Last Update: 31 July 2022

The Betterment Robo Advisor 50 Portfolio obtained a 7.77% compound annual return, with a 8.97% standard deviation, in the last 30 Years.

The Dynamic 40/60 Income Portfolio obtained a 7.29% compound annual return, with a 7.82% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 50 Portfolio Dynamic 40/60 Income Portfolio
Risk Medium Medium
Asset Allocation Stocks 49.9% 40%
Fixed Income 50.1% 60%
Commodities 0% 0%
30 Years Stats Return +7.77% +7.29%
Std Dev 8.97% 7.82%
Max Drawdown -30.72% -29.84%

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 50 Portfolio +4.47 -8.59 -9.90 +4.19 +5.76 +7.77 +7.72
Dynamic 40/60 Income Portfolio +5.07 -7.15 -8.70 +3.57 +4.92 +7.29 +7.44
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since August 1992, now would be worth 9437.47$, with a total return of 843.75% (7.77% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since August 1992, now would be worth 8245.31$, with a total return of 724.53% (7.29% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1992, now would be worth 9710.83$, with a total return of 871.08% (7.72% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8974.88$, with a total return of 797.49% (7.44% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Betterment Robo Advisor 50 Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-29.84% Nov 2007 Feb 2009
-14.95% Jan 2022 Jun 2022
-14.69% Jan 2022 Jun 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-12.42% Feb 2020 Mar 2020
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-9.38% May 1998 Aug 1998
-8.54% Feb 2001 Sep 2001
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.19% Jun 2011 Sep 2011
-7.06% May 2015 Jan 2016
-6.73% May 2002 Jul 2002
-5.51% May 2010 Jun 2010
-5.36% Feb 1994 Jun 1994
-5.09% Oct 2018 Dec 2018
-4.79% Sep 2000 Nov 2000

Drawdown comparison chart since January 1992.

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Betterment Robo Advisor 50 Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-29.84% Nov 2007 Feb 2009
-14.95% Jan 2022 Jun 2022
-14.69% Jan 2022 Jun 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-12.42% Feb 2020 Mar 2020
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-9.38% May 1998 Aug 1998
-8.54% Feb 2001 Sep 2001
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.19% Jun 2011 Sep 2011
-7.06% May 2015 Jan 2016
-6.73% May 2002 Jul 2002
-5.51% May 2010 Jun 2010
-5.36% Feb 1994 Jun 1994
-5.09% Oct 2018 Dec 2018
-4.79% Sep 2000 Nov 2000

Yearly Returns

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

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Year Betterment Robo Advisor 50 Portfolio Dynamic 40/60 Income Portfolio
2022
-11.15% -10.36%
2021
+7.95% +6.72%
2020
+9.50% +8.28%
2019
+17.41% +15.91%
2018
-5.36% -3.18%
2017
+14.19% +9.18%
2016
+8.00% +7.53%
2015
-1.55% +0.21%
2014
+5.47% +7.01%
2013
+10.19% +6.13%
2012
+13.19% +12.70%
2011
+1.17% +2.96%
2010
+11.61% +11.25%
2009
+23.06% +22.37%
2008
-19.44% -14.80%
2007
+8.19% +0.88%
2006
+13.22% +9.18%
2005
+9.54% +5.23%
2004
+12.75% +8.41%
2003
+24.96% +21.64%
2002
-2.56% +1.03%
2001
+1.49% +8.71%
2000
+1.53% +3.43%
1999
+17.87% +11.02%
1998
+8.83% +6.04%
1997
+10.06% +16.36%
1996
+13.19% +16.81%
1995
+20.93% +23.17%
1994
-3.66% -3.19%
1993
+24.85% +14.73%
1992
+5.53% +12.95%
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