Last Update: 31 August 2022

The Betterment Robo Advisor 100 Portfolio obtained a 8.60% compound annual return, with a 15.44% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 9.46% compound annual return, with a 13.26% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
30 Years Stats Return +8.60% +9.46%
Std Dev 15.44% 13.26%
Max Drawdown -54.55% -45.52%

Last Update: 31 August 2022

Historical Returns as of Aug 31, 2022

Comparison period starts from March 1987

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Betterment Robo Advisor 100 Portfolio -3.86 -10.77 -14.75 +6.29 +8.87 +8.60 +8.95
Warren Buffett Portfolio -3.54 -8.84 -12.21 +10.70 +11.81 +9.46 +9.60
(*) Returns over 1 year are annualized

Capital Growth as of Aug 31, 2022

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since September 1992, now would be worth 11871.36$, with a total return of 1087.14% (8.60% annualized).

Warren Buffett Portfolio: an investment of 1000$, since September 1992, now would be worth 15065.33$, with a total return of 1406.53% (9.46% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since March 1987, now would be worth 20989.77$, with a total return of 1998.98% (8.95% annualized).

Warren Buffett Portfolio: an investment of 1000$, since March 1987, now would be worth 25925.86$, with a total return of 2492.59% (9.60% annualized).

Drawdowns

Drawdown comparison chart since August 1992.

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Betterment Robo Advisor 100 Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-37.03% Apr 2000 Sep 2002
-24.14% Jan 2020 Mar 2020
-20.12% May 1998 Aug 1998
-19.61% Jan 2022 Jun 2022
-17.83% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-15.04% May 2011 Sep 2011
-14.58% Feb 2018 Dec 2018
-13.83% Jul 1998 Aug 1998
-13.71% Jun 2015 Feb 2016
-12.09% Oct 2018 Dec 2018
-8.30% Feb 1994 Mar 1994
-7.73% Aug 2015 Sep 2015
-6.47% Feb 1994 Mar 1994
-6.42% Aug 1997 Oct 1997
-6.10% Jan 2000 Feb 2000
-6.10% Apr 2012 May 2012

Drawdown comparison chart since March 1987.

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Betterment Robo Advisor 100 Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-37.03% Apr 2000 Sep 2002
-26.98% Sep 1987 Nov 1987
-25.33% Sep 1987 Nov 1987
-24.14% Jan 2020 Mar 2020
-20.93% Jan 1990 Sep 1990
-20.12% May 1998 Aug 1998
-19.61% Jan 2022 Jun 2022
-17.83% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-15.04% May 2011 Sep 2011
-14.58% Feb 2018 Dec 2018
-13.83% Jul 1998 Aug 1998
-13.71% Jun 2015 Feb 2016
-12.77% Jun 1990 Oct 1990
-12.09% Oct 2018 Dec 2018
-8.30% Feb 1994 Mar 1994
-7.73% Aug 2015 Sep 2015

Yearly Returns

Yearly return comparison. Common historical serie start from March 1987.

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Year Betterment Robo Advisor 100 Portfolio Warren Buffett Portfolio
2022
-16.16% -16.14%
2021
+18.02% +24.59%
2020
+12.47% +19.19%
2019
+25.35% +28.46%
2018
-10.13% -3.84%
2017
+23.37% +19.83%
2016
+11.17% +10.69%
2015
-3.25% +0.96%
2014
+4.80% +12.08%
2013
+25.26% +29.44%
2012
+17.46% +14.59%
2011
-5.87% +1.43%
2010
+15.28% +14.55%
2009
+33.82% +24.66%
2008
-39.26% -32.35%
2007
+8.88% +6.30%
2006
+21.56% +14.32%
2005
+12.96% +5.58%
2004
+18.09% +9.73%
2003
+38.64% +25.87%
2002
-16.20% -19.13%
2001
-10.62% -10.04%
2000
-8.25% -7.27%
1999
+29.44% +19.15%
1998
+11.29% +26.49%
1997
+15.46% +30.52%
1996
+15.79% +21.03%
1995
+21.40% +34.91%
1994
-0.71% +1.01%
1993
+31.23% +9.53%
1992
+2.17% +7.36%
1991
+38.61% +28.35%
1990
-12.28% -2.00%
1989
+33.54% +29.38%
1988
+24.10% +15.17%
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