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 Technology Portfolio obtained a 13.69% compound annual return, with a 23.72% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +8.60% +13.69%
Std Dev 15.44% 23.72%
Max Drawdown -54.55% -81.08%

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
Technology Portfolio -5.13 -13.44 -20.80 +16.21 +17.06 +13.69 +13.01
(*) 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).

Technology Portfolio: an investment of 1000$, since September 1992, now would be worth 47001.68$, with a total return of 4600.17% (13.69% 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).

Technology Portfolio: an investment of 1000$, since March 1987, now would be worth 76967.07$, with a total return of 7596.71% (13.01% annualized).

Drawdowns

Drawdown comparison chart since August 1992.

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Betterment Robo Advisor 100 Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-54.55% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-29.33% Jan 2022 Jun 2022
-24.14% Jan 2020 Mar 2020
-20.12% May 1998 Aug 1998
-17.83% Jan 2022 Jun 2022
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.30% Feb 1994 Mar 1994

Drawdown comparison chart since March 1987.

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Betterment Robo Advisor 100 Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-54.55% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-34.57% Sep 1987 Nov 1987
-29.33% Jan 2022 Jun 2022
-27.64% Jul 1990 Oct 1990
-25.33% Sep 1987 Nov 1987
-24.14% Jan 2020 Mar 2020
-20.93% Jan 1990 Sep 1990
-20.12% May 1998 Aug 1998
-17.83% Jan 2022 Jun 2022
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-10.80% Oct 1989 Jan 1990

Yearly Returns

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

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Year Betterment Robo Advisor 100 Portfolio Technology Portfolio
2022
-16.16% -24.54%
2021
+18.02% +27.42%
2020
+12.47% +48.40%
2019
+25.35% +38.96%
2018
-10.13% -0.12%
2017
+23.37% +32.66%
2016
+11.17% +7.10%
2015
-3.25% +9.45%
2014
+4.80% +19.18%
2013
+25.26% +36.63%
2012
+17.46% +18.12%
2011
-5.87% +3.47%
2010
+15.28% +20.14%
2009
+33.82% +54.68%
2008
-39.26% -41.73%
2007
+8.88% +19.02%
2006
+21.56% +7.14%
2005
+12.96% +1.57%
2004
+18.09% +10.54%
2003
+38.64% +49.67%
2002
-16.20% -37.37%
2001
-10.62% -33.34%
2000
-8.25% -36.11%
1999
+29.44% +101.95%
1998
+11.29% +85.30%
1997
+15.46% +20.63%
1996
+15.79% +42.54%
1995
+21.40% +42.54%
1994
-0.71% +1.50%
1993
+31.23% +10.58%
1992
+2.17% +8.86%
1991
+38.61% +64.99%
1990
-12.28% -10.41%
1989
+33.54% +26.17%
1988
+24.10% +13.54%
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