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 Ray Dalio All Weather Portfolio obtained a 7.77% compound annual return, with a 5.89% standard deviation, in the last 10 years.
Summary
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| 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% | |
| 10 Years Stats | Return | +6.98% | +7.77% |
| Std Dev | 7.95% | 5.89% | |
| Max Drawdown | -13.47% | -6.93% | |
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 |
| Ray Dalio All Weather Portfolio | +1.76 | +3.60 | +6.84 | +14.68 | +9.49 | +9.14 | +7.77 | +7.19 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2008.
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| Year | Betterment Robo Advisor 50 Portfolio | Ray Dalio All Weather Portfolio |
|---|---|---|
| 2020 |
+9.26% | +14.68% |
| 2019 |
+17.29% | +18.22% |
| 2018 |
-5.31% | -3.19% |
| 2017 |
+14.03% | +11.47% |
| 2016 |
+8.32% | +5.86% |
| 2015 |
-1.57% | -3.72% |
| 2014 |
+5.37% | +12.52% |
| 2013 |
+10.33% | +2.15% |
| 2012 |
+13.22% | +6.72% |
| 2011 |
+1.09% | +15.59% |
| 2010 |
+11.57% | +12.53% |
| 2009 |
+22.95% | +2.34% |
| 2008 |
-19.41% | +1.34% |