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 80/20 Momentum Portfolio obtained a 11.15% compound annual return, with a 12.13% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Stocks/Bonds 80/20 Momentum Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +8.52% +11.15%
Std Dev 15.60% 12.13%
Max Drawdown -54.55% -43.61%

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 80/20 Momentum Portfolio +9.45 -0.23 -20.35 +7.41 +11.47 +11.15 +12.42
(*) 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 80/20 Momentum Portfolio: an investment of 1000$, since November 1992, now would be worth 23819.72$, with a total return of 2281.97% (11.15% 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 80/20 Momentum Portfolio: an investment of 1000$, since January 1982, now would be worth 119232.03$, with a total return of 11823.20% (12.42% annualized).

Drawdowns

Drawdown comparison chart since October 1992.

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Betterment Robo Advisor 100 Portfolio
Stocks/Bonds 80/20 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-43.61% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-32.75% Sep 2000 Sep 2002
-27.23% Nov 2021 Sep 2022
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-20.12% May 1998 Aug 1998
-14.58% Feb 2018 Dec 2018
-14.33% Feb 2020 Mar 2020
-13.71% Jun 2015 Feb 2016
-12.46% Oct 2018 Dec 2018
-9.24% Aug 1998 Aug 1998
-8.30% Feb 1994 Mar 1994
-6.80% Feb 1994 Jun 1994
-6.55% Sep 2020 Oct 2020
-6.42% Aug 1997 Oct 1997
-6.22% Aug 2015 Sep 2015
-5.24% Jun 1996 Jul 1996
-5.19% Apr 2012 May 2012

Drawdown comparison chart since January 1982.

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Betterment Robo Advisor 100 Portfolio
Stocks/Bonds 80/20 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-43.61% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-32.75% Sep 2000 Sep 2002
-27.23% Nov 2021 Sep 2022
-25.63% Sep 1987 Nov 1987
-25.46% Sep 1987 Nov 1987
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-20.93% Jan 1990 Sep 1990
-20.12% May 1998 Aug 1998
-17.47% Jan 1982 Jul 1982
-14.58% Feb 2018 Dec 2018
-14.33% Feb 2020 Mar 2020
-13.71% Jun 2015 Feb 2016
-12.46% Oct 2018 Dec 2018
-10.02% Aug 1990 Sep 1990
-9.41% Jul 1983 May 1984
-9.24% Aug 1998 Aug 1998
-8.30% Feb 1994 Mar 1994

Yearly Returns

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

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Year Betterment Robo Advisor 100 Portfolio Stocks/Bonds 80/20 Momentum Portfolio
2022
-18.82% -17.32%
2021
+18.02% +10.32%
2020
+12.47% +25.42%
2019
+25.35% +23.57%
2018
-10.13% -1.35%
2017
+23.37% +30.71%
2016
+11.17% +4.51%
2015
-3.25% +7.25%
2014
+4.80% +12.86%
2013
+25.26% +27.24%
2012
+17.46% +12.58%
2011
-5.87% +6.33%
2010
+15.28% +15.66%
2009
+33.82% +14.68%
2008
-39.26% -31.40%
2007
+8.88% +15.50%
2006
+21.56% +9.30%
2005
+12.96% +15.79%
2004
+18.09% +14.21%
2003
+38.64% +21.59%
2002
-16.20% -8.17%
2001
-10.62% -12.19%
2000
-8.25% -5.41%
1999
+29.44% +32.18%
1998
+11.29% +40.72%
1997
+15.46% +31.37%
1996
+15.79% +24.58%
1995
+21.40% +37.49%
1994
-0.71% -1.40%
1993
+31.23% +12.52%
1992
+2.17% +4.88%
1991
+38.61% +32.57%
1990
-12.28% +2.93%
1989
+33.54% +36.94%
1988
+24.10% +7.13%
1987
+2.12% +2.18%
1986
+28.15% +21.18%
1985
+38.11% +30.36%
1984
+6.89% +2.34%
1983
+23.93% +14.60%
1982
+8.68% +30.58%
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