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 Momentum Portfolio obtained a 12.44% compound annual return, with a 15.06% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio US Stocks Momentum Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +8.52% +12.44%
Std Dev 15.60% 15.06%
Max Drawdown -54.55% -53.85%

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
US Stocks Momentum Portfolio +12.55 +1.53 -21.40 +9.29 +14.05 +12.44 +13.56
(*) 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 Momentum Portfolio: an investment of 1000$, since November 1992, now would be worth 33714.78$, with a total return of 3271.48% (12.44% 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).

US Stocks Momentum Portfolio: an investment of 1000$, since January 1982, now would be worth 180173.56$, with a total return of 17917.36% (13.56% annualized).

Drawdowns

Drawdown comparison chart since October 1992.

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Betterment Robo Advisor 100 Portfolio
US Stocks Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-53.85% Nov 2007 Feb 2009
-43.19% Sep 2000 Sep 2002
-37.03% Apr 2000 Sep 2002
-30.16% Nov 2021 Sep 2022
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-20.12% May 1998 Aug 1998
-17.90% Feb 2020 Mar 2020
-15.44% Oct 2018 Dec 2018
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-11.51% Aug 1998 Aug 1998
-8.30% Feb 1994 Mar 1994
-7.82% Sep 2020 Oct 2020
-7.78% Aug 2015 Sep 2015
-7.23% Feb 1994 Jun 1994
-6.42% Aug 1997 Oct 1997
-6.40% Jan 2000 Feb 2000
-5.24% Jun 1996 Jul 1996

Drawdown comparison chart since January 1982.

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Betterment Robo Advisor 100 Portfolio
US Stocks Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-53.85% Nov 2007 Feb 2009
-43.19% Sep 2000 Sep 2002
-37.03% Apr 2000 Sep 2002
-30.55% Sep 1987 Nov 1987
-30.16% Nov 2021 Sep 2022
-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
-17.90% Feb 2020 Mar 2020
-17.47% Jan 1982 Jul 1982
-15.44% Oct 2018 Dec 2018
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-12.56% Jun 1990 Sep 1990
-12.00% Jul 1983 Jul 1984
-11.51% 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 US Stocks Momentum Portfolio
2022
-18.82% -17.77%
2021
+18.02% +13.37%
2020
+12.47% +29.85%
2019
+25.35% +27.26%
2018
-10.13% -1.66%
2017
+23.37% +37.50%
2016
+11.17% +5.00%
2015
-3.25% +8.93%
2014
+4.80% +14.61%
2013
+25.26% +34.58%
2012
+17.46% +14.94%
2011
-5.87% +5.93%
2010
+15.28% +18.02%
2009
+33.82% +17.45%
2008
-39.26% -40.96%
2007
+8.88% +17.64%
2006
+21.56% +10.56%
2005
+12.96% +19.14%
2004
+18.09% +16.70%
2003
+38.64% +25.99%
2002
-16.20% -12.28%
2001
-10.62% -17.35%
2000
-8.25% -9.61%
1999
+29.44% +40.42%
1998
+11.29% +48.76%
1997
+15.46% +36.86%
1996
+15.79% +29.83%
1995
+21.40% +42.32%
1994
-0.71% -1.09%
1993
+31.23% +13.22%
1992
+2.17% +4.32%
1991
+38.61% +36.90%
1990
-12.28% +1.49%
1989
+33.54% +42.76%
1988
+24.10% +7.07%
1987
+2.12% +2.34%
1986
+28.15% +22.70%
1985
+38.11% +32.38%
1984
+6.89% -0.83%
1983
+23.93% +16.95%
1982
+8.68% +30.44%
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