Last Update: 30 April 2024
The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 8.80% compound annual return, with a 9.07% standard deviation, in the last 10 Years.
The Betterment Robo Advisor 50 Portfolio obtained a 4.69% compound annual return, with a 9.19% standard deviation, in the last 10 Years.
Summary
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| Stocks/Bonds 40/60 with Bitcoin Portfolio | Betterment Robo Advisor 50 Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 39% | 49.9% |
| Fixed Income | 59% | 50.1% | |
| Commodities | 2% | 0% | |
| 10 Years Stats | Return | +8.80% | +4.69% |
| Std Dev | 9.07% | 9.19% | |
| Max Drawdown | -19.39% | -20.25% | |
| All time Stats (Since Jan 2009) |
Return | +17.03% | +6.97% |
| Std Dev | 34.05% | 9.46% | |
| Max Drawdown | -41.83% | -20.25% | |
| Last Update: 30 April 2024 | |||
Historical Returns as of Apr 30, 2024
Comparison period starts from January 2009
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 with Bitcoin Portfolio | -3.58 | +12.62 | +9.82 | +6.80 | +8.80 | +17.03 |
| Betterment Robo Advisor 50 Portfolio | -2.70 | +11.86 | +7.60 | +4.03 | +4.69 | +6.97 |
| Return over 1 year are annualized. |
Capital Growth as of Apr 30, 2024
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since May 2014,
now would be worth 2.32$, with a total return of 132.48%
(8.80% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since May 2014, now would be worth 1.58$, with a total return of 58.15% (4.69% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since May 2014, now would be worth 1.58$, with a total return of 58.15% (4.69% annualized).
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since January 2009,
now would be worth 11.15$, with a total return of 1015.14%
(17.03% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since January 2009, now would be worth 2.81$, with a total return of 180.82% (6.97% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since January 2009, now would be worth 2.81$, with a total return of 180.82% (6.97% annualized).
Drawdowns
Drawdown comparison chart since May 2014.
Swipe left to see all data
|
Stocks/Bonds 40/60 with Bitcoin 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 |
| -20.25% | Jan 2022 | Sep 2022 (9) | In progress (28) | 10.59 | |||||
| -19.39% | Nov 2021 | Sep 2022 (11) | Mar 2024 (29) | 10.67 | |||||
| -13.31% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 5.81 | |||||
| -8.64% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 4.14 | |||||
| -7.45% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.24 | |||||
| -7.06% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 3.86 | |||||
| -5.78% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.83 | |||||
| -3.58% | Apr 2024 | Apr 2024 (1) | In progress (1) | 2.53 | |||||
| -3.50% | Aug 2015 | Sep 2015 (2) | Nov 2015 (4) | 2.04 | |||||
| -2.95% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 1.84 | |||||
| -2.78% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.60 | |||||
| -2.68% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.55 | |||||
| -2.64% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 1.47 | |||||
| -2.43% | Sep 2014 | Sep 2014 (1) | Feb 2015 (6) | 1.14 | |||||
| -2.36% | Dec 2015 | Jan 2016 (2) | Mar 2016 (4) | 1.30 | |||||
| -2.07% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.23 | |||||
| -1.94% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.28 | |||||
| -1.82% | Oct 2016 | Nov 2016 (2) | Jan 2017 (4) | 1.11 | |||||
| -1.50% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 0.75 | |||||
| -1.16% | Jun 2015 | Jun 2015 (1) | Jul 2015 (2) | 0.67 | |||||
Drawdown comparison chart since January 2009.
Swipe left to see all data
|
Stocks/Bonds 40/60 with Bitcoin 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 |
| -41.83% | Jul 2011 | Nov 2011 (5) | Oct 2013 (28) | 26.75 | |||||
| -22.55% | Dec 2013 | Jan 2014 (2) | Jul 2017 (44) | 15.16 | |||||
| -20.25% | Jan 2022 | Sep 2022 (9) | In progress (28) | 10.59 | |||||
| -19.39% | Nov 2021 | Sep 2022 (11) | Mar 2024 (29) | 10.67 | |||||
| -13.31% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 5.81 | |||||
| -11.58% | Jan 2009 | Feb 2009 (2) | Apr 2009 (4) | 6.53 | |||||
| -9.49% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 3.89 | |||||
| -8.64% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 4.14 | |||||
| -8.48% | Jan 2009 | Feb 2009 (2) | May 2009 (5) | 4.46 | |||||
| -7.45% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.24 | |||||
| -7.06% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 3.86 | |||||
| -5.78% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.83 | |||||
| -5.51% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 3.01 | |||||
| -4.36% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 1.89 | |||||
| -3.88% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 2.18 | |||||
| -3.85% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.04 | |||||
| -3.58% | Apr 2024 | Apr 2024 (1) | In progress (1) | 2.53 | |||||
| -2.95% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 1.84 | |||||
| -2.78% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.60 | |||||
| -2.68% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.55 | |||||
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 |
+0.86%
|
-3.58% |
+0.54%
|
-2.70% |
| 2023 |
+16.42%
|
-5.79% |
+12.47%
|
-7.29% |
| 2022 |
-16.62%
|
-19.39% |
-14.79%
|
-20.25% |
| 2021 |
+10.09%
|
-2.68% |
+7.95%
|
-2.64% |
| 2020 |
+18.86%
|
-8.64% |
+9.50%
|
-13.31% |
| 2019 |
+19.07%
|
-0.26% |
+17.41%
|
-2.78% |
| 2018 |
-3.54%
|
-5.78% |
-5.36%
|
-7.45% |
| 2017 |
+35.81%
|
-0.29% |
+14.19%
|
0.00% |
| 2016 |
+8.97%
|
-1.74% |
+8.00%
|
-2.25% |
| 2015 |
+1.21%
|
-3.50% |
-1.55%
|
-6.85% |
| 2014 |
+7.16%
|
-1.50% |
+5.47%
|
-2.43% |
| 2013 |
+135.55%
|
-22.50% |
+10.19%
|
-3.88% |
| 2012 |
+11.90%
|
-1.96% |
+13.19%
|
-4.36% |
| 2011 |
+34.51%
|
-41.83% |
+1.17%
|
-9.49% |
| 2010 |
+17.41%
|
-3.85% |
+11.61%
|
-5.51% |
| 2009 |
+13.41%
|
-8.48% |
+23.06%
|
-11.58% |
