Last Update: 31 October 2022

The Betterment Robo Advisor 100 Portfolio obtained a 8.52% compound annual return, with a 15.60% standard deviation, in the last 30 Years.

The Burton Malkiel Mid-Fifties Portfolio obtained a 8.56% compound annual return, with a 12.76% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Burton Malkiel Mid-Fifties Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +8.52% +8.56%
Std Dev 15.60% 12.76%
Max Drawdown -54.55% -46.21%

Last Update: 31 October 2022

Historical Returns as of Oct 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Betterment Robo Advisor 100 Portfolio +7.05 -8.21 -17.87 +4.69 +8.27 +8.52 +10.37
Burton Malkiel Mid-Fifties Portfolio +4.35 -9.74 -19.14 +3.99 +6.73 +8.56 +9.96
(*) Returns over 1 year are annualized

Capital Growth as of Oct 31, 2022

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since November 1992, now would be worth 11625.02$, with a total return of 1062.50% (8.52% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1000$, since November 1992, now would be worth 11743.52$, with a total return of 1074.35% (8.56% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since January 1985, now would be worth 41776.31$, with a total return of 4077.63% (10.37% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1000$, since January 1985, now would be worth 36275.84$, with a total return of 3527.58% (9.96% annualized).

Drawdowns

Drawdown comparison chart since October 1992.

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Betterment Robo Advisor 100 Portfolio
Burton Malkiel Mid-Fifties Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-46.21% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-24.05% Jan 2022 Sep 2022
-20.12% May 1998 Aug 1998
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.61% Sep 2000 Sep 2001
-10.02% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016
-8.30% Feb 1994 Mar 1994
-8.22% Feb 1994 Jan 1995
-6.70% Apr 2004 Apr 2004
-6.42% Aug 1997 Oct 1997

Drawdown comparison chart since January 1985.

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Betterment Robo Advisor 100 Portfolio
Burton Malkiel Mid-Fifties Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-46.21% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-25.46% Sep 1987 Nov 1987
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-24.05% Jan 2022 Sep 2022
-21.56% Sep 1987 Nov 1987
-20.93% Jan 1990 Sep 1990
-20.12% May 1998 Aug 1998
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-16.09% Aug 1990 Sep 1990
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.61% Sep 2000 Sep 2001
-10.02% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Betterment Robo Advisor 100 Portfolio Burton Malkiel Mid-Fifties Portfolio
2022
-18.82% -20.74%
2021
+18.02% +15.75%
2020
+12.47% +11.71%
2019
+25.35% +23.79%
2018
-10.13% -7.10%
2017
+23.37% +19.19%
2016
+11.17% +8.92%
2015
-3.25% -2.27%
2014
+4.80% +8.09%
2013
+25.26% +14.67%
2012
+17.46% +15.47%
2011
-5.87% -0.94%
2010
+15.28% +15.05%
2009
+33.82% +29.23%
2008
-39.26% -30.43%
2007
+8.88% +7.08%
2006
+21.56% +21.13%
2005
+12.96% +11.28%
2004
+18.09% +15.92%
2003
+38.64% +33.06%
2002
-16.20% -8.20%
2001
-10.62% +1.81%
2000
-8.25% -1.81%
1999
+29.44% +18.47%
1998
+11.29% +6.91%
1997
+15.46% +14.24%
1996
+15.79% +18.61%
1995
+21.40% +20.11%
1994
-0.71% -3.32%
1993
+31.23% +27.74%
1992
+2.17% +3.26%
1991
+38.61% +37.79%
1990
-12.28% -6.91%
1989
+33.54% +30.29%
1988
+24.10% +18.85%
1987
+2.12% -1.62%
1986
+28.15% +21.09%
1985
+38.11% +30.20%
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