Last Update: 31 October 2021

The Betterment Robo Advisor 50 Portfolio obtained a 7.75% compound annual return, with a 9.19% standard deviation, in the last 25 Years.

The Dynamic 40/60 Income Portfolio obtained a 7.23% compound annual return, with a 8.07% standard deviation, in the last 25 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%
25 Years Stats Return +7.75% +7.23%
Std Dev 9.19% 8.07%
Max Drawdown -30.72% -29.85%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1995

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
Betterment Robo Advisor 50 Portfolio +2.29 +0.72 +2.88 +17.86 +8.50 +7.61 +7.75 +8.33
Dynamic 40/60 Income Portfolio +1.75 +0.88 +3.31 +13.40 +7.09 +6.83 +7.23 +8.01
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Betterment Robo Advisor 50 Portfolio Dynamic 40/60 Income Portfolio
2021
+7.21% +5.70%
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%
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