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

Time Range:

Drawdowns

Time Range:

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%
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