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

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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 +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

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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
(*) Returns over 1 year are annualized

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.

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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
-21.11% 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.

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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
-21.11% 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.

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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%
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