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 Ray Dalio All Weather Portfolio obtained a 7.67% compound annual return, with a 6.83% standard deviation, in the last 30 Years.
Summary
| 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% | |
| 30 Years Stats | Return | +7.77% | +7.67% |
| Std Dev | 8.97% | 6.83% | |
| Max Drawdown | -30.72% | -13.67% | |
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 50 Portfolio | +4.47 | -8.59 | -9.90 | +4.19 | +5.76 | +7.77 | +7.72 |
| Ray Dalio All Weather Portfolio | +3.40 | -8.12 | -8.42 | +5.90 | +5.15 | +7.67 | +7.64 |
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).
Ray Dalio All Weather Portfolio: an investment of 1000$, since August 1992, now would be worth 9167.39$, with a total return of 816.74% (7.67% 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).
Ray Dalio All Weather Portfolio: an investment of 1000$, since January 1992, now would be worth 9513.04$, with a total return of 851.30% (7.64% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
Betterment Robo Advisor 50 Portfolio |
Ray Dalio All Weather Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -30.72% | Nov 2007 | Feb 2009 | |||
| -14.95% | Jan 2022 | Jun 2022 | |||
| -13.67% | Jan 2022 | Jun 2022 | |||
| -13.31% | Jan 2020 | Mar 2020 | |||
| -12.79% | May 1998 | Aug 1998 | |||
| -12.18% | Jul 2008 | Feb 2009 | |||
| -10.86% | May 2002 | Sep 2002 | |||
| -9.49% | May 2011 | Sep 2011 | |||
| -8.54% | Feb 2001 | Sep 2001 | |||
| -7.45% | Feb 2018 | Dec 2018 | |||
| -7.31% | Feb 1994 | Jun 1994 | |||
| -7.06% | May 2015 | Jan 2016 | |||
| -6.93% | Feb 2015 | Dec 2015 | |||
| -6.83% | Feb 1994 | Nov 1994 | |||
| -6.47% | Aug 2016 | Nov 2016 | |||
| -5.51% | May 2010 | Jun 2010 | |||
| -5.10% | May 2013 | Jun 2013 | |||
| -4.83% | Jul 1998 | Aug 1998 | |||
| -4.79% | Sep 2000 | Nov 2000 | |||
| -4.76% | Apr 2004 | Apr 2004 | |||
Drawdown comparison chart since January 1992.
Betterment Robo Advisor 50 Portfolio |
Ray Dalio All Weather Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -30.72% | Nov 2007 | Feb 2009 | |||
| -14.95% | Jan 2022 | Jun 2022 | |||
| -13.67% | Jan 2022 | Jun 2022 | |||
| -13.31% | Jan 2020 | Mar 2020 | |||
| -12.79% | May 1998 | Aug 1998 | |||
| -12.18% | Jul 2008 | Feb 2009 | |||
| -10.86% | May 2002 | Sep 2002 | |||
| -9.49% | May 2011 | Sep 2011 | |||
| -8.54% | Feb 2001 | Sep 2001 | |||
| -7.45% | Feb 2018 | Dec 2018 | |||
| -7.31% | Feb 1994 | Jun 1994 | |||
| -7.06% | May 2015 | Jan 2016 | |||
| -6.93% | Feb 2015 | Dec 2015 | |||
| -6.83% | Feb 1994 | Nov 1994 | |||
| -6.47% | Aug 2016 | Nov 2016 | |||
| -5.51% | May 2010 | Jun 2010 | |||
| -5.10% | May 2013 | Jun 2013 | |||
| -4.83% | Jul 1998 | Aug 1998 | |||
| -4.79% | Sep 2000 | Nov 2000 | |||
| -4.76% | Apr 2004 | Apr 2004 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Betterment Robo Advisor 50 Portfolio | Ray Dalio All Weather Portfolio |
|---|---|---|
| 2022 |
-11.15% | -10.73% |
| 2021 |
+7.95% | +8.08% |
| 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% |
| 1994 |
-3.66% | -3.28% |
| 1993 |
+24.85% | +12.02% |
| 1992 |
+5.53% | +6.76% |