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

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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%
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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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