Last Update: 30 April 2024
The Betterment Robo Advisor 100 Portfolio obtained a 8.29% compound annual return, with a 15.78% standard deviation, in the last 30 Years.
The Paul Farrell Second Grader's Starter Portfolio obtained a 8.32% compound annual return, with a 13.87% standard deviation, in the last 30 Years.
Summary
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| Betterment Robo Advisor 100 Portfolio | Paul Farrell Second Grader's Starter Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 90% |
| Fixed Income | 0% | 10% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.29% | +8.32% |
| Std Dev | 15.78% | 13.87% | |
| Max Drawdown | -54.55% | -48.52% | |
| All time Stats (Since Jan 1976) |
Return | +11.11% | +10.43% |
| Std Dev | 15.61% | 13.71% | |
| Max Drawdown | -54.55% | -48.52% | |
| Last Update: 30 April 2024 | |||
Historical Returns as of Apr 30, 2024
Comparison period starts from January 1976
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Betterment Robo Advisor 100 Portfolio | -3.55 | +18.04 | +13.68 | +8.15 | +7.72 | +8.29 | +11.11 |
| Paul Farrell Second Grader's Starter Portfolio | -3.62 | +17.78 | +15.57 | +9.00 | +8.49 | +8.32 | +10.43 |
| Return over 1 year are annualized. |
Capital Growth as of Apr 30, 2024
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since May 1994,
now would be worth 10.92$, with a total return of 992.05%
(8.29% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since May 1994, now would be worth 10.98$, with a total return of 998.42% (8.32% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since May 1994, now would be worth 10.98$, with a total return of 998.42% (8.32% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1976,
now would be worth 163.03$, with a total return of 16202.63%
(11.11% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1976, now would be worth 121.16$, with a total return of 12016.17% (10.43% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1976, now would be worth 121.16$, with a total return of 12016.17% (10.43% annualized).
Drawdowns
Drawdown comparison chart since May 1994.
Swipe left to see all data
|
Betterment Robo Advisor 100 Portfolio
|
Paul Farrell Second Grader's Starter 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 | |||||
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -37.03% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 18.95 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -24.17% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.06 | |||||
| -24.14% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 10.42 | |||||
| -20.12% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 8.44 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -14.58% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.53 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -13.71% | Jun 2015 | Feb 2016 (9) | Sep 2016 (16) | 6.99 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -7.28% | Sep 1994 | Jan 1995 (5) | May 1995 (9) | 4.25 | |||||
| -6.42% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 3.99 | |||||
| -5.44% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.14 | |||||
| -5.24% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 2.67 | |||||
| -5.17% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 3.49 | |||||
| -5.06% | Jan 2000 | Jan 2000 (1) | Mar 2000 (3) | 3.13 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Betterment Robo Advisor 100 Portfolio
|
Paul Farrell Second Grader's Starter 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 | |||||
