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 Simplified Permanent Portfolio obtained a 7.08% compound annual return, with a 6.50% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 50 Portfolio Simplified Permanent Portfolio
Risk Medium Medium
Asset Allocation Stocks 49.9% 25%
Fixed Income 50.1% 50%
Commodities 0% 25%
30 Years Stats Return +7.77% +7.08%
Std Dev 8.97% 6.50%
Max Drawdown -30.72% -13.28%

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
Simplified Permanent Portfolio +2.84 -5.63 -7.24 +5.46 +4.47 +7.08 +7.04
(*) 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).

Simplified Permanent Portfolio: an investment of 1000$, since August 1992, now would be worth 7775.75$, with a total return of 677.58% (7.08% 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).

Simplified Permanent Portfolio: an investment of 1000$, since January 1992, now would be worth 8016.91$, with a total return of 701.69% (7.04% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Betterment Robo Advisor 50 Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-14.95% Jan 2022 Jun 2022
-13.31% Jan 2020 Mar 2020
-13.28% Mar 2008 Oct 2008
-12.79% May 1998 Aug 1998
-10.97% Jan 2022 Jun 2022
-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
-6.69% Apr 2013 Jun 2013
-6.23% Aug 2016 Dec 2016
-5.67% Feb 1994 Jun 1994
-5.51% May 2010 Jun 2010
-5.27% Feb 2015 Dec 2015
-5.09% Feb 1999 Aug 1999
-4.79% Apr 2004 Apr 2004
-4.79% Sep 2000 Nov 2000

Drawdown comparison chart since January 1992.

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Betterment Robo Advisor 50 Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-14.95% Jan 2022 Jun 2022
-13.31% Jan 2020 Mar 2020
-13.28% Mar 2008 Oct 2008
-12.79% May 1998 Aug 1998
-10.97% Jan 2022 Jun 2022
-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
-6.69% Apr 2013 Jun 2013
-6.23% Aug 2016 Dec 2016
-5.67% Feb 1994 Jun 1994
-5.51% May 2010 Jun 2010
-5.27% Feb 2015 Dec 2015
-5.09% Feb 1999 Aug 1999
-4.79% Apr 2004 Apr 2004
-4.79% Sep 2000 Nov 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Betterment Robo Advisor 50 Portfolio Simplified Permanent Portfolio
2022
-11.15% -8.45%
2021
+7.95% +3.72%
2020
+9.50% +16.46%
2019
+17.41% +16.15%
2018
-5.36% -1.29%
2017
+14.19% +9.78%
2016
+8.00% +5.72%
2015
-1.55% -1.82%
2014
+5.47% +7.12%
2013
+10.19% -1.76%
2012
+13.19% +7.59%
2011
+1.17% +10.45%
2010
+11.61% +16.36%
2009
+23.06% +9.94%
2008
-19.44% +0.94%
2007
+8.19% +14.14%
2006
+13.22% +10.82%
2005
+9.54% +7.34%
2004
+12.75% +6.42%
2003
+24.96% +15.31%
2002
-2.56% +9.00%
2001
+1.49% +0.15%
2000
+1.53% +4.63%
1999
+17.87% +2.25%
1998
+8.83% +12.93%
1997
+10.06% +8.38%
1996
+13.19% +4.09%
1995
+20.93% +21.97%
1994
-3.66% -4.18%
1993
+24.85% +13.56%
1992
+5.53% +4.46%
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