Last Update: 31 July 2022

The Developed World ex-US 40/60 Portfolio obtained a 5.91% compound annual return, with a 7.23% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.77% compound annual return, with a 8.97% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US 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%
30 Years Stats Return +5.91% +7.77%
Std Dev 7.23% 8.97%
Max Drawdown -26.17% -30.72%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Developed World ex-US 40/60 Portfolio +4.00 -7.83 -10.65 +2.36 +4.27 +5.91 +5.71
Betterment Robo Advisor 50 Portfolio +4.47 -8.59 -9.90 +4.19 +5.76 +7.77 +7.72
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Developed World ex-US 40/60 Portfolio: an investment of 1000$, since August 1992, now would be worth 5603.54$, with a total return of 460.35% (5.91% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since August 1992, now would be worth 9437.47$, with a total return of 843.75% (7.77% annualized).

Developed World ex-US 40/60 Portfolio: an investment of 1000$, since January 1992, now would be worth 5462.49$, with a total return of 446.25% (5.71% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1992, now would be worth 9710.83$, with a total return of 871.08% (7.72% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Developed World ex-US 40/60 Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-26.17% Nov 2007 Feb 2009
-14.95% Jan 2022 Jun 2022
-14.36% Sep 2021 Jun 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-10.86% May 2002 Sep 2002
-9.84% Jan 2020 Mar 2020
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-8.00% Apr 2000 Sep 2002
-7.71% May 2011 Sep 2011
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.97% Feb 1994 Feb 1995
-6.62% Dec 1996 Apr 1997
-5.69% Feb 2018 Dec 2018
-5.53% May 2015 Feb 2016
-5.51% May 2010 Jun 2010

Drawdown comparison chart since January 1992.

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Developed World ex-US 40/60 Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-26.17% Nov 2007 Feb 2009
-14.95% Jan 2022 Jun 2022
-14.36% Sep 2021 Jun 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-10.86% May 2002 Sep 2002
-9.84% Jan 2020 Mar 2020
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-8.00% Apr 2000 Sep 2002
-7.71% May 2011 Sep 2011
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.97% Feb 1994 Feb 1995
-6.62% Dec 1996 Apr 1997
-6.45% Jan 1992 Apr 1992
-5.69% Feb 2018 Dec 2018
-5.53% May 2015 Feb 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Developed World ex-US 40/60 Portfolio Betterment Robo Advisor 50 Portfolio
2022
-10.02% -11.15%
2021
+3.30% +7.95%
2020
+6.69% +9.50%
2019
+13.77% +17.41%
2018
-4.22% -5.36%
2017
+12.01% +14.19%
2016
+3.84% +8.00%
2015
+0.56% -1.55%
2014
+2.85% +5.47%
2013
+8.25% +10.19%
2012
+13.14% +13.19%
2011
+0.24% +1.17%
2010
+8.45% +11.61%
2009
+20.17% +23.06%
2008
-17.67% -19.44%
2007
+7.46% +8.19%
2006
+12.27% +13.22%
2005
+8.43% +9.54%
2004
+11.76% +12.75%
2003
+17.83% +24.96%
2002
-0.67% -2.56%
2001
-2.28% +1.49%
2000
-0.20% +1.53%
1999
+15.36% +17.87%
1998
+16.87% +8.83%
1997
-3.46% +10.06%
1996
+4.67% +13.19%
1995
+14.33% +20.93%
1994
-0.47% -3.66%
1993
+21.82% +24.85%
1992
+1.22% +5.53%
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