Betterment Robo Advisor 90 vs Aggressive Global Income Portfolio Comparison

Last Update: 29 February 2024

The Betterment Robo Advisor 90 Portfolio obtained a 8.06% compound annual return, with a 14.44% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 8.62% compound annual return, with a 14.42% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 90 Portfolio Aggressive Global Income Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 90.1% 80%
Fixed Income 9.9% 20%
Commodities 0% 0%
30 Years Stats Return +8.06% +8.62%
Std Dev 14.44% 14.42%
Max Drawdown -50.07% -52.63%
All time Stats
(Since Jan 1985)
Return +10.43% +10.29%
Std Dev 14.52% 14.10%
Max Drawdown -50.07% -52.63%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Betterment Robo Advisor 90 Portfolio +3.52 +8.96 +15.53 +8.20 +7.37 +8.06 +10.43
Aggressive Global Income Portfolio +0.75 +6.19 +8.63 +5.27 +5.36 +8.62 +10.29
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Betterment Robo Advisor 90 Portfolio: an investment of 1$, since March 1994, now would be worth 10.24$, with a total return of 924.37% (8.06% annualized).

Aggressive Global Income Portfolio: an investment of 1$, since March 1994, now would be worth 11.93$, with a total return of 1093.25% (8.62% annualized).

Betterment Robo Advisor 90 Portfolio: an investment of 1$, since January 1985, now would be worth 48.69$, with a total return of 4768.76% (10.43% annualized).

Aggressive Global Income Portfolio: an investment of 1$, since January 1985, now would be worth 46.36$, with a total return of 4536.38% (10.29% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Betterment Robo Advisor 90 Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-52.63% Nov 2007 Feb 2009 (16) Apr 2011 (42) 23.73
-50.07% Nov 2007 Feb 2009 (16) Dec 2012 (62) 20.46
-32.03% Apr 2000 Sep 2002 (30) Jan 2004 (46) 16.99
-27.39% Mar 2000 Sep 2002 (31) Dec 2003 (46) 15.98
-23.84% Jan 2020 Mar 2020 (3) Feb 2021 (14) 11.83
-23.36% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.10
-22.15% Jan 2020 Mar 2020 (3) Nov 2020 (11) 9.32
-18.63% May 1998 Aug 1998 (4) Jan 1999 (9) 8.42
-18.06% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.09
-17.13% May 2011 Sep 2011 (5) Sep 2012 (17) 6.79
-15.46% May 1998 Aug 1998 (4) Jun 1999 (14) 7.15
-13.63% May 2015 Jan 2016 (9) Jul 2016 (15) 7.95
-13.38% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.01
-12.25% May 2015 Feb 2016 (10) Aug 2016 (16) 6.25
-9.93% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.94
-6.63% Sep 1994 Jan 1995 (5) May 1995 (9) 3.88
-5.90% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.66
-5.15% Mar 2005 Apr 2005 (2) Jul 2005 (5) 2.52
-5.00% Mar 1994 Mar 1994 (1) Aug 1994 (6) 2.71
-4.74% May 2019 May 2019 (1) Jun 2019 (2) 2.74

Drawdown comparison chart since January 1985.

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Betterment Robo Advisor 90 Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-52.63% Nov 2007 Feb 2009 (16) Apr 2011 (42) 23.73
-50.07% Nov 2007 Feb 2009 (16) Dec 2012 (62) 20.46
-32.03% Apr 2000 Sep 2002 (30) Jan 2004 (46) 16.99
-27.39% Mar 2000 Sep 2002 (31) Dec 2003 (46) 15.98
-23.84% Jan 2020 Mar 2020 (3) Feb 2021 (14) 11.83
-23.49% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.50
-23.36% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.10
-22.15% Jan 2020 Mar 2020 (3) Nov 2020 (11) 9.32
-21.38% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.01
-19.23% Jan 1990 Sep 1990 (9) May 1991 (17) 9.50
-18.78% Jan 1990 Sep 1990 (9) Feb 1991 (14) 9.14
-18.63% May 1998 Aug 1998 (4) Jan 1999 (9) 8.42
-18.06% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.09
-17.13% May 2011 Sep 2011 (5) Sep 2012 (17) 6.79
-15.46% May 1998 Aug 1998 (4) Jun 1999 (14) 7.15
-13.63% May 2015 Jan 2016 (9) Jul 2016 (15) 7.95
-13.38% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.01
-12.25% May 2015 Feb 2016 (10) Aug 2016 (16) 6.25
-9.93% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.94
-8.05% Feb 1994 Mar 1994 (2) May 1995 (16) 4.81

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+2.56%
-0.94%
-0.21%
-0.95%
2023
+16.67%
-9.97%
+11.91%
-7.58%
2022
-15.33%
-23.36%
-8.43%
-18.06%
2021
+16.04%
-3.56%
+17.07%
-3.13%
2020
+12.42%
-22.15%
-1.13%
-23.84%
2019
+23.85%
-5.81%
+19.97%
-4.74%
2018
-9.42%
-13.38%
-8.07%
-9.93%
2017
+21.88%
0.00%
+13.53%
-0.18%
2016
+10.80%
-5.43%
+18.29%
-3.34%
2015
-2.80%
-10.67%
-6.99%
-13.07%
2014
+4.90%
-4.04%
+3.96%
-4.21%
2013
+22.35%
-2.54%
+19.30%
-3.15%
2012
+16.43%
-8.60%
+12.95%
-7.73%
2011
-4.58%
-19.34%
+0.62%
-17.13%
2010
+14.53%
-11.53%
+14.37%
-10.71%
2009
+31.75%
-18.15%
+33.97%
-22.88%
2008
-35.20%
-38.59%
-34.21%
-38.73%
2007
+9.10%
-5.88%
+3.78%
-6.63%
2006
+20.04%
-4.18%
+21.69%
-3.86%
2005
+12.34%
-4.48%
+12.70%
-5.15%
2004
+17.30%
-3.67%
+16.76%
-2.82%
2003
+35.45%
-4.83%
+32.98%
-2.92%
2002
-13.60%
-22.30%
-7.54%
-18.13%
2001
-8.35%
-20.79%
-4.83%
-16.72%
2000
-6.41%
-11.45%
-0.62%
-14.41%
1999
+27.16%
-2.90%
+48.88%
-3.02%
1998
+10.74%
-18.63%
+8.84%
-15.46%
1997
+14.35%
-5.90%
+18.82%
-3.75%
1996
+15.14%
-4.52%
+13.71%
-4.27%
1995
+21.12%
-1.87%
+24.10%
-1.27%
1994
-1.23%
-8.05%
+2.10%
-5.06%
1993
+29.97%
-3.89%
+19.15%
-4.01%
1992
+2.72%
-4.00%
+3.24%
-3.34%
1991
+36.99%
-5.09%
+24.91%
-4.27%
1990
-10.32%
-18.78%
-13.87%
-19.23%
1989
+31.85%
-3.24%
+17.94%
-3.26%
1988
+22.55%
-3.39%
+21.28%
-3.17%
1987
+1.77%
-23.49%
+8.36%
-21.38%
1986
+26.81%
-5.35%
+32.40%
-3.91%
1985
+36.53%
-2.75%
+37.47%
-2.20%