | 4.32% | |
| Max Drawdown | -5.51% | -10.54% | |
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 |
| Vanguard LifeStrategy Income Fund Portfolio | -4.56 | -9.59 | -7.74 | +3.06 | +3.67 | +5.98 | +5.85 |
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).
Vanguard LifeStrategy Income Fund Portfolio: an investment of 1000$, since May 1992, now would be worth 5709.68$, with a total return of 470.97% (5.98% 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).
Vanguard LifeStrategy Income Fund Portfolio: an investment of 1000$, since January 1992, now would be worth 5607.23$, with a total return of 460.72% (5.85% annualized).
Drawdowns
Drawdown comparison chart since April 1992.
Betterment Robo Advisor 10 Portfolio |
Vanguard LifeStrategy Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -10.54% | May 2008 | Oct 2008 | |||
| -10.18% | Sep 2021 | Apr 2022 | |||
| -5.51% | Sep 2021 | Apr 2022 | |||
| -5.45% | Feb 1994 | Jun 1994 | |||
| -4.47% | Feb 2020 | Mar 2020 | |||
| -3.55% | Apr 2008 | Oct 2008 | |||
| -3.36% | May 2013 | Jun 2013 | |||
| -3.17% | Feb 1994 | Jun 1994 | |||
| -2.63% | Dec 1996 | Mar 1997 | |||
| -2.58% | Oct 2016 | Nov 2016 | |||
| -2.43% | May 2015 | Sep 2015 | |||
| -2.37% | Sep 2018 | Oct 2018 | |||
| -2.22% | Apr 2004 | May 2004 | |||
| -1.98% | Feb 1999 | Feb 1999 | |||
| -1.88% | Apr 2000 | May 2000 | |||
| -1.88% | Jun 2002 | Jul 2002 | |||
| -1.77% | May 1999 | Aug 1999 | |||
| -1.74% | Jul 2003 | Jul 2003 | |||
| -1.73% | Aug 1997 | Aug 1997 | |||
| -1.68% | Apr 2004 | Apr 2004 | |||
Drawdown comparison chart since January 1992.
Betterment Robo Advisor 10 Portfolio |
Vanguard LifeStrategy Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -10.54% | May 2008 | Oct 2008 | |||
| -10.18% | Sep 2021 | Apr 2022 | |||
| -5.51% | Sep 2021 | Apr 2022 | |||
| -5.45% | Feb 1994 | Jun 1994 | |||
| -4.47% | Feb 2020 | Mar 2020 | |||
| -3.55% | Apr 2008 | Oct 2008 | |||
| -3.36% | May 2013 | Jun 2013 | |||
| -3.17% | Feb 1994 | Jun 1994 | |||
| -2.63% | Dec 1996 | Mar 1997 | |||
| -2.58% | Oct 2016 | Nov 2016 | |||
| -2.43% | May 2015 | Sep 2015 | |||
| -2.37% | Sep 2018 | Oct 2018 | |||
| -2.36% | Jan 1992 | Mar 1992 | |||
| -2.22% | Apr 2004 | May 2004 | |||
| -1.98% | Feb 1999 | Feb 1999 | |||
| -1.88% | Apr 2000 | May 2000 | |||
| -1.88% | Jun 2002 | Jul 2002 | |||
| -1.77% | May 1999 | Aug 1999 | |||
| -1.74% | Jul 2003 | Jul 2003 | |||
| -1.73% | Aug 1997 | Aug 1997 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Betterment Robo Advisor 10 Portfolio | Vanguard LifeStrategy Income Fund Portfolio |
|---|---|---|
| 2022 |
-4.96% | -9.84% |
| 2021 |
+0.88% | +2.15% |
| 2020 |
+4.71% | +8.85% |
| 2019 |
+6.61% | +12.26% |
| 2018 |
+0.02% | -1.15% |
| 2017 |
+3.34% | +7.31% |
| 2016 |
+2.45% | +4.45% |
| 2015 |
+0.10% | +0.26% |
| 2014 |
+1.76% | +6.50% |
| 2013 |
+1.99% | +3.78% |
| 2012 |
+3.35% | +7.54% |
| 2011 |
+1.84% | +5.49% |
| 2010 |
+4.56% | +8.55% |
| 2009 |
+5.43% | +12.18% |
| 2008 |
+1.51% | -4.64% |
| 2007 |
+7.32% | +6.96% |
| 2006 |
+5.96% | +7.11% |
| 2005 |
+3.37% | +4.54% |
| 2004 |
+3.50% | +7.04% |
| 2003 |
+7.36% | +10.09% |
| 2002 |
+5.59% | +3.19% |
| 2001 |
+6.78% | +4.39% |
| 2000 |
+7.31% | +6.07% |
| 1999 |
+5.47% | +4.89% |
| 1998 |
+7.51% | +12.95% |
| 1997 |
+7.18% | +7.78% |
| 1996 |
+6.42% | +6.01% |
| 1995 |
+14.22% | +19.89% |
| 1994 |
-1.25% | -2.48% |
| 1993 |
+10.54% | +13.03% |
| 1992 |
+6.61% | +6.76% |