Last Update: 31 August 2022

The Betterment Robo Advisor 100 Portfolio obtained a 8.60% compound annual return, with a 15.44% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 9.29% compound annual return, with a 14.02% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +8.60% +9.29%
Std Dev 15.44% 14.02%
Max Drawdown -54.55% -52.63%

Last Update: 31 August 2022

Historical Returns as of Aug 31, 2022

Comparison period starts from March 1987

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Betterment Robo Advisor 100 Portfolio -3.86 -10.77 -14.75 +6.29 +8.87 +8.60 +8.95
Aggressive Global Income Portfolio -4.21 -8.64 -8.39 +3.90 +6.39 +9.29 +8.98
(*) Returns over 1 year are annualized

Capital Growth as of Aug 31, 2022

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since September 1992, now would be worth 11871.36$, with a total return of 1087.14% (8.60% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since September 1992, now would be worth 14373.30$, with a total return of 1337.33% (9.29% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since March 1987, now would be worth 20989.77$, with a total return of 1998.98% (8.95% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since March 1987, now would be worth 21146.04$, with a total return of 2014.60% (8.98% annualized).

Drawdowns

Drawdown comparison chart since August 1992.

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Betterment Robo Advisor 100 Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-52.63% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-24.14% Jan 2020 Mar 2020
-23.84% Jan 2020 Mar 2020
-20.12% May 1998 Aug 1998
-17.83% Jan 2022 Jun 2022
-17.13% May 2011 Sep 2011
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.63% May 2015 Jan 2016
-10.76% Jan 2022 Jun 2022
-9.93% Feb 2018 Dec 2018
-8.30% Feb 1994 Mar 1994
-6.42% Aug 1997 Oct 1997
-5.80% Apr 2004 Apr 2004
-5.24% Jun 1996 Jul 1996

Drawdown comparison chart since March 1987.

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Betterment Robo Advisor 100 Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-52.63% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-25.33% Sep 1987 Nov 1987
-24.14% Jan 2020 Mar 2020
-23.84% Jan 2020 Mar 2020
-20.93% Jan 1990 Sep 1990
-20.33% Sep 1987 Nov 1987
-20.12% May 1998 Aug 1998
-19.34% Jan 1990 Sep 1990
-17.83% Jan 2022 Jun 2022
-17.13% May 2011 Sep 2011
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.63% May 2015 Jan 2016
-10.76% Jan 2022 Jun 2022
-9.93% Feb 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from March 1987.

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Year Betterment Robo Advisor 100 Portfolio Aggressive Global Income Portfolio
2022
-16.16% -10.58%
2021
+18.02% +17.07%
2020
+12.47% -1.13%
2019
+25.35% +19.97%
2018
-10.13% -8.07%
2017
+23.37% +13.53%
2016
+11.17% +18.29%
2015
-3.25% -6.99%
2014
+4.80% +3.96%
2013
+25.26% +19.30%
2012
+17.46% +12.95%
2011
-5.87% +0.62%
2010
+15.28% +14.37%
2009
+33.82% +33.97%
2008
-39.26% -34.21%
2007
+8.88% +3.78%
2006
+21.56% +23.12%
2005
+12.96% +12.89%
2004
+18.09% +15.91%
2003
+38.64% +33.93%
2002
-16.20% -7.75%
2001
-10.62% +5.43%
2000
-8.25% +0.11%
1999
+29.44% +41.89%
1998
+11.29% +10.70%
1997
+15.46% +17.80%
1996
+15.79% +13.23%
1995
+21.40% +21.51%
1994
-0.71% +2.43%
1993
+31.23% +19.55%
1992
+2.17% +4.78%
1991
+38.61% +27.42%
1990
-12.28% -14.05%
1989
+33.54% +16.55%
1988
+24.10% +20.36%
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