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
| 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
| 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 |
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.
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.
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.
| 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% |