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 Ray Dalio All Weather Portfolio obtained a 7.98% compound annual return, with a 6.87% standard deviation, in the last 25 Years.

Summary

Swipe left to see all data
Betterment Robo Advisor 50 Portfolio Ray Dalio All Weather Portfolio
Risk Medium Medium
Asset Allocation Stocks 49.9% 30%
Fixed Income 50.1% 55%
Commodities 0% 15%
25 Years Stats Return +7.75% +7.98%
Std Dev 9.19% 6.87%
Max Drawdown -30.72% -12.19%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1995

Swipe left to see all data
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
Ray Dalio All Weather Portfolio +3.68 +1.81 +7.52 +13.74 +8.94 +7.18 +7.98 +8.60
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

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

Swipe left to see all data
Year Betterment Robo Advisor 50 Portfolio Ray Dalio All Weather Portfolio
2021
+7.21% +7.26%
2020
+9.50% +14.68%
2019
+17.41% +18.22%
2018
-5.36% -3.19%
2017
+14.19% +11.47%
2016
+8.00% +5.86%
2015
-1.55% -3.72%
2014
+5.47% +12.52%
2013
+10.19% +2.15%
2012
+13.19% +6.72%
2011
+1.17% +15.59%
2010
+11.61% +12.53%
2009
+23.06% +2.34%
2008
-19.44% +1.34%
2007
+8.19% +11.88%
2006
+13.22% +6.93%
2005
+9.54% +8.55%
2004
+12.75% +9.41%
2003
+24.96% +13.96%
2002
-2.56% +7.77%
2001
+1.49% -2.77%
2000
+1.53% +10.15%
1999
+17.87% +6.28%
1998
+8.83% +11.05%
1997
+10.06% +13.54%
1996
+13.19% +8.27%
1995
+20.93% +27.44%
Share this page