Last Update: 31 August 2020

The Betterment Robo Advisor 80 Portfolio obtained a 8.89% compound annual return, with a 11.63% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Aggressive Portfolio obtained a 10.6% compound annual return, with a 11.87% standard deviation, in the last 10 years.

Summary

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Betterment Robo Advisor 80 Portfolio Merrill Lynch Edge Select Aggressive Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 84%
Fixed Income 20% 16%
Commodities 0% 0%
10 Years Stats Return +8.89% +10.60%
Std Dev 11.63% 11.87%
Max Drawdown -20.17% -17.65%

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 80 Portfolio +4.10 +11.19 +8.38 +9.38 +6.14 +8.35 +8.89 +5.84
Merrill Lynch Edge Select Aggressive Portfolio +5.33 +14.04 +14.69 +17.52 +9.91 +10.83 +10.60 +6.99
(*) 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 80 Portfolio Merrill Lynch Edge Select Aggressive Portfolio
2020
-0.06% +7.09%
2019
+22.05% +24.61%
2018
-8.34% -6.88%
2017
+19.74% +21.70%
2016
+10.63% +9.21%
2015
-2.50% -1.81%
2014
+4.87% +6.27%
2013
+19.51% +20.62%
2012
+15.65% +15.28%
2011
-3.28% -2.72%
2010
+13.72% +14.37%
2009
+29.45% +30.72%
2008
-31.16% -32.45%
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