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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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