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

Swipe left to see all data
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

Swipe left to see all data
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

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

Swipe left to see all data
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%
Share this page