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 JL Collins Simple Path to Wealth Portfolio obtained a 8.74% compound annual return, with a 11.50% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio JL Collins Simple Path to Wealth Portfolio
Risk Very High High
Asset Allocation Stocks 100% 75%
Fixed Income 0% 25%
Commodities 0% 0%
30 Years Stats Return +8.52% +8.74%
Std Dev 15.60% 11.50%
Max Drawdown -54.55% -38.53%

Last Update: 31 October 2022

Historical Returns as of Oct 31, 2022

Comparison period starts from January 1976

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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 +10.93
JL Collins Simple Path to Wealth Portfolio +5.56 -5.72 -16.46 +7.37 +9.60 +8.74 +10.37
(*) 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).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since November 1992, now would be worth 12347.71$, with a total return of 1134.77% (8.74% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since January 1976, now would be worth 128624.41$, with a total return of 12762.44% (10.93% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1976, now would be worth 101729.62$, with a total return of 10072.96% (10.37% annualized).

Drawdowns

Drawdown comparison chart since October 1992.

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Betterment Robo Advisor 100 Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-38.53% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-30.50% Sep 2000 Sep 2002
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-22.24% Jan 2022 Sep 2022
-20.12% May 1998 Aug 1998
-15.46% Feb 2020 Mar 2020
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.02% Jul 1998 Aug 1998
-12.27% May 2011 Sep 2011
-10.58% Oct 2018 Dec 2018
-8.30% Feb 1994 Mar 1994
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-6.42% Aug 1997 Oct 1997
-5.24% Jun 1996 Jul 1996

Drawdown comparison chart since January 1976.

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Betterment Robo Advisor 100 Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-38.53% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-30.50% Sep 2000 Sep 2002
-25.46% Sep 1987 Nov 1987
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-23.27% Sep 1987 Nov 1987
-23.14% Dec 1980 Jul 1982
-22.24% Jan 2022 Sep 2022
-20.93% Jan 1990 Sep 1990
-20.12% May 1998 Aug 1998
-15.46% Feb 2020 Mar 2020
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.02% Jul 1998 Aug 1998
-12.44% Feb 1980 Mar 1980
-12.27% May 2011 Sep 2011
-11.23% Jun 1990 Oct 1990
-10.83% Dec 1980 Sep 1981

Yearly Returns

Yearly return comparison. Common historical serie start from January 1976.

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Year Betterment Robo Advisor 100 Portfolio JL Collins Simple Path to Wealth Portfolio
2022
-18.82% -17.91%
2021
+18.02% +18.79%
2020
+12.47% +17.70%
2019
+25.35% +25.21%
2018
-10.13% -3.94%
2017
+23.37% +16.80%
2016
+11.17% +10.25%
2015
-3.25% +0.41%
2014
+4.80% +10.86%
2013
+25.26% +24.56%
2012
+17.46% +13.13%
2011
-5.87% +2.71%
2010
+15.28% +14.62%
2009
+33.82% +22.58%
2008
-39.26% -26.02%
2007
+8.88% +5.76%
2006
+21.56% +12.84%
2005
+12.96% +5.33%
2004
+18.09% +10.65%
2003
+38.64% +24.06%
2002
-16.20% -13.29%
2001
-10.62% -6.12%
2000
-8.25% -5.08%
1999
+29.44% +17.67%
1998
+11.29% +19.59%
1997
+15.46% +25.61%
1996
+15.79% +16.62%
1995
+21.40% +31.38%
1994
-0.71% -0.79%
1993
+31.23% +10.39%
1992
+2.17% +8.62%
1991
+38.61% +28.11%
1990
-12.28% -2.40%
1989
+33.54% +24.50%
1988
+24.10% +14.83%
1987
+2.12% +2.34%
1986
+28.15% +14.71%
1985
+38.11% +29.02%
1984
+6.89% +5.39%
1983
+23.93% +18.30%
1982
+8.68% +23.16%
1981
-3.48% -0.76%
1980
+24.52% +25.59%
1979
+19.37% +19.52%
1978
+16.43% +6.63%
1977
+5.87% -2.26%
1976
+20.93% +23.29%
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