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 Technology Portfolio obtained a 22.37% compound annual return, with a 15.50% 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 +8.89% +22.37%
Std Dev 11.63% 15.50%
Max Drawdown -20.17% -16.96%

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
Technology Portfolio +10.94 +26.58 +43.84 +58.56 +27.40 +24.25 +22.37 +15.89
(*) 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 Technology Portfolio
2020
-0.06% +39.23%
2019
+22.05% +38.96%
2018
-8.34% -0.12%
2017
+19.74% +32.66%
2016
+10.63% +7.10%
2015
-2.50% +9.45%
2014
+4.87% +19.18%
2013
+19.51% +36.63%
2012
+15.65% +18.12%
2011
-3.28% +3.47%
2010
+13.72% +20.14%
2009
+29.45% +54.68%
2008
-31.16% -41.73%
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