Last Update: 31 December 2020

The Betterment Robo Advisor 50 Portfolio obtained a 6.98% compound annual return, with a 7.95% standard deviation, in the last 10 years.

The Harry Browne Permanent Portfolio obtained a 6.66% compound annual return, with a 6.18% standard deviation, in the last 10 years.

Summary

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Betterment Robo Advisor 50 Portfolio Harry Browne Permanent Portfolio
Risk Medium Medium
Asset Allocation Stocks 49.9% 25%
Fixed Income 50.1% 50%
Commodities 0% 25%
10 Years Stats Return +6.98% +6.66%
Std Dev 7.95% 6.18%
Max Drawdown -13.47% -6.98%

Last Update: 31 December 2020

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Betterment Robo Advisor 50 Portfolio +2.96 +9.14 +13.59 +9.26 +6.67 +8.43 +6.98 +6.14
Harry Browne Permanent Portfolio +2.68 +2.83 +6.53 +16.10 +9.83 +9.19 +6.66 +6.83
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Betterment Robo Advisor 50 Portfolio Harry Browne Permanent Portfolio
2020
+9.26% +16.10%
2019
+17.29% +16.17%
2018
-5.31% -1.76%
2017
+14.03% +10.97%
2016
+8.32% +5.54%
2015
-1.57% -3.06%
2014
+5.37% +9.40%
2013
+10.33% -2.08%
2012
+13.22% +6.41%
2011
+1.09% +11.11%
2010
+11.57% +13.92%
2009
+22.95% +7.85%
2008
-19.41% +0.87%
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