Last Update: 31 August 2022

The Betterment Robo Advisor 100 Portfolio obtained a 8.60% compound annual return, with a 15.44% standard deviation, in the last 30 Years.

The Stocks/Bonds 80/20 Portfolio obtained a 9.13% compound annual return, with a 12.09% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +8.60% +9.13%
Std Dev 15.44% 12.09%
Max Drawdown -54.55% -41.09%

Last Update: 31 August 2022

Historical Returns as of Aug 31, 2022

Comparison period starts from March 1987

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Betterment Robo Advisor 100 Portfolio -3.86 -10.77 -14.75 +6.29 +8.87 +8.60 +8.95
Stocks/Bonds 80/20 Portfolio -3.53 -9.22 -13.09 +9.22 +10.52 +9.13 +9.17
(*) Returns over 1 year are annualized

Capital Growth as of Aug 31, 2022

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since September 1992, now would be worth 11871.36$, with a total return of 1087.14% (8.60% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since September 1992, now would be worth 13742.99$, with a total return of 1274.30% (9.13% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since March 1987, now would be worth 20989.77$, with a total return of 1998.98% (8.95% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since March 1987, now would be worth 22507.03$, with a total return of 2150.70% (9.17% annualized).

Drawdowns

Drawdown comparison chart since August 1992.

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Betterment Robo Advisor 100 Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-33.33% Sep 2000 Sep 2002
-24.14% Jan 2020 Mar 2020
-20.12% May 1998 Aug 1998
-19.13% Jan 2022 Jun 2022
-17.83% Jan 2022 Jun 2022
-16.53% Feb 2020 Mar 2020
-14.58% Feb 2018 Dec 2018
-13.95% Jul 1998 Aug 1998
-13.71% Jun 2015 Feb 2016
-13.35% May 2011 Sep 2011
-11.32% Oct 2018 Dec 2018
-8.30% Feb 1994 Mar 1994
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994
-6.90% Apr 2000 May 2000
-6.42% Aug 1997 Oct 1997
-5.24% Jun 1996 Jul 1996

Drawdown comparison chart since March 1987.

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Betterment Robo Advisor 100 Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-33.33% Sep 2000 Sep 2002
-25.33% Sep 1987 Nov 1987
-24.14% Jan 2020 Mar 2020
-23.91% Sep 1987 Nov 1987
-20.93% Jan 1990 Sep 1990
-20.12% May 1998 Aug 1998
-19.13% Jan 2022 Jun 2022
-17.83% Jan 2022 Jun 2022
-16.53% Feb 2020 Mar 2020
-14.58% Feb 2018 Dec 2018
-13.95% Jul 1998 Aug 1998
-13.71% Jun 2015 Feb 2016
-13.35% May 2011 Sep 2011
-12.23% Jun 1990 Oct 1990
-11.32% Oct 2018 Dec 2018
-8.30% Feb 1994 Mar 1994
-7.05% Jun 2015 Sep 2015

Yearly Returns

Yearly return comparison. Common historical serie start from March 1987.

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Year Betterment Robo Advisor 100 Portfolio Stocks/Bonds 80/20 Portfolio
2022
-16.16% -15.90%
2021
+18.02% +20.16%
2020
+12.47% +18.36%
2019
+25.35% +26.30%
2018
-10.13% -4.19%
2017
+23.37% +17.68%
2016
+11.17% +10.77%
2015
-3.25% +0.40%
2014
+4.80% +11.20%
2013
+25.26% +26.34%
2012
+17.46% +13.79%
2011
-5.87% +2.36%
2010
+15.28% +15.18%
2009
+33.82% +23.84%
2008
-39.26% -28.21%
2007
+8.88% +5.68%
2006
+21.56% +13.41%
2005
+12.96% +5.53%
2004
+18.09% +11.08%
2003
+38.64% +25.40%
2002
-16.20% -14.73%
2001
-10.62% -7.09%
2000
-8.25% -6.18%
1999
+29.44% +18.90%
1998
+11.29% +20.33%
1997
+15.46% +26.68%
1996
+15.79% +17.49%
1995
+21.40% +32.26%
1994
-0.71% -0.67%
1993
+31.23% +10.44%
1992
+2.17% +8.71%
1991
+38.61% +28.96%
1990
-12.28% -3.13%
1989
+33.54% +25.22%
1988
+24.10% +15.32%
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