Last Update: 31 July 2022

The Betterment Robo Advisor 80 Portfolio obtained a 8.44% compound annual return, with a 12.70% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 9.48% compound annual return, with a 13.99% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 80 Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +8.44% +9.48%
Std Dev 12.70% 13.99%
Max Drawdown -45.47% -52.63%

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 80 Portfolio +5.44 -9.06 -9.62 +6.09 +8.16 +8.44 +8.32
Aggressive Global Income Portfolio +4.61 -5.55 -3.11 +4.76 +7.11 +9.48 +9.27
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Betterment Robo Advisor 80 Portfolio: an investment of 1000$, since August 1992, now would be worth 11357.29$, with a total return of 1035.73% (8.44% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since August 1992, now would be worth 15140.80$, with a total return of 1414.08% (9.48% annualized).

Betterment Robo Advisor 80 Portfolio: an investment of 1000$, since January 1992, now would be worth 11525.84$, with a total return of 1052.58% (8.32% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1992, now would be worth 15063.92$, with a total return of 1406.39% (9.27% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Betterment Robo Advisor 80 Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-45.47% Nov 2007 Feb 2009
-26.34% Apr 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-19.91% Jan 2020 Mar 2020
-17.13% May 2011 Sep 2011
-17.08% May 1998 Aug 1998
-16.93% May 2011 Sep 2011
-16.65% Jan 2022 Jun 2022
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-11.94% Feb 2018 Dec 2018
-10.90% May 2015 Feb 2016
-10.76% Jan 2022 Jun 2022
-9.93% Feb 2018 Dec 2018
-7.81% Feb 1994 Mar 1994
-5.80% Apr 2004 Apr 2004
-5.30% Aug 1997 Oct 1997

Drawdown comparison chart since January 1992.

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Betterment Robo Advisor 80 Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-45.47% Nov 2007 Feb 2009
-26.34% Apr 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-19.91% Jan 2020 Mar 2020
-17.13% May 2011 Sep 2011
-17.08% May 1998 Aug 1998
-16.93% May 2011 Sep 2011
-16.65% Jan 2022 Jun 2022
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-11.94% Feb 2018 Dec 2018
-10.90% May 2015 Feb 2016
-10.76% Jan 2022 Jun 2022
-9.93% Feb 2018 Dec 2018
-7.81% Feb 1994 Mar 1994
-5.80% Apr 2004 Apr 2004
-5.30% Aug 1997 Oct 1997

Yearly Returns

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

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Year Betterment Robo Advisor 80 Portfolio Aggressive Global Income Portfolio
2022
-12.12% -6.65%
2021
+13.94% +17.07%
2020
+11.77% -1.13%
2019
+22.23% +19.97%
2018
-8.43% -8.07%
2017
+20.00% +13.53%
2016
+10.10% +18.29%
2015
-2.47% -6.99%
2014
+5.04% +3.96%
2013
+19.28% +19.30%
2012
+15.60% +12.95%
2011
-3.14% +0.62%
2010
+13.80% +14.37%
2009
+29.62% +33.97%
2008
-31.22% -34.21%
2007
+8.95% +3.78%
2006
+18.35% +23.12%
2005
+11.65% +12.89%
2004
+16.21% +15.91%
2003
+32.69% +33.93%
2002
-10.81% -7.75%
2001
-5.95% +5.43%
2000
-4.45% +0.11%
1999
+24.78% +41.89%
1998
+10.36% +10.70%
1997
+13.10% +17.80%
1996
+14.48% +13.23%
1995
+21.01% +21.51%
1994
-1.85% +2.43%
1993
+28.78% +19.55%
1992
+3.38% +4.78%
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