Last Update: 31 December 2022
The Stocks/Bonds 40/60 Momentum Portfolio obtained a 8.00% compound annual return, with a 6.81% standard deviation, in the last 30 Years.
The Betterment Robo Advisor 50 Portfolio obtained a 7.53% compound annual return, with a 9.19% 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 | +8.00% | +7.53% |
Std Dev | 6.81% | 9.19% | |
Max Drawdown | -21.11% | -30.72% |
Last Update: 31 December 2022
Historical Returns as of Dec 31, 2022
Comparison period starts from January 1985
1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
---|---|---|---|---|---|---|---|
Stocks/Bonds 40/60 Momentum Portfolio | -2.03 | +1.06 | -15.17 | +3.52 | +6.31 | +8.00 | +9.22 |
Betterment Robo Advisor 50 Portfolio | -2.81 | +0.19 | -14.79 | +2.28 | +4.67 | +7.53 | +9.10 |
Capital Growth as of Dec 31, 2022
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1993, now would be worth 10065.78$, with a total return of 906.58% (8.00% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1993, now would be worth 8825.22$, with a total return of 782.52% (7.53% annualized).
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1985, now would be worth 28563.77$, with a total return of 2756.38% (9.22% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1985, now would be worth 27376.57$, with a total return of 2637.66% (9.10% annualized).
Drawdowns
Drawdown comparison chart since December 1992.
Stocks/Bonds 40/60 Momentum Portfolio |
Betterment Robo Advisor 50 Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-30.72% | Nov 2007 | Feb 2009 | |||
-21.11% | Nov 2021 | Sep 2022 | |||
-20.54% | Nov 2007 | Feb 2009 | |||
-20.25% | Jan 2022 | Sep 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 | |||
-8.54% | Feb 2001 | Sep 2001 | |||
-8.48% | Feb 2001 | Sep 2002 | |||
-7.45% | Feb 2018 | Dec 2018 | |||
-7.31% | Feb 1994 | Jun 1994 | |||
-7.10% | Feb 2020 | Mar 2020 | |||
-7.06% | May 2015 | Jan 2016 | |||
-5.91% | Feb 1994 | Jun 1994 | |||
-5.89% | Oct 2018 | Dec 2018 | |||
-5.51% | May 2010 | Jun 2010 | |||
-4.79% | Sep 2000 | Nov 2000 | |||
-4.36% | Apr 2012 | May 2012 | |||
-4.13% | Aug 1998 | Aug 1998 |
Drawdown comparison chart since January 1985.
Stocks/Bonds 40/60 Momentum Portfolio |
Betterment Robo Advisor 50 Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-30.72% | Nov 2007 | Feb 2009 | |||
-21.11% | Nov 2021 | Sep 2022 | |||
-20.54% | Nov 2007 | Feb 2009 | |||
-20.25% | Jan 2022 | Sep 2022 | |||
-14.26% | Sep 1987 | Nov 1987 | |||
-13.77% | Sep 1987 | Nov 1987 | |||
-13.31% | Jan 2020 | Mar 2020 | |||
-12.79% | May 1998 | Aug 1998 | |||
-11.61% | Aug 1990 | Sep 1990 | |||
-10.86% | May 2002 | Sep 2002 | |||
-9.49% | May 2011 | Sep 2011 | |||
-8.54% | Feb 2001 | Sep 2001 | |||
-8.48% | Feb 2001 | Sep 2002 | |||
-7.55% | Jan 1990 | Apr 1990 | |||
-7.45% | Feb 2018 | Dec 2018 | |||
-7.31% | Feb 1994 | Jun 1994 | |||
-7.10% | Feb 2020 | Mar 2020 | |||
-7.06% | May 2015 | Jan 2016 | |||
-5.91% | Feb 1994 | Jun 1994 | |||
-5.89% | Oct 2018 | Dec 2018 |
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
Year | Stocks/Bonds 40/60 Momentum Portfolio | Betterment Robo Advisor 50 Portfolio |
---|---|---|
2022 |
-15.17% | -14.79% |
2021 |
+4.23% | +7.95% |
2020 |
+16.57% | +9.50% |
2019 |
+16.20% | +17.41% |
2018 |
-0.73% | -5.36% |
2017 |
+17.14% | +14.19% |
2016 |
+3.51% | +8.00% |
2015 |
+3.91% | -1.55% |
2014 |
+9.34% | +5.47% |
2013 |
+12.57% | +10.19% |
2012 |
+7.87% | +13.19% |
2011 |
+7.13% | +1.17% |
2010 |
+10.93% | +11.61% |
2009 |
+9.16% | +23.06% |
2008 |
-12.27% | -19.44% |
2007 |
+11.21% | +8.19% |
2006 |
+6.78% | +13.22% |
2005 |
+9.09% | +9.54% |
2004 |
+9.22% | +12.75% |
2003 |
+12.78% | +24.96% |
2002 |
+0.04% | -2.56% |
2001 |
-1.88% | +1.49% |
2000 |
+2.99% | +1.53% |
1999 |
+15.71% | +17.87% |
1998 |
+24.65% | +8.83% |
1997 |
+20.41% | +10.06% |
1996 |
+14.08% | +13.19% |
1995 |
+27.84% | +20.93% |
1994 |
-2.03% | -3.66% |
1993 |
+11.10% | +24.85% |
1992 |
+6.01% | +5.53% |
1991 |
+23.91% | +30.42% |
1990 |
+5.79% | -2.59% |
1989 |
+25.29% | +24.37% |
1988 |
+7.24% | +16.22% |
1987 |
+1.86% | +0.64% |
1986 |
+18.14% | +21.70% |
1985 |
+26.30% | +30.70% |