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
| 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
| 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 |
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.
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.
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.
| 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% |