Last Update: 31 August 2020

The Betterment Robo Advisor 50 Portfolio obtained a 7.1% compound annual return, with a 7.84% standard deviation, in the last 10 years.

The Stocks/Bonds 40/60 Portfolio obtained a 8.18% compound annual return, with a 5.70% standard deviation, in the last 10 years.

Summary

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Betterment Robo Advisor 50 Portfolio Stocks/Bonds 40/60 Portfolio
Risk Medium Medium
Asset Allocation Stocks 49.9% 40%
Fixed Income 50.1% 60%
Commodities 0% 0%
10 Years Stats Return +7.10% +8.18%
Std Dev 7.84% 5.70%
Max Drawdown -13.47% -8.09%

Last Update: 31 August 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 +2.27 +7.66 +5.67 +7.25 +5.62 +6.96 +7.10 +5.69
Stocks/Bonds 40/60 Portfolio +2.17 +6.65 +9.02 +12.59 +8.80 +8.23 +8.18 +6.78
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Betterment Robo Advisor 50 Portfolio Stocks/Bonds 40/60 Portfolio
2020
+1.49% +7.91%
2019
+17.29% +17.57%
2018
-5.31% -2.15%
2017
+14.03% +10.63%
2016
+8.32% +6.64%
2015
-1.57% +0.48%
2014
+5.37% +8.51%
2013
+10.33% +12.12%
2012
+13.22% +8.47%
2011
+1.09% +5.14%
2010
+11.57% +10.69%
2009
+22.95% +13.74%
2008
-19.41% -10.67%
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