Betterment Robo Advisor 90 vs Technology 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 Technology Portfolio obtained a 13.98% compound annual return, with a 24.02% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 90 Portfolio Technology Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 90.1% 100%
Fixed Income 9.9% 0%
Commodities 0% 0%
30 Years Stats Return +8.06% +13.98%
Std Dev 14.44% 24.02%
Max Drawdown -50.07% -81.08%
All time Stats
(Since Jan 1985)
Return +10.43% +14.68%
Std Dev 14.52% 23.60%
Max Drawdown -50.07% -81.08%
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
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +18.10 +13.98 +14.68
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).

Technology Portfolio: an investment of 1$, since March 1994, now would be worth 50.62$, with a total return of 4961.70% (13.98% 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).

Technology Portfolio: an investment of 1$, since January 1985, now would be worth 213.86$, with a total return of 21285.50% (14.68% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Betterment Robo Advisor 90 Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-81.08% Apr 2000 Sep 2002 (30) Oct 2014 (175) 56.07
-50.07% Nov 2007 Feb 2009 (16) Dec 2012 (62) 20.46
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-32.03% Apr 2000 Sep 2002 (30) Jan 2004 (46) 16.99
-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
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32
-13.38% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.01
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-12.58% Mar 1994 Jun 1994 (4) Oct 1994 (8) 7.44
-12.25% May 2015 Feb 2016 (10) Aug 2016 (16) 6.25
-10.50% Aug 1997 Dec 1997 (5) Feb 1998 (7) 5.23
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-9.49% Feb 1999 Feb 1999 (1) Apr 1999 (3) 4.77
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16

Drawdown comparison chart since January 1985.

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Betterment Robo Advisor 90 Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-81.08% Apr 2000 Sep 2002 (30) Oct 2014 (175) 56.07
-50.07% Nov 2007 Feb 2009 (16) Dec 2012 (62) 20.46
-34.57% Sep 1987 Nov 1987 (3) May 1989 (21) 17.23
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-32.03% Apr 2000 Sep 2002 (30) Jan 2004 (46) 16.99
-27.64% Jul 1990 Oct 1990 (4) Feb 1991 (8) 16.50
-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
-18.78% Jan 1990 Sep 1990 (9) Feb 1991 (14) 9.14
-18.63% May 1998 Aug 1998 (4) Jan 1999 (9) 8.42
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-15.73% Jun 1986 Sep 1986 (4) Jan 1987 (8) 9.55
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32
-13.48% Mar 1992 Aug 1992 (6) Nov 1992 (9) 8.98
-13.38% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.01
-12.97% Feb 1994 Jun 1994 (5) Feb 1995 (13) 6.32
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-12.25% May 2015 Feb 2016 (10) Aug 2016 (16) 6.25

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%
+7.20%
0.00%
2023
+16.67%
-9.97%
+54.85%
-8.42%
2022
-15.33%
-23.36%
-32.58%
-32.58%
2021
+16.04%
-3.56%
+27.42%
-5.68%
2020
+12.42%
-22.15%
+48.40%
-12.90%
2019
+23.85%
-5.81%
+38.96%
-8.23%
2018
-9.42%
-13.38%
-0.12%
-16.96%
2017
+21.88%
0.00%
+32.66%
-2.32%
2016
+10.80%
-5.43%
+7.10%
-8.37%
2015
-2.80%
-10.67%
+9.45%
-8.88%
2014
+4.90%
-4.04%
+19.18%
-3.04%
2013
+22.35%
-2.54%
+36.63%
-2.39%
2012
+16.43%
-8.60%
+18.12%
-8.13%
2011
-4.58%
-19.34%
+3.47%
-10.79%
2010
+14.53%
-11.53%
+20.14%
-12.93%
2009
+31.75%
-18.15%
+54.68%
-7.43%
2008
-35.20%
-38.59%
-41.73%
-43.03%
2007
+9.10%
-5.88%
+19.02%
-6.83%
2006
+20.04%
-4.18%
+7.14%
-11.54%
2005
+12.34%
-4.48%
+1.57%
-12.37%
2004
+17.30%
-3.67%
+10.54%
-9.86%
2003
+35.45%
-4.83%
+49.67%
-2.90%
2002
-13.60%
-22.30%
-37.37%
-46.75%
2001
-8.35%
-20.79%
-33.34%
-54.93%
2000
-6.41%
-11.45%
-36.11%
-46.69%
1999
+27.16%
-2.90%
+101.95%
-9.49%
1998
+10.74%
-18.63%
+85.30%
-17.20%
1997
+14.35%
-5.90%
+20.63%
-13.51%
1996
+15.14%
-4.52%
+42.54%
-8.14%
1995
+21.12%
-1.87%
+42.54%
-3.77%
1994
-1.23%
-8.05%
+1.50%
-12.97%
1993
+29.97%
-3.89%
+10.58%
-8.26%
1992
+2.72%
-4.00%
+8.86%
-13.48%
1991
+36.99%
-5.09%
+64.99%
-8.89%
1990
-10.32%
-18.78%
-10.41%
-27.64%
1989
+31.85%
-3.24%
+26.17%
-4.64%
1988
+22.55%
-3.39%
+13.54%
-10.50%
1987
+1.77%
-23.49%
+10.50%
-34.57%
1986
+26.81%
-5.35%
+6.89%
-15.73%
1985
+36.53%
-2.75%
+35.61%
-6.97%