Betterment Robo Advisor 100 vs Merrill Lynch Edge Select Aggressive Portfolio Comparison

Last Update: 29 February 2024

The Betterment Robo Advisor 100 Portfolio obtained a 8.20% compound annual return, with a 15.80% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Aggressive Portfolio obtained a 8.37% compound annual return, with a 13.26% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Merrill Lynch Edge Select Aggressive Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 84%
Fixed Income 0% 16%
Commodities 0% 0%
30 Years Stats Return +8.20% +8.37%
Std Dev 15.80% 13.26%
Max Drawdown -54.55% -45.65%
All time Stats
(Since Jan 1985)
Return +10.67% +10.47%
Std Dev 15.82% 13.38%
Max Drawdown -54.55% -45.65%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Betterment Robo Advisor 100 Portfolio +4.05 +9.85 +17.00 +9.07 +7.91 +8.20 +10.67
Merrill Lynch Edge Select Aggressive Portfolio +3.75 +10.09 +21.04 +9.83 +8.46 +8.37 +10.47
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since March 1994, now would be worth 10.64$, with a total return of 963.72% (8.20% annualized).

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since March 1994, now would be worth 11.14$, with a total return of 1014.30% (8.37% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1985, now would be worth 53.07$, with a total return of 5207.42% (10.67% annualized).

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since January 1985, now would be worth 49.45$, with a total return of 4844.96% (10.47% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Betterment Robo Advisor 100 Portfolio
Merrill Lynch Edge Select Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-54.55% Nov 2007 Feb 2009 (16) Jan 2013 (63) 23.78
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-24.17% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.06
-24.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.42
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-7.41% Apr 2012 May 2012 (2) Sep 2012 (6) 3.38
-7.28% Sep 1994 Jan 1995 (5) May 1995 (9) 4.25
-6.42% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.99
-6.20% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.62
-5.32% May 2019 May 2019 (1) Jun 2019 (2) 3.07

Drawdown comparison chart since January 1985.

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Betterment Robo Advisor 100 Portfolio
Merrill Lynch Edge Select Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-54.55% Nov 2007 Feb 2009 (16) Jan 2013 (63) 23.78
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-25.46% Sep 1987 Nov 1987 (3) Jan 1989 (17) 12.72
-24.17% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.06
-24.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.42
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-22.86% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-20.93% Jan 1990 Sep 1990 (9) Feb 1991 (14) 10.33
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-15.96% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.08
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-8.72% Jan 1990 Apr 1990 (4) Jun 1990 (6) 5.23

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+3.21%
-0.80%
+3.53%
-0.21%
2023
+17.92%
-10.44%
+21.48%
-8.85%
2022
-15.26%
-24.17%
-17.87%
-23.81%
2021
+18.02%
-3.75%
+15.74%
-3.70%
2020
+12.47%
-24.14%
+17.62%
-17.64%
2019
+25.35%
-6.47%
+24.61%
-5.32%
2018
-10.13%
-14.58%
-6.88%
-11.27%
2017
+23.37%
0.00%
+21.70%
0.00%
2016
+11.17%
-6.32%
+9.21%
-4.97%
2015
-3.25%
-11.66%
-1.81%
-9.34%
2014
+4.80%
-4.57%
+6.27%
-3.59%
2013
+25.26%
-2.77%
+20.62%
-2.29%
2012
+17.46%
-9.49%
+15.28%
-7.41%
2011
-5.87%
-21.44%
-2.72%
-16.85%
2010
+15.28%
-12.96%
+14.37%
-10.38%
2009
+33.82%
-19.82%
+30.72%
-15.46%
2008
-39.26%
-42.29%
-32.45%
-35.23%
2007
+8.88%
-6.67%
+10.67%
-4.82%
2006
+21.56%
-4.63%
+16.89%
-3.81%
2005
+12.96%
-5.00%
+9.86%
-4.16%
2004
+18.09%
-4.14%
+13.59%
-3.69%
2003
+38.64%
-5.78%
+30.43%
-3.69%
2002
-16.20%
-24.90%
-14.01%
-20.65%
2001
-10.62%
-23.72%
-9.00%
-19.93%
2000
-8.25%
-13.29%
-8.67%
-12.07%
1999
+29.44%
-3.30%
+23.19%
-2.88%
1998
+11.29%
-20.12%
+18.05%
-13.97%
1997
+15.46%
-6.42%
+17.27%
-6.20%
1996
+15.79%
-5.24%
+15.00%
-3.98%
1995
+21.40%
-2.18%
+23.68%
-0.91%
1994
-0.71%
-8.30%
+0.50%
-7.08%
1993
+31.23%
-4.22%
+21.88%
-3.14%
1992
+2.17%
-4.49%
+3.09%
-3.48%
1991
+38.61%
-5.51%
+34.86%
-4.62%
1990
-12.28%
-20.93%
-6.03%
-15.96%
1989
+33.54%
-3.73%
+30.19%
-2.36%
1988
+24.10%
-3.67%
+18.97%
-3.56%
1987
+2.12%
-25.46%
+4.52%
-22.86%
1986
+28.15%
-5.66%
+25.81%
-5.82%
1985
+38.11%
-3.15%
+34.45%
-2.58%