Last Update: 31 October 2021
The Developed World ex-US 40/60 Portfolio obtained a 5.88% compound annual return, with a 7.18% standard deviation, in the last 25 Years.
The Betterment Robo Advisor 50 Portfolio obtained a 7.75% compound annual return, with a 9.19% standard deviation, in the last 25 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% | |
| 25 Years Stats | Return | +5.88% | +7.75% |
| Std Dev | 7.18% | 9.19% | |
| Max Drawdown | -26.16% | -30.72% | |
Last Update: 31 October 2021
Historical Returns
Comparison period starts from January 1995
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| 1M | 3M | 6M | 1Y | 5Y(*) | 10Y(*) | 25Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Developed World ex-US 40/60 Portfolio | +1.12 | -0.66 | +1.72 | +11.74 | +6.09 | +5.86 | +5.88 | +6.14 |
| Betterment Robo Advisor 50 Portfolio | +2.29 | +0.72 | +2.88 | +17.86 | +8.50 | +7.61 | +7.75 | +8.33 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1995.
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| Year | Developed World ex-US 40/60 Portfolio | Betterment Robo Advisor 50 Portfolio |
|---|---|---|
| 2021 |
+3.35% | +7.21% |
| 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% |