Developed World ex-US 40/60 vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 29 February 2024

The Developed World ex-US 40/60 Portfolio obtained a 5.26% compound annual return, with a 7.40% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.19% compound annual return, with a 9.28% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US 40/60 Portfolio Betterment Robo Advisor 50 Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 49.9%
Fixed Income 60% 50.1%
Commodities 0% 0%
30 Years Stats Return +5.26% +7.19%
Std Dev 7.40% 9.28%
Max Drawdown -26.17% -30.72%
All time Stats
(Since Jan 1985)
Return +7.62% +9.17%
Std Dev 8.10% 9.51%
Max Drawdown -26.17% -30.72%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Developed World ex-US 40/60 Portfolio +0.77 +5.57 +9.58 +3.02 +3.29 +5.26 +7.62
Betterment Robo Advisor 50 Portfolio +1.72 +6.53 +11.06 +4.75 +4.88 +7.19 +9.17
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Developed World ex-US 40/60 Portfolio: an investment of 1$, since March 1994, now would be worth 4.65$, with a total return of 364.83% (5.26% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since March 1994, now would be worth 8.03$, with a total return of 702.60% (7.19% annualized).

Developed World ex-US 40/60 Portfolio: an investment of 1$, since January 1985, now would be worth 17.76$, with a total return of 1675.86% (7.62% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since January 1985, now would be worth 31.10$, with a total return of 3009.72% (9.17% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Developed World ex-US 40/60 Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-26.17% Nov 2007 Feb 2009 (16) Aug 2010 (34) 11.47
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-19.57% Sep 2021 Sep 2022 (13) In progress (30) 10.00
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.84% Jan 2020 Mar 2020 (3) Nov 2020 (11) 3.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-8.00% Apr 2000 Sep 2002 (30) May 2003 (38) 3.91
-7.71% May 2011 Sep 2011 (5) Feb 2012 (10) 3.70
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-6.62% Dec 1996 Apr 1997 (5) Jun 1997 (7) 4.07
-5.70% Mar 1994 Feb 1995 (12) May 1995 (15) 2.69
-5.69% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.61
-5.53% May 2015 Feb 2016 (10) Jul 2016 (15) 3.12
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-5.24% Jul 1997 Dec 1997 (6) Feb 1998 (8) 2.97

Drawdown comparison chart since January 1985.

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Developed World ex-US 40/60 Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-26.17% Nov 2007 Feb 2009 (16) Aug 2010 (34) 11.47
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-19.57% Sep 2021 Sep 2022 (13) In progress (30) 10.00
-14.26% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.63
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-12.17% Jan 1990 Sep 1990 (9) Feb 1991 (14) 6.44
-11.61% Aug 1990 Sep 1990 (2) Feb 1991 (7) 6.17
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.84% Jan 2020 Mar 2020 (3) Nov 2020 (11) 3.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-8.00% Apr 2000 Sep 2002 (30) May 2003 (38) 3.91
-7.71% May 2011 Sep 2011 (5) Feb 2012 (10) 3.70
-7.55% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.01
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.31% Feb 1994 Jun 1994 (5) May 1995 (16) 5.36
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-6.97% Feb 1994 Feb 1995 (13) Jul 1995 (18) 3.55

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
-0.02%
-0.79%
+1.00%
-0.71%
2023
+12.45%
-5.52%
+12.47%
-7.29%
2022
-13.80%
-18.75%
-14.79%
-20.25%
2021
+3.30%
-2.38%
+7.95%
-2.64%
2020
+6.69%
-9.84%
+9.50%
-13.31%
2019
+13.77%
-1.47%
+17.41%
-2.78%
2018
-4.22%
-5.69%
-5.36%
-7.45%
2017
+12.01%
-0.03%
+14.19%
0.00%
2016
+3.84%
-3.04%
+8.00%
-2.25%
2015
+0.56%
-5.49%
-1.55%
-6.85%
2014
+2.85%
-1.71%
+5.47%
-2.43%
2013
+8.25%
-4.79%
+10.19%
-3.88%
2012
+13.14%
-4.63%
+13.19%
-4.36%
2011
+0.24%
-7.71%
+1.17%
-9.49%
2010
+8.45%
-4.11%
+11.61%
-5.51%
2009
+20.17%
-8.82%
+23.06%
-11.58%
2008
-17.67%
-22.03%
-19.44%
-24.47%
2007
+7.46%
-1.65%
+8.19%
-2.74%
2006
+12.27%
-1.46%
+13.22%
-2.76%
2005
+8.43%
-1.59%
+9.54%
-2.36%
2004
+11.76%
-1.58%
+12.75%
-3.66%
2003
+17.83%
-1.98%
+24.96%
-1.03%
2002
-0.67%
-6.61%
-2.56%
-10.86%
2001
-2.28%
-6.43%
+1.49%
-8.54%
2000
-0.20%
-3.33%
+1.53%
-4.79%
1999
+15.36%
-2.65%
+17.87%
-2.47%
1998
+16.87%
-3.91%
+8.83%
-12.79%
1997
-3.46%
-5.63%
+10.06%
-3.98%
1996
+4.67%
-1.05%
+13.19%
-1.81%
1995
+14.33%
-2.75%
+20.93%
-0.56%
1994
-0.47%
-4.38%
-3.66%
-7.31%
1993
+21.82%
-4.00%
+24.85%
-2.42%
1992
+1.22%
-6.45%
+5.53%
-2.73%
1991
+16.64%
-2.93%
+30.42%
-3.25%
1990
-5.59%
-12.17%
-2.59%
-11.61%
1989
+11.80%
-2.73%
+24.37%
-1.05%
1988
+15.54%
-3.13%
+16.22%
-2.20%
1987
+14.28%
-5.95%
+0.64%
-14.26%
1986
+35.17%
-4.19%
+21.70%
-4.04%
1985
+37.39%
-0.82%
+30.70%
-1.22%