Last Update: 31 July 2022
The Betterment Robo Advisor 100 Portfolio obtained a 8.71% compound annual return, with a 15.42% standard deviation, in the last 30 Years.
The US Stocks Portfolio obtained a 10.00% compound annual return, with a 15.09% 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 | +8.71% | +10.00% |
| Std Dev | 15.42% | 15.09% | |
| Max Drawdown | -54.55% | -50.84% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from March 1987
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Betterment Robo Advisor 100 Portfolio | +6.13 | -9.47 | -9.37 | +7.16 | +9.57 | +8.71 | +9.10 |
| US Stocks Portfolio | +9.35 | -8.42 | -7.75 | +12.11 | +13.43 | +10.00 | +9.98 |
Capital Growth as of Jul 31, 2022
Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since August 1992, now would be worth 12243.14$, with a total return of 1124.31% (8.71% annualized).
US Stocks Portfolio: an investment of 1000$, since August 1992, now would be worth 17465.33$, with a total return of 1646.53% (10.00% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since March 1987, now would be worth 21831.63$, with a total return of 2083.16% (9.10% annualized).
US Stocks Portfolio: an investment of 1000$, since March 1987, now would be worth 29095.96$, with a total return of 2809.60% (9.98% annualized).
Drawdowns
Drawdown comparison chart since July 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 | |||
| -24.14% | Jan 2020 | Mar 2020 | |||
| -21.32% | Jan 2022 | Jun 2022 | |||
| -20.84% | Jan 2020 | Mar 2020 | |||
| -20.12% | May 1998 | Aug 1998 | |||
| -17.83% | Jan 2022 | Jun 2022 | |||
| -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 March 1987.
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 | |||
| -25.33% | Sep 1987 | Nov 1987 | |||
| -24.14% | Jan 2020 | Mar 2020 | |||
| -21.32% | Jan 2022 | Jun 2022 | |||
| -20.93% | Jan 1990 | Sep 1990 | |||
| -20.84% | Jan 2020 | Mar 2020 | |||
| -20.12% | May 1998 | Aug 1998 | |||
| -17.83% | Jan 2022 | Jun 2022 | |||
| -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 | |||
| -8.84% | Jun 2015 | Sep 2015 | |||
| -8.44% | Apr 2000 | May 2000 | |||
| -8.30% | Feb 1994 | Mar 1994 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from March 1987.
| Year | Betterment Robo Advisor 100 Portfolio | US Stocks Portfolio |
|---|---|---|
| 2022 |
-12.80% | -13.97% |
| 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% |