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -37.03% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 18.95 | |||||
| -25.46% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 12.72 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -24.17% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.06 | |||||
| -24.14% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 10.42 | |||||
| -23.14% | Dec 1980 | Jul 1982 (20) | Nov 1982 (24) | 10.76 | |||||
| -21.75% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.60 | |||||
| -20.93% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 10.33 | |||||
| -20.12% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 8.44 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -17.61% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 8.79 | |||||
| -16.95% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.77 | |||||
| -14.58% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.53 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -13.71% | Jun 2015 | Feb 2016 (9) | Sep 2016 (16) | 6.99 | |||||
| -12.44% | Feb 1980 | Mar 1980 (2) | Jul 1980 (6) | 5.77 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+2.97%
|
-3.55% |
+3.24%
|
-3.62% |
| 2023 |
+17.92%
|
-10.44% |
+20.93%
|
-9.14% |
| 2022 |
-15.26%
|
-24.17% |
-17.70%
|
-24.21% |
| 2021 |
+18.02%
|
-3.75% |
+17.70%
|
-3.84% |
| 2020 |
+12.47%
|
-24.14% |
+16.72%
|
-19.32% |
| 2019 |
+25.35%
|
-6.47% |
+25.83%
|
-5.44% |
| 2018 |
-10.13%
|
-14.58% |
-7.40%
|
-11.99% |
| 2017 |
+23.37%
|
0.00% |
+21.30%
|
0.00% |
| 2016 |
+11.17%
|
-6.32% |
+9.42%
|
-5.60% |
| 2015 |
-3.25%
|
-11.66% |
-1.16%
|
-9.62% |
| 2014 |
+4.80%
|
-4.57% |
+6.75%
|
-3.49% |
| 2013 |
+25.26%
|
-2.77% |
+24.11%
|
-2.56% |
| 2012 |
+17.46%
|
-9.49% |
+15.86%
|
-7.88% |
| 2011 |
-5.87%
|
-21.44% |
-2.83%
|
-17.88% |
| 2010 |
+15.28%
|
-12.96% |
+14.62%
|
-11.38% |
| 2009 |
+33.82%
|
-19.82% |
+28.98%
|
-17.20% |
| 2008 |
-39.26%
|
-42.29% |
-34.54%
|
-37.04% |
| 2007 |
+8.88%
|
-6.67% |
+8.57%
|
-5.03% |
| 2006 |
+21.56%
|
-4.63% |
+17.83%
|
-3.36% |
| 2005 |
+12.96%
|
-5.00% |
+8.70%
|
-3.82% |
| 2004 |
+18.09%
|
-4.14% |
+14.35%
|
-3.09% |
| 2003 |
+38.64%
|
-5.78% |
+30.95%
|
-4.37% |
| 2002 |
-16.20%
|
-24.90% |
-15.98%
|
-22.25% |
| 2001 |
-10.62%
|
-23.72% |
-11.78%
|
-21.62% |
| 2000 |
-8.25%
|
-13.29% |
-9.89%
|
-14.07% |
| 1999 |
+29.44%
|
-3.30% |
+23.19%
|
-3.08% |
| 1998 |
+11.29%
|
-20.12% |
+19.50%
|
-14.32% |
| 1997 |
+15.46%
|
-6.42% |
+19.31%
|
-4.84% |
| 1996 |
+15.79%
|
-5.24% |
+14.34%
|
-4.50% |
| 1995 |
+21.40%
|
-2.18% |
+24.48%
|
-1.28% |
| 1994 |
-0.71%
|
-8.30% |
+2.56%
|
-5.09% |
| 1993 |
+31.23%
|
-4.22% |
+16.32%
|
-4.22% |
| 1992 |
+2.17%
|
-4.49% |
+1.74%
|
-4.65% |
| 1991 |
+38.61%
|
-5.51% |
+23.80%
|
-4.67% |
| 1990 |
-12.28%
|
-20.93% |
-10.22%
|
-16.95% |
| 1989 |
+33.54%
|
-3.73% |
+22.09%
|
-2.57% |
| 1988 |
+24.10%
|
-3.67% |
+18.82%
|
-3.47% |
| 1987 |
+2.12%
|
-25.46% |
+10.87%
|
-21.75% |
| 1986 |
+28.15%
|
-5.66% |
+29.27%
|
-5.18% |
| 1985 |
+38.11%
|
-3.15% |
+36.18%
|
-2.85% |
| 1984 |
+6.89%
|
-6.80% |
+3.66%
|
-8.18% |
| 1983 |
+23.93%
|
-2.67% |
+21.23%
|
-3.07% |
| 1982 |
+8.68%
|
-17.47% |
+14.99%
|
-12.58% |
| 1981 |
-3.48%
|
-12.17% |
-2.74%
|
-11.40% |
| 1980 |
+24.52%
|
-12.44% |
+27.18%
|
-10.99% |
| 1979 |
+19.37%
|
-7.99% |
+17.88%
|
-7.18% |
| 1978 |
+16.43%
|
-9.58% |
+14.57%
|
-8.59% |
| 1977 |
+5.87%
|
-3.49% |
+2.89%
|
-4.35% |
| 1976 |
+20.93%
|
-3.25% |
+17.93%
|
-2.79% |
