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
| 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
| 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 |
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.
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.
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.
| 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% |