Last Update: 28 February 2021
The Developed World 40/60 Portfolio obtained a 5.18% compound annual return, with a 6.33% standard deviation, in the last 10 years.
The Betterment Robo Advisor 50 Portfolio obtained a 6.83% compound annual return, with a 7.94% standard deviation, in the last 10 years.
Summary
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| Developed World 40/60 Portfolio | Betterment Robo Advisor 50 Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 49.9% |
| Fixed Income | 60% | 50.1% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +5.18% | +6.83% |
| Std Dev | 6.33% | 7.94% | |
| Max Drawdown | -9.83% | -13.47% | |
Last Update: 28 February 2021
Historical Returns
The examinated historical serie starts from January 2008
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Developed World 40/60 Portfolio | -0.02 | +1.76 | +5.99 | +8.81 | +5.06 | +6.46 | +5.18 | +4.69 |
| Betterment Robo Advisor 50 Portfolio | +0.82 | +3.71 | +8.43 | +14.59 | +7.13 | +9.01 | +6.83 | +6.12 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2008.
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| Year | Developed World 40/60 Portfolio | Betterment Robo Advisor 50 Portfolio |
|---|---|---|
| 2021 |
-0.69% | +0.72% |
| 2020 |
+6.69% | +9.26% |
| 2019 |
+13.77% | +17.29% |
| 2018 |
-4.22% | -5.31% |
| 2017 |
+12.01% | +14.03% |
| 2016 |
+3.84% | +8.32% |
| 2015 |
+0.56% | -1.57% |
| 2014 |
+2.85% | +5.37% |
| 2013 |
+8.25% | +10.33% |
| 2012 |
+13.14% | +13.22% |
| 2011 |
+0.24% | +1.09% |
| 2010 |
+8.45% | +11.57% |
| 2009 |
+20.17% | +22.95% |
| 2008 |
-17.67% | -19.41% |