Last Update: 31 March 2024
The Betterment Robo Advisor 100 Portfolio obtained a 8.52% compound annual return, with a 15.76% standard deviation, in the last 30 Years.
The Stocks/Bonds 60/40 Momentum Portfolio obtained a 9.98% compound annual return, with a 9.57% standard deviation, in the last 30 Years.
Summary
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| Betterment Robo Advisor 100 Portfolio | Stocks/Bonds 60/40 Momentum Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 100% | 60% |
| Fixed Income | 0% | 40% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.52% | +9.98% |
| Std Dev | 15.76% | 9.57% | |
| Max Drawdown | -54.55% | -32.52% | |
| All time Stats (Since Jan 1982) |
Return | +10.90% | +11.24% |
| Std Dev | 15.74% | 9.89% | |
| Max Drawdown | -54.55% | -32.52% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1982
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Betterment Robo Advisor 100 Portfolio | +3.43 | +18.59 | +19.20 | +9.66 | +8.17 | +8.52 | +10.90 |
| Stocks/Bonds 60/40 Momentum Portfolio | +2.17 | +22.75 | +21.53 | +7.57 | +8.75 | +9.98 | +11.24 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since April 1994,
now would be worth 11.61$, with a total return of 1060.95%
(8.52% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 17.36$, with a total return of 1635.93% (9.98% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 17.36$, with a total return of 1635.93% (9.98% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1982,
now would be worth 79.04$, with a total return of 7803.70%
(10.90% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 90.04$, with a total return of 8904.44% (11.24% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 90.04$, with a total return of 8904.44% (11.24% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Betterment Robo Advisor 100 Portfolio
|
Stocks/Bonds 60/40 Momentum 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 | |||||
| -37.03% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 18.95 | |||||
| -32.52% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 15.23 | |||||
| -24.21% | Nov 2021 | Sep 2022 (11) | In progress (29) | 16.25 | |||||
| -24.17% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.06 | |||||
| -24.14% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 10.42 | |||||
| -21.14% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 12.11 | |||||
| -20.12% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 8.44 | |||||
| -14.58% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.53 | |||||
| -13.71% | Jun 2015 | Feb 2016 (9) | Sep 2016 (16) | 6.99 | |||||
| -10.73% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.89 | |||||
| -9.29% | Oct 2018 | Dec 2018 (3) | Jun 2019 (9) | 4.52 | |||||
| -7.28% | Sep 1994 | Jan 1995 (5) | May 1995 (9) | 4.25 | |||||
| -7.14% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.68 | |||||
| -6.78% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 3.54 | |||||
| -6.42% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 3.99 | |||||
| -5.24% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 2.67 | |||||
| -5.20% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.87 | |||||
| -5.06% | Jan 2000 | Jan 2000 (1) | Mar 2000 (3) | 3.13 | |||||
| -5.00% | Mar 2005 | Apr 2005 (2) | Jul 2005 (5) | 2.61 | |||||
Drawdown comparison chart since January 1982.
