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 Warren Buffett Portfolio obtained a 14.93% compound annual return, with a 12.06% standard deviation, in the last 10 years.

Summary

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Betterment Robo Advisor 80 Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
10 Years Stats Return +10.12% +14.93%
Std Dev 11.52% 12.06%
Max Drawdown -19.90% -17.49%

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
Warren Buffett Portfolio +2.67 +7.40 +17.19 +28.29 +17.18 +16.79 +14.93 +7.76
(*) 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 Warren Buffett Portfolio
2021
+12.74% +19.01%
2020
+11.77% +19.19%
2019
+22.23% +28.46%
2018
-8.43% -3.84%
2017
+20.00% +19.83%
2016
+10.10% +10.69%
2015
-2.47% +0.96%
2014
+5.04% +12.08%
2013
+19.28% +29.44%
2012
+15.60% +14.59%
2011
-3.14% +1.43%
2010
+13.80% +14.55%
2009
+29.62% +24.66%
2008
-31.22% -32.35%
2007
+8.95% +6.30%
2006
+18.35% +14.32%
2005
+11.65% +5.58%
2004
+16.21% +9.73%
2003
+32.69% +25.87%
2002
-10.81% -19.13%
2001
-5.95% -10.04%
2000
-4.45% -7.27%
1999
+24.78% +19.15%
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