Last Update: 31 July 2022
The Stocks/Bonds 40/60 Momentum Portfolio obtained a 7.07% compound annual return, with a 7.03% standard deviation, in the last 30 Years.
The Betterment Robo Advisor 50 Portfolio obtained a 7.77% compound annual return, with a 8.97% standard deviation, in the last 30 Years.
Summary
| Stocks/Bonds 40/60 Momentum Portfolio | Betterment Robo Advisor 50 Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 49.9% |
| Fixed Income | 60% | 50.1% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.07% | +7.77% |
| Std Dev | 7.03% | 8.97% | |
| Max Drawdown | -21.90% | -30.72% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 Momentum Portfolio | +5.38 | -6.66 | -12.42 | +4.92 | +5.70 | +7.07 | +7.02 |
| Betterment Robo Advisor 50 Portfolio | +4.47 | -8.59 | -9.90 | +4.19 | +5.76 | +7.77 | +7.72 |
Capital Growth as of Jul 31, 2022
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since August 1992, now would be worth 7766.15$, with a total return of 676.62% (7.07% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since August 1992, now would be worth 9437.47$, with a total return of 843.75% (7.77% annualized).
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1992, now would be worth 7974.15$, with a total return of 697.41% (7.02% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1992, now would be worth 9710.83$, with a total return of 871.08% (7.72% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
Stocks/Bonds 40/60 Momentum Portfolio |
Betterment Robo Advisor 50 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -30.72% | Nov 2007 | Feb 2009 | |||
| -21.90% | Nov 2007 | Feb 2009 | |||
| -18.59% | Nov 2021 | Jun 2022 | |||
| -14.95% | Jan 2022 | Jun 2022 | |||
| -13.31% | Jan 2020 | Mar 2020 | |||
| -12.79% | May 1998 | Aug 1998 | |||
| -10.86% | May 2002 | Sep 2002 | |||
| -9.49% | May 2011 | Sep 2011 | |||
| -9.29% | Feb 2001 | Sep 2002 | |||
| -8.54% | Feb 2001 | Sep 2001 | |||
| -7.68% | Sep 2018 | Dec 2018 | |||
| -7.45% | Feb 2018 | Dec 2018 | |||
| -7.31% | Feb 1994 | Jun 1994 | |||
| -7.11% | Feb 2020 | Mar 2020 | |||
| -7.06% | May 2015 | Jan 2016 | |||
| -5.66% | Feb 1994 | Jun 1994 | |||
| -5.51% | May 2010 | Jun 2010 | |||
| -5.35% | Jul 1998 | Aug 1998 | |||
| -4.90% | Jun 2011 | Sep 2011 | |||
| -4.79% | Sep 2000 | Nov 2000 | |||
Drawdown comparison chart since January 1992.
Stocks/Bonds 40/60 Momentum Portfolio |
Betterment Robo Advisor 50 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -30.72% | Nov 2007 | Feb 2009 | |||
| -21.90% | Nov 2007 | Feb 2009 | |||
| -18.59% | Nov 2021 | Jun 2022 | |||
| -14.95% | Jan 2022 | Jun 2022 | |||
| -13.31% | Jan 2020 | Mar 2020 | |||
| -12.79% | May 1998 | Aug 1998 | |||
| -10.86% | May 2002 | Sep 2002 | |||
| -9.49% | May 2011 | Sep 2011 | |||
| -9.29% | Feb 2001 | Sep 2002 | |||
| -8.54% | Feb 2001 | Sep 2001 | |||
| -7.68% | Sep 2018 | Dec 2018 | |||
| -7.45% | Feb 2018 | Dec 2018 | |||
| -7.31% | Feb 1994 | Jun 1994 | |||
| -7.11% | Feb 2020 | Mar 2020 | |||
| -7.06% | May 2015 | Jan 2016 | |||
| -5.66% | Feb 1994 | Jun 1994 | |||
| -5.51% | May 2010 | Jun 2010 | |||
| -5.35% | Jul 1998 | Aug 1998 | |||
| -4.90% | Jun 2011 | Sep 2011 | |||
| -4.79% | Sep 2000 | Nov 2000 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Stocks/Bonds 40/60 Momentum Portfolio | Betterment Robo Advisor 50 Portfolio |
|---|---|---|
| 2022 |
-12.95% | -11.15% |
| 2021 |
+1.97% | +7.95% |
| 2020 |
+19.27% | +9.50% |
| 2019 |
+18.55% | +17.41% |
| 2018 |
-2.45% | -5.36% |
| 2017 |
+11.46% | +14.19% |
| 2016 |
+2.45% | +8.00% |
| 2015 |
+0.79% | -1.55% |
| 2014 |
+8.37% | +5.47% |
| 2013 |
+11.41% | +10.19% |
| 2012 |
+9.16% | +13.19% |
| 2011 |
+5.36% | +1.17% |
| 2010 |
+14.35% | +11.61% |
| 2009 |
+13.39% | +23.06% |
| 2008 |
-14.37% | -19.44% |
| 2007 |
+6.21% | +8.19% |
| 2006 |
+8.90% | +13.22% |
| 2005 |
+3.37% | +9.54% |
| 2004 |
+6.82% | +12.75% |
| 2003 |
+13.65% | +24.96% |
| 2002 |
-3.68% | -2.56% |
| 2001 |
+0.36% | +1.49% |
| 2000 |
+2.94% | +1.53% |
| 1999 |
+7.70% | +17.87% |
| 1998 |
+16.62% | +8.83% |
| 1997 |
+19.06% | +10.06% |
| 1996 |
+11.14% | +13.19% |
| 1995 |
+26.13% | +20.93% |
| 1994 |
-1.43% | -3.66% |
| 1993 |
+14.44% | +24.85% |
| 1992 |
+7.45% | +5.53% |