Last Update: 30 November 2022
The Betterment Robo Advisor 100 Portfolio obtained a 8.73% compound annual return, with a 15.66% standard deviation, in the last 30 Years.
The US Stocks Portfolio obtained a 9.82% compound annual return, with a 15.28% standard deviation, in the last 30 Years.
Summary
| Betterment Robo Advisor 100 Portfolio | US Stocks Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 100% |
| Fixed Income | 0% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.73% | +9.82% |
| Std Dev | 15.66% | 15.28% | |
| Max Drawdown | -54.55% | -50.84% | |
Last Update: 30 November 2022
Historical Returns as of Nov 30, 2022
Comparison period starts from January 1976
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Betterment Robo Advisor 100 Portfolio | +8.71 | -1.31 | -8.06 | +6.05 | +9.03 | +8.73 | +11.10 |
| US Stocks Portfolio | +5.17 | -0.29 | -11.27 | +10.25 | +12.89 | +9.82 | +11.47 |
Capital Growth as of Nov 30, 2022
Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since December 1992, now would be worth 12315.02$, with a total return of 1131.50% (8.73% annualized).
US Stocks Portfolio: an investment of 1000$, since December 1992, now would be worth 16634.19$, with a total return of 1563.42% (9.82% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since January 1976, now would be worth 139823.65$, with a total return of 13882.36% (11.10% annualized).
US Stocks Portfolio: an investment of 1000$, since January 1976, now would be worth 163245.17$, with a total return of 16224.52% (11.47% annualized).
Drawdowns
Drawdown comparison chart since November 1992.
Betterment Robo Advisor 100 Portfolio |
US Stocks Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -54.55% | Nov 2007 | Feb 2009 | |||
| -50.84% | Nov 2007 | Feb 2009 | |||
| -43.94% | Sep 2000 | Sep 2002 | |||
| -37.03% | Apr 2000 | Sep 2002 | |||
| -24.81% | Jan 2022 | Sep 2022 | |||
| -24.17% | Jan 2022 | Sep 2022 | |||
| -24.14% | Jan 2020 | Mar 2020 | |||
| -20.84% | Jan 2020 | Mar 2020 | |||
| -20.12% | May 1998 | Aug 1998 | |||
| -17.57% | Jul 1998 | Aug 1998 | |||
| -14.58% | Feb 2018 | Dec 2018 | |||
| -14.20% | Oct 2018 | Dec 2018 | |||
| -13.71% | Jun 2015 | Feb 2016 | |||
| -8.84% | Jun 2015 | Sep 2015 | |||
| -8.44% | Apr 2000 | May 2000 | |||
| -8.30% | Feb 1994 | Mar 1994 | |||
| -7.43% | Feb 1994 | Jun 1994 | |||
| -6.82% | Apr 2012 | May 2012 | |||
| -6.45% | May 2019 | May 2019 | |||
| -6.42% | Jul 1999 | Sep 1999 | |||
Drawdown comparison chart since January 1976.
Betterment Robo Advisor 100 Portfolio |
US Stocks Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -54.55% | Nov 2007 | Feb 2009 | |||
| -50.84% | Nov 2007 | Feb 2009 | |||
| -43.94% | Sep 2000 | Sep 2002 | |||
| -37.03% | Apr 2000 | Sep 2002 | |||
| -29.34% | Sep 1987 | Nov 1987 | |||
| -25.46% | Sep 1987 | Nov 1987 | |||
| -24.81% | Jan 2022 | Sep 2022 | |||
| -24.17% | Jan 2022 | Sep 2022 | |||
| -24.14% | Jan 2020 | Mar 2020 | |||
| -23.14% | Dec 1980 | Jul 1982 | |||
| -20.93% | Jan 1990 | Sep 1990 | |||
| -20.84% | Jan 2020 | Mar 2020 | |||
| -20.12% | May 1998 | Aug 1998 | |||
| -17.85% | Dec 1980 | Jul 1982 | |||
| -17.57% | Jul 1998 | Aug 1998 | |||
| -16.20% | Jun 1990 | Oct 1990 | |||
| -14.58% | Feb 2018 | Dec 2018 | |||
| -14.20% | Oct 2018 | Dec 2018 | |||
| -13.71% | Jun 2015 | Feb 2016 | |||
| -12.44% | Feb 1980 | Mar 1980 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1976.
| Year | Betterment Robo Advisor 100 Portfolio | US Stocks Portfolio |
|---|---|---|
| 2022 |
-11.75% | -14.51% |
| 2021 |
+18.02% | +25.67% |
| 2020 |
+12.47% | +21.03% |
| 2019 |
+25.35% | +30.67% |
| 2018 |
-10.13% | -5.21% |
| 2017 |
+23.37% | +21.21% |
| 2016 |
+11.17% | +12.83% |
| 2015 |
-3.25% | +0.36% |
| 2014 |
+4.80% | +12.54% |
| 2013 |
+25.26% | +33.45% |
| 2012 |
+17.46% | +16.45% |
| 2011 |
-5.87% | +0.97% |
| 2010 |
+15.28% | +17.42% |
| 2009 |
+33.82% | +28.89% |
| 2008 |
-39.26% | -36.98% |
| 2007 |
+8.88% | +5.37% |
| 2006 |
+21.56% | +15.69% |
| 2005 |
+12.96% | +6.31% |
| 2004 |
+18.09% | +12.79% |
| 2003 |
+38.64% | +30.75% |
| 2002 |
-16.20% | -20.47% |
| 2001 |
-10.62% | -10.97% |
| 2000 |
-8.25% | -10.57% |
| 1999 |
+29.44% | +23.81% |
| 1998 |
+11.29% | +23.26% |
| 1997 |
+15.46% | +30.99% |
| 1996 |
+15.79% | +20.96% |
| 1995 |
+21.40% | +35.79% |
| 1994 |
-0.71% | -0.17% |
| 1993 |
+31.23% | +10.62% |
| 1992 |
+2.17% | +9.11% |
| 1991 |
+38.61% | +32.39% |
| 1990 |
-12.28% | -6.08% |
| 1989 |
+33.54% | +28.12% |
| 1988 |
+24.10% | +17.32% |
| 1987 |
+2.12% | +2.61% |
| 1986 |
+28.15% | +14.57% |
| 1985 |
+38.11% | +31.27% |
| 1984 |
+6.89% | +2.19% |
| 1983 |
+23.93% | +22.66% |
| 1982 |
+8.68% | +20.50% |
| 1981 |
-3.48% | -4.15% |
| 1980 |
+24.52% | +33.15% |
| 1979 |
+19.37% | +24.25% |
| 1978 |
+16.43% | +8.45% |
| 1977 |
+5.87% | -3.36% |
| 1976 |
+20.93% | +26.47% |