Last Update: 31 March 2024
The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 8.43% compound annual return, with a 14.64% standard deviation, in the last 10 Years.
The Betterment Robo Advisor 50 Portfolio obtained a 5.05% compound annual return, with a 9.13% standard deviation, in the last 10 Years.
Summary
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| Stocks/Bonds 40/60 2x Leveraged Portfolio | Betterment Robo Advisor 50 Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 49.9% |
| Fixed Income | 60% | 50.1% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +8.43% | +5.05% |
| Std Dev | 14.64% | 9.13% | |
| Max Drawdown | -36.46% | -20.25% | |
| All time Stats (Since Mar 2010) |
Return | +11.48% | +6.27% |
| Std Dev | 13.27% | 8.93% | |
| Max Drawdown | -36.46% | -20.25% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from March 2010
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 2x Leveraged Portfolio | +3.56 | +22.47 | +14.99 | +6.83 | +8.43 | +11.48 |
| Betterment Robo Advisor 50 Portfolio | +2.31 | +12.67 | +11.37 | +4.97 | +5.05 | +6.27 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since April 2014,
now would be worth 2.25$, with a total return of 124.72%
(8.43% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since April 2014, now would be worth 1.64$, with a total return of 63.71% (5.05% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since April 2014, now would be worth 1.64$, with a total return of 63.71% (5.05% annualized).
Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2010,
now would be worth 4.62$, with a total return of 362.33%
(11.48% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since March 2010, now would be worth 2.36$, with a total return of 135.53% (6.27% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since March 2010, now would be worth 2.36$, with a total return of 135.53% (6.27% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Stocks/Bonds 40/60 2x Leveraged Portfolio
|
Betterment Robo Advisor 50 Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -36.46% | Jan 2022 | Sep 2022 (9) | In progress (27) | 25.55 | |||||
| -20.25% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.76 | |||||
| -13.31% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 5.81 | |||||
| -9.59% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.96 | |||||
| -7.45% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.24 | |||||
| -7.29% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.46 | |||||
| -7.11% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 4.21 | |||||
| -7.06% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 3.86 | |||||
| -6.54% | Aug 2016 | Nov 2016 (4) | Feb 2017 (7) | 3.58 | |||||
| -6.16% | Sep 2021 | Sep 2021 (1) | Nov 2021 (3) | 3.08 | |||||
| -6.13% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 3.32 | |||||
| -5.62% | Mar 2015 | Sep 2015 (7) | Mar 2016 (13) | 2.68 | |||||
| -2.97% | Jan 2021 | Feb 2021 (2) | Apr 2021 (4) | 1.88 | |||||
| -2.86% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.65 | |||||
| -2.78% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.60 | |||||
| -2.64% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 1.47 | |||||
| -2.54% | Sep 2014 | Sep 2014 (1) | Oct 2014 (2) | 1.47 | |||||
| -2.43% | Sep 2014 | Sep 2014 (1) | Feb 2015 (6) | 1.14 | |||||
| -2.07% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.23 | |||||
| -1.82% | Oct 2016 | Nov 2016 (2) | Jan 2017 (4) | 1.11 | |||||
Drawdown comparison chart since March 2010.
Swipe left to see all data
|
Stocks/Bonds 40/60 2x Leveraged Portfolio
|
Betterment Robo Advisor 50 Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -36.46% | Jan 2022 | Sep 2022 (9) | In progress (27) | 25.55 | |||||
| -20.25% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.76 | |||||
| -13.31% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 5.81 | |||||
| -9.59% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.96 | |||||
| -9.49% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 3.89 | |||||
| -7.45% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.24 | |||||
| -7.29% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.46 | |||||
| -7.11% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 4.21 | |||||
| -7.06% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 3.86 | |||||
| -6.54% | Aug 2016 | Nov 2016 (4) | Feb 2017 (7) | 3.58 | |||||
| -6.16% | Sep 2021 | Sep 2021 (1) | Nov 2021 (3) | 3.08 | |||||
| -6.13% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 3.32 | |||||
| -5.64% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 3.09 | |||||
| -5.62% | Mar 2015 | Sep 2015 (7) | Mar 2016 (13) | 2.68 | |||||
| -5.58% | May 2013 | Aug 2013 (4) | Oct 2013 (6) | 3.04 | |||||
| -4.36% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 1.89 | |||||
| -4.27% | May 2010 | Jun 2010 (2) | Jul 2010 (3) | 2.87 | |||||
| -3.88% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 2.18 | |||||
| -2.97% | Jan 2021 | Feb 2021 (2) | Apr 2021 (4) | 1.88 | |||||
| -2.86% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.65 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+5.22%
|
0.00% |
+3.33%
|
-0.71% |
| 2023 |
+18.74%
|
-14.99% |
+12.47%
|
-7.29% |
| 2022 |
-33.70%
|
-36.46% |
-14.79%
|
-20.25% |
| 2021 |
+19.46%
|
-6.16% |
+7.95%
|
-2.64% |
| 2020 |
+19.91%
|
-7.29% |
+9.50%
|
-13.31% |
| 2019 |
+33.39%
|
-2.86% |
+17.41%
|
-2.78% |
| 2018 |
-6.50%
|
-9.59% |
-5.36%
|
-7.45% |
| 2017 |
+19.66%
|
-0.19% |
+14.19%
|
0.00% |
| 2016 |
+8.94%
|
-6.54% |
+8.00%
|
-2.25% |
| 2015 |
+0.67%
|
-5.62% |
-1.55%
|
-6.85% |
| 2014 |
+20.80%
|
-2.54% |
+5.47%
|
-2.43% |
| 2013 |
+20.66%
|
-5.58% |
+10.19%
|
-3.88% |
| 2012 |
+16.43%
|
-2.46% |
+13.19%
|
-4.36% |
| 2011 |
+17.29%
|
-1.97% |
+1.17%
|
-9.49% |
