Last Update: 31 July 2022

The Betterment Robo Advisor 20 Portfolio obtained a 5.42% compound annual return, with a 3.99% standard deviation, in the last 30 Years.

The High Yield Bonds Income Portfolio obtained a 7.01% compound annual return, with a 8.47% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 20 Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 19.9% 0%
Fixed Income 80.1% 100%
Commodities 0% 0%
30 Years Stats Return +5.42% +7.01%
Std Dev 3.99% 8.47%
Max Drawdown -9.97% -23.97%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Betterment Robo Advisor 20 Portfolio +2.15 -5.01 -6.52 +2.30 +2.88 +5.42 +5.44
High Yield Bonds Income Portfolio +5.66 -10.02 -13.29 +1.39 +3.02 +7.01 +7.16
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Betterment Robo Advisor 20 Portfolio: an investment of 1000$, since August 1992, now would be worth 4866.61$, with a total return of 386.66% (5.42% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since August 1992, now would be worth 7638.64$, with a total return of 663.86% (7.01% annualized).

Betterment Robo Advisor 20 Portfolio: an investment of 1000$, since January 1992, now would be worth 5058.36$, with a total return of 405.84% (5.44% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8291.92$, with a total return of 729.19% (7.16% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Betterment Robo Advisor 20 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-18.26% Sep 2021 Jun 2022
-11.99% Feb 2020 Mar 2020
-9.97% May 2008 Feb 2009
-8.89% Sep 2021 Jun 2022
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.47% Feb 1994 Jun 1994
-4.40% Aug 2011 Sep 2011
-4.38% Feb 2020 Mar 2020
-4.07% May 1998 Aug 1998
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007
-3.60% May 1999 Aug 1999

Drawdown comparison chart since January 1992.

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Betterment Robo Advisor 20 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-18.26% Sep 2021 Jun 2022
-11.99% Feb 2020 Mar 2020
-9.97% May 2008 Feb 2009
-8.89% Sep 2021 Jun 2022
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.47% Feb 1994 Jun 1994
-4.40% Aug 2011 Sep 2011
-4.38% Feb 2020 Mar 2020
-4.07% May 1998 Aug 1998
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007
-3.60% May 1999 Aug 1999

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Betterment Robo Advisor 20 Portfolio High Yield Bonds Income Portfolio
2022
-6.59% -13.13%
2021
+2.61% +0.88%
2020
+6.01% +7.08%
2019
+9.57% +16.98%
2018
-1.42% -4.53%
2017
+6.24% +8.78%
2016
+4.01% +12.01%
2015
-0.31% -3.94%
2014
+2.92% +6.28%
2013
+3.86% -0.40%
2012
+6.18% +12.61%
2011
+1.94% +9.07%
2010
+6.55% +11.52%
2009
+10.31% +23.52%
2008
-4.00% -10.54%
2007
+7.51% +3.36%
2006
+7.81% +7.28%
2005
+5.11% +5.61%
2004
+6.10% +9.55%
2003
+12.15% +18.30%
2002
+3.70% +7.38%
2001
+5.73% +10.89%
2000
+6.02% +6.15%
1999
+8.74% +6.34%
1998
+7.78% +2.17%
1997
+7.86% +13.61%
1996
+8.41% +14.28%
1995
+16.25% +22.64%
1994
-2.09% -4.27%
1993
+14.56% +18.58%
1992
+6.45% +12.00%
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