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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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