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

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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

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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
(*) 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).

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.

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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.

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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.

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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%
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