Swipe left to see all data
|
Betterment Robo Advisor 100 Portfolio
|
Stocks/Bonds 60/40 Momentum 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 | |||||
| -37.03% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 18.95 | |||||
| -32.52% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 15.23 | |||||
| -25.46% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 12.72 | |||||
| -24.21% | Nov 2021 | Sep 2022 (11) | In progress (29) | 16.25 | |||||
| -24.17% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.06 | |||||
| -24.14% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 10.42 | |||||
| -21.14% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 12.11 | |||||
| -20.93% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 10.33 | |||||
| -20.12% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 8.44 | |||||
| -20.08% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 11.04 | |||||
| -17.47% | Jan 1982 | Jul 1982 (7) | Oct 1982 (10) | 9.52 | |||||
| -14.58% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.53 | |||||
| -13.71% | Jun 2015 | Feb 2016 (9) | Sep 2016 (16) | 6.99 | |||||
| -10.73% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.89 | |||||
| -9.29% | Oct 2018 | Dec 2018 (3) | Jun 2019 (9) | 4.52 | |||||
| -8.30% | Feb 1994 | Mar 1994 (2) | May 1995 (16) | 4.76 | |||||
| -7.66% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 4.58 | |||||
| -7.55% | Dec 1983 | May 1984 (6) | Aug 1984 (9) | 4.20 | |||||
| -7.54% | Dec 1983 | May 1984 (6) | Aug 1984 (9) | 3.90 | |||||
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 |
+6.76%
|
-0.80% |
+11.43%
|
0.00% |
| 2023 |
+17.92%
|
-10.44% |
+7.66%
|
-5.48% |
| 2022 |
-15.26%
|
-24.17% |
-16.20%
|
-21.97% |
| 2021 |
+18.02%
|
-3.75% |
+7.27%
|
-2.88% |
| 2020 |
+12.47%
|
-24.14% |
+20.99%
|
-10.73% |
| 2019 |
+25.35%
|
-6.47% |
+19.89%
|
-0.92% |
| 2018 |
-10.13%
|
-14.58% |
-1.04%
|
-9.29% |
| 2017 |
+23.37%
|
0.00% |
+23.93%
|
0.00% |
| 2016 |
+11.17%
|
-6.32% |
+4.01%
|
-3.57% |
| 2015 |
-3.25%
|
-11.66% |
+5.58%
|
-4.61% |
| 2014 |
+4.80%
|
-4.57% |
+11.10%
|
-2.40% |
| 2013 |
+25.26%
|
-2.77% |
+19.91%
|
-2.13% |
| 2012 |
+17.46%
|
-9.49% |
+10.22%
|
-3.51% |
| 2011 |
-5.87%
|
-21.44% |
+6.73%
|
-7.14% |
| 2010 |
+15.28%
|
-12.96% |
+13.29%
|
-6.43% |
| 2009 |
+33.82%
|
-19.82% |
+11.92%
|
-12.79% |
| 2008 |
-39.26%
|
-42.29% |
-21.83%
|
-24.08% |
| 2007 |
+8.88%
|
-6.67% |
+13.35%
|
-1.41% |
| 2006 |
+21.56%
|
-4.63% |
+8.04%
|
-2.23% |
| 2005 |
+12.96%
|
-5.00% |
+12.44%
|
-0.99% |
| 2004 |
+18.09%
|
-4.14% |
+11.72%
|
-2.06% |
| 2003 |
+38.64%
|
-5.78% |
+17.18%
|
-1.95% |
| 2002 |
-16.20%
|
-24.90% |
-4.07%
|
-11.25% |
| 2001 |
-10.62%
|
-23.72% |
-7.04%
|
-13.57% |
| 2000 |
-8.25%
|
-13.29% |
-1.21%
|
-6.50% |
| 1999 |
+29.44%
|
-3.30% |
+23.95%
|
-1.65% |
| 1998 |
+11.29%
|
-20.12% |
+32.69%
|
-6.78% |
| 1997 |
+15.46%
|
-6.42% |
+25.89%
|
-3.48% |
| 1996 |
+15.79%
|
-5.24% |
+19.33%
|
-2.32% |
| 1995 |
+21.40%
|
-2.18% |
+32.67%
|
0.00% |
| 1994 |
-0.71%
|
-8.30% |
-1.72%
|
-6.35% |
| 1993 |
+31.23%
|
-4.22% |
+11.81%
|
-0.99% |
| 1992 |
+2.17%
|
-4.49% |
+5.45%
|
-2.52% |
| 1991 |
+38.61%
|
-5.51% |
+28.24%
|
-2.57% |
| 1990 |
-12.28%
|
-20.93% |
+4.36%
|
-7.66% |
| 1989 |
+33.54%
|
-3.73% |
+31.11%
|
-1.20% |
| 1988 |
+24.10%
|
-3.67% |
+7.18%
|
-3.36% |
| 1987 |
+2.12%
|
-25.46% |
+2.02%
|
-20.08% |
| 1986 |
+28.15%
|
-5.66% |
+19.66%
|
-5.55% |
| 1985 |
+38.11%
|
-3.15% |
+28.33%
|
-1.52% |
| 1984 |
+6.89%
|
-6.80% |
+5.51%
|
-7.11% |
| 1983 |
+23.93%
|
-2.67% |
+12.26%
|
-3.09% |
| 1982 |
+8.68%
|
-17.47% |
+30.72%
|
-2.23% |
