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 US Stocks Minimum Volatility Portfolio obtained a 9.77% compound annual return, with a 13.59% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio US Stocks Minimum Volatility Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +8.52% +9.77%
Std Dev 15.60% 13.59%
Max Drawdown -54.55% -43.27%

Last Update: 31 October 2022

Historical Returns as of Oct 31, 2022

Comparison period starts from January 1985

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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 +10.37
US Stocks Minimum Volatility Portfolio +7.70 -2.27 -6.84 +8.73 +11.43 +9.77 +11.09
(*) 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).

US Stocks Minimum Volatility Portfolio: an investment of 1000$, since November 1992, now would be worth 16406.43$, with a total return of 1540.64% (9.77% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since January 1985, now would be worth 41776.31$, with a total return of 4077.63% (10.37% annualized).

US Stocks Minimum Volatility Portfolio: an investment of 1000$, since January 1985, now would be worth 53483.62$, with a total return of 5248.36% (11.09% annualized).

Drawdowns

Drawdown comparison chart since October 1992.

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Betterment Robo Advisor 100 Portfolio
US Stocks Minimum Volatility Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-43.27% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-35.36% Sep 2000 Sep 2002
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-20.12% May 1998 Aug 1998
-19.06% Feb 2020 Mar 2020
-17.35% Jan 2022 Sep 2022
-16.52% Jul 1998 Aug 1998
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-11.70% May 2011 Sep 2011
-9.14% Jul 1999 Sep 1999
-8.30% Feb 1994 Mar 1994
-7.56% Oct 2018 Dec 2018
-7.03% Feb 1994 Mar 1994
-6.42% Aug 1997 Oct 1997
-5.47% Aug 1997 Aug 1997
-5.27% Aug 2016 Oct 2016

Drawdown comparison chart since January 1985.

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Betterment Robo Advisor 100 Portfolio
US Stocks Minimum Volatility Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-43.27% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-35.36% Sep 2000 Sep 2002
-30.08% 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
-19.06% Feb 2020 Mar 2020
-17.35% Jan 2022 Sep 2022
-16.52% Jul 1998 Aug 1998
-14.58% Feb 2018 Dec 2018
-14.10% Jun 1990 Oct 1990
-13.71% Jun 2015 Feb 2016
-11.70% May 2011 Sep 2011
-9.14% Jul 1999 Sep 1999
-8.39% Sep 1986 Sep 1986
-8.30% Feb 1994 Mar 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Betterment Robo Advisor 100 Portfolio US Stocks Minimum Volatility Portfolio
2022
-18.82% -10.98%
2021
+18.02% +20.84%
2020
+12.47% +5.64%
2019
+25.35% +27.69%
2018
-10.13% +1.36%
2017
+23.37% +18.91%
2016
+11.17% +10.57%
2015
-3.25% +5.45%
2014
+4.80% +16.33%
2013
+25.26% +25.09%
2012
+17.46% +10.82%
2011
-5.87% +12.70%
2010
+15.28% +14.52%
2009
+33.82% +18.18%
2008
-39.26% -25.77%
2007
+8.88% +4.15%
2006
+21.56% +14.77%
2005
+12.96% +6.45%
2004
+18.09% +14.34%
2003
+38.64% +19.79%
2002
-16.20% -15.44%
2001
-10.62% -7.96%
2000
-8.25% +2.67%
1999
+29.44% +7.63%
1998
+11.29% +22.82%
1997
+15.46% +30.20%
1996
+15.79% +14.96%
1995
+21.40% +36.61%
1994
-0.71% +0.13%
1993
+31.23% +11.82%
1992
+2.17% +6.42%
1991
+38.61% +28.86%
1990
-12.28% -2.01%
1989
+33.54% +35.71%
1988
+24.10% +15.74%
1987
+2.12% +3.77%
1986
+28.15% +17.36%
1985
+38.11% +32.55%
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