Last Update: 31 October 2022

The Vanguard LifeStrategy Conservative Growth Portfolio obtained a 6.39% compound annual return, with a 6.64% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.53% compound annual return, with a 9.11% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Vanguard LifeStrategy Conservative Growth 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 +6.39% +7.53%
Std Dev 6.64% 9.11%
Max Drawdown -21.90% -30.72%

Last Update: 31 October 2022

Historical Returns as of Oct 31, 2022

Comparison period starts from January 1985

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Vanguard LifeStrategy Conservative Growth Portfolio +1.88 -7.11 -16.61 +2.28 +4.31 +6.39 +7.83
Betterment Robo Advisor 50 Portfolio +3.18 -7.93 -17.15 +2.01 +4.60 +7.53 +9.04
(*) Returns over 1 year are annualized

Capital Growth as of Oct 31, 2022

Vanguard LifeStrategy Conservative Growth Portfolio: an investment of 1000$, since November 1992, now would be worth 6410.84$, with a total return of 541.08% (6.39% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since November 1992, now would be worth 8837.27$, with a total return of 783.73% (7.53% annualized).

Vanguard LifeStrategy Conservative Growth Portfolio: an investment of 1000$, since January 1985, now would be worth 17300.04$, with a total return of 1630.00% (7.83% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1985, now would be worth 26436.86$, with a total return of 2543.69% (9.04% annualized).

Drawdowns

Drawdown comparison chart since October 1992.

Swipe left to see all data
Vanguard LifeStrategy Conservative Growth Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-21.90% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-18.57% 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
-8.46% Feb 2020 Mar 2020
-8.06% Feb 2001 Sep 2002
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.00% May 2011 Sep 2011
-5.51% May 2010 Jun 2010
-5.30% Jul 1998 Aug 1998
-4.90% Feb 1994 Jun 1994
-4.79% Sep 2000 Nov 2000
-4.63% Sep 2018 Dec 2018

Drawdown comparison chart since January 1985.

Swipe left to see all data
Vanguard LifeStrategy Conservative Growth Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-21.90% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-18.57% Jan 2022 Sep 2022
-14.26% 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
-9.95% Sep 1987 Nov 1987
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-8.46% Feb 2020 Mar 2020
-8.06% Feb 2001 Sep 2002
-7.55% Jan 1990 Apr 1990
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.29% Aug 1990 Sep 1990
-7.06% May 2015 Jan 2016
-6.31% Jan 1990 Apr 1990

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

Swipe left to see all data
Year Vanguard LifeStrategy Conservative Growth Portfolio Betterment Robo Advisor 50 Portfolio
2022
-17.04% -17.71%
2021
+6.29% +7.95%
2020
+10.90% +9.50%
2019
+15.98% +17.41%
2018
-3.06% -5.36%
2017
+11.40% +14.19%
2016
+5.76% +8.00%
2015
-0.23% -1.55%
2014
+6.30% +5.47%
2013
+9.27% +10.19%
2012
+10.01% +13.19%
2011
+2.86% +1.17%
2010
+10.21% +11.61%
2009
+17.23% +23.06%
2008
-13.37% -19.44%
2007
+7.58% +8.19%
2006
+10.35% +13.22%
2005
+5.91% +9.54%
2004
+9.28% +12.75%
2003
+16.21% +24.96%
2002
-2.19% -2.56%
2001
-0.37% +1.49%
2000
+1.40% +1.53%
1999
+10.23% +17.87%
1998
+14.76% +8.83%
1997
+10.41% +10.06%
1996
+8.12% +13.19%
1995
+20.68% +20.93%
1994
-0.91% -3.66%
1993
+14.36% +24.85%
1992
+4.96% +5.53%
1991
+19.55% +30.42%
1990
-0.50% -2.59%
1989
+16.53% +24.37%
1988
+12.93% +16.22%
1987
+6.77% +0.64%
1986
+22.93% +21.70%
1985
+29.44% +30.70%
Share this page