Last Update: 31 August 2021

The Betterment Robo Advisor 80 Portfolio obtained a 10.12% compound annual return, with a 11.52% standard deviation, in the last 10 years.

The Technology Portfolio obtained a 22.53% compound annual return, with a 15.49% standard deviation, in the last 10 years.

Summary

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Betterment Robo Advisor 80 Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
10 Years Stats Return +10.12% +22.53%
Std Dev 11.52% 15.49%
Max Drawdown -19.90% -16.96%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Betterment Robo Advisor 80 Portfolio +1.75 +2.08 +9.75 +25.61 +11.29 +11.49 +10.12 +8.02
Technology Portfolio +4.22 +13.91 +21.24 +29.39 +27.63 +27.68 +22.53 +10.53
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Betterment Robo Advisor 80 Portfolio Technology Portfolio
2021
+12.74% +21.39%
2020
+11.77% +48.40%
2019
+22.23% +38.96%
2018
-8.43% -0.12%
2017
+20.00% +32.66%
2016
+10.10% +7.10%
2015
-2.47% +9.45%
2014
+5.04% +19.18%
2013
+19.28% +36.63%
2012
+15.60% +18.12%
2011
-3.14% +3.47%
2010
+13.80% +20.14%
2009
+29.62% +54.68%
2008
-31.22% -41.73%
2007
+8.95% +19.02%
2006
+18.35% +7.14%
2005
+11.65% +1.57%
2004
+16.21% +10.54%
2003
+32.69% +49.67%
2002
-10.81% -37.37%
2001
-5.95% -33.34%
2000
-4.45% -36.11%
1999
+24.78% +101.95%
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