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 Stocks/Bonds 60/40 Momentum Portfolio obtained a 9.67% compound annual return, with a 9.35% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Stocks/Bonds 60/40 Momentum Portfolio
Risk Very High High
Asset Allocation Stocks 100% 60%
Fixed Income 0% 40%
Commodities 0% 0%
30 Years Stats Return +8.52% +9.67%
Std Dev 15.60% 9.35%
Max Drawdown -54.55% -32.52%

Last Update: 31 October 2022

Historical Returns as of Oct 31, 2022

Comparison period starts from January 1982

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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 +10.55
Stocks/Bonds 60/40 Momentum Portfolio +6.54 -1.92 -19.26 +5.50 +8.85 +9.67 +11.13
(*) 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).

Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1000$, since November 1992, now would be worth 15960.82$, with a total return of 1496.08% (9.67% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since January 1982, now would be worth 60147.14$, with a total return of 5914.71% (10.55% annualized).

Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1000$, since January 1982, now would be worth 74462.49$, with a total return of 7346.25% (11.13% annualized).

Drawdowns

Drawdown comparison chart since October 1992.

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Betterment Robo Advisor 100 Portfolio
Stocks/Bonds 60/40 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-32.52% Nov 2007 Feb 2009
-24.21% Nov 2021 Sep 2022
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-21.14% Sep 2000 Sep 2002
-20.12% May 1998 Aug 1998
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-10.73% Feb 2020 Mar 2020
-9.29% Oct 2018 Dec 2018
-8.30% Feb 1994 Mar 1994
-7.14% May 2011 Sep 2011
-6.78% Aug 1998 Aug 1998
-6.42% Aug 1997 Oct 1997
-6.35% Feb 1994 Jun 1994
-5.24% Jun 1996 Jul 1996
-5.20% Sep 2020 Oct 2020
-5.06% Jan 2000 Jan 2000

Drawdown comparison chart since January 1982.

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Betterment Robo Advisor 100 Portfolio
Stocks/Bonds 60/40 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-32.52% Nov 2007 Feb 2009
-25.46% Sep 1987 Nov 1987
-24.21% Nov 2021 Sep 2022
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-21.14% Sep 2000 Sep 2002
-20.93% Jan 1990 Sep 1990
-20.12% May 1998 Aug 1998
-20.08% Sep 1987 Nov 1987
-17.47% Jan 1982 Jul 1982
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-10.73% Feb 2020 Mar 2020
-9.29% Oct 2018 Dec 2018
-8.30% Feb 1994 Mar 1994
-7.66% Aug 1990 Sep 1990
-7.55% Dec 1983 May 1984
-7.54% Dec 1983 May 1984

Yearly Returns

Yearly return comparison. Common historical serie start from January 1982.

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Year Betterment Robo Advisor 100 Portfolio Stocks/Bonds 60/40 Momentum Portfolio
2022
-18.82% -16.86%
2021
+18.02% +7.27%
2020
+12.47% +20.99%
2019
+25.35% +19.89%
2018
-10.13% -1.04%
2017
+23.37% +23.93%
2016
+11.17% +4.01%
2015
-3.25% +5.58%
2014
+4.80% +11.10%
2013
+25.26% +19.91%
2012
+17.46% +10.22%
2011
-5.87% +6.73%
2010
+15.28% +13.29%
2009
+33.82% +11.92%
2008
-39.26% -21.83%
2007
+8.88% +13.35%
2006
+21.56% +8.04%
2005
+12.96% +12.44%
2004
+18.09% +11.72%
2003
+38.64% +17.18%
2002
-16.20% -4.07%
2001
-10.62% -7.04%
2000
-8.25% -1.21%
1999
+29.44% +23.95%
1998
+11.29% +32.69%
1997
+15.46% +25.89%
1996
+15.79% +19.33%
1995
+21.40% +32.67%
1994
-0.71% -1.72%
1993
+31.23% +11.81%
1992
+2.17% +5.45%
1991
+38.61% +28.24%
1990
-12.28% +4.36%
1989
+33.54% +31.11%
1988
+24.10% +7.18%
1987
+2.12% +2.02%
1986
+28.15% +19.66%
1985
+38.11% +28.33%
1984
+6.89% +5.51%
1983
+23.93% +12.26%
1982
+8.68% +30.72%
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