Betterment Robo Advisor 0 Portfolio: Rolling Returns

Last Update: 31 May 2023

Implementing the Betterment Robo Advisor 0 Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 4 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 1 year rolling periods, you would have obtained a positive returns 92.41% of times

All the returns are calculated over the available historical serie, starting from January 1871 until May 2023.

In order to have complete information about the portfolio, please refer to the Betterment Robo Advisor 0 Portfolio: ETF allocation and returns page.

Rolling Returns

Betterment Robo Advisor 0 Portfolio: annualized rolling and average returns

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Rolling Period	Annualized Return (%)				Negative Periods
Rolling Period	Average	Latest	Best	Worst	Negative Periods
1 Year	4.52	-0.20	26.58 Oct 1981 - Sep 1982	-5.55 Oct 2021 - Sep 2022	7.59%
2 Years	4.53	-1.83	19.83 May 1981 - Apr 1983	-2.89 Nov 2020 - Oct 2022	1.55%
3 Years	4.54	-1.13	17.65 Mar 1980 - Feb 1983	-1.15 Mar 2020 - Feb 2023	0.78%
4 Years	4.54	0.30	16.31 Sep 1981 - Aug 1985	0.15 Jul 1949 - Jun 1953	0.00%
5 Years	4.53	0.96	15.88 Sep 1981 - Aug 1986	0.41 Jun 1948 - May 1953	0.00%
6 Years	4.53	0.75	14.89 Apr 1980 - Mar 1986	0.36 Jul 1947 - Jun 1953	0.00%
7 Years	4.53	0.73	14.06 Mar 1980 - Feb 1987	0.47 Nov 2015 - Oct 2022	0.00%
8 Years	4.53	0.73	13.03 Mar 1980 - Feb 1988	0.51 Nov 2014 - Oct 2022	0.00%
9 Years	4.54	0.74	12.02 Mar 1980 - Feb 1989	0.53 Nov 2013 - Oct 2022	0.00%
10 Years	4.55	0.74	11.91 Mar 1980 - Feb 1990	0.51 Nov 2012 - Oct 2022	0.00%
11 Years	4.55	0.70	11.82 Mar 1980 - Feb 1991	0.52 Nov 2011 - Oct 2022	0.00%
12 Years	4.56	0.73	11.67 Mar 1980 - Feb 1992	0.57 Nov 2010 - Oct 2022	0.00%
13 Years	4.57	0.83	11.54 Mar 1980 - Feb 1993	0.75 Mar 2010 - Feb 2023	0.00%
14 Years	4.58	0.94	10.94 Mar 1980 - Feb 1994	0.82 Jan 2009 - Dec 2022	0.00%
15 Years	4.59	1.20	10.39 Mar 1980 - Feb 1995	1.00 Jul 1938 - Jun 1953	0.00%
20 Years	4.62	1.73	9.55 Aug 1973 - Jul 1993	1.14 Jul 1933 - Jun 1953	0.00%
30 Years	4.65	3.13	8.31 Aug 1973 - Jul 2003	1.91 Nov 1933 - Oct 1963	0.00%

Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.52%	+26.58% Oct 1981 - Sep 1982	-5.55% Oct 2021 - Sep 2022	7.59% 138 out of 1818

1 Year Annualized Rolling Returns over time

1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.53%	+19.83% May 1981 - Apr 1983	-2.89% Nov 2020 - Oct 2022	1.55% 28 out of 1806

2 Years Annualized Rolling Returns over time

2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.54%	+17.65% Mar 1980 - Feb 1983	-1.15% Mar 2020 - Feb 2023	0.78% 14 out of 1794

3 Years Annualized Rolling Returns over time

3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.54%	+16.31% Sep 1981 - Aug 1985	+0.15% Jul 1949 - Jun 1953	0.00% 0 out of 1782

4 Years Annualized Rolling Returns over time

4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.53%	+15.88% Sep 1981 - Aug 1986	+0.41% Jun 1948 - May 1953	0.00% 0 out of 1770

5 Years Annualized Rolling Returns over time

5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.53%	+14.89% Apr 1980 - Mar 1986	+0.36% Jul 1947 - Jun 1953	0.00% 0 out of 1758

6 Years Annualized Rolling Returns over time

6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.53%	+14.06% Mar 1980 - Feb 1987	+0.47% Nov 2015 - Oct 2022	0.00% 0 out of 1746

7 Years Annualized Rolling Returns over time

7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.53%	+13.03% Mar 1980 - Feb 1988	+0.51% Nov 2014 - Oct 2022	0.00% 0 out of 1734

8 Years Annualized Rolling Returns over time

8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.54%	+12.02% Mar 1980 - Feb 1989	+0.53% Nov 2013 - Oct 2022	0.00% 0 out of 1722

9 Years Annualized Rolling Returns over time

9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.55%	+11.91% Mar 1980 - Feb 1990	+0.51% Nov 2012 - Oct 2022	0.00% 0 out of 1710

10 Years Annualized Rolling Returns over time

10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.55%	+11.82% Mar 1980 - Feb 1991	+0.52% Nov 2011 - Oct 2022	0.00% 0 out of 1698

11 Years Annualized Rolling Returns over time

11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.56%	+11.67% Mar 1980 - Feb 1992	+0.57% Nov 2010 - Oct 2022	0.00% 0 out of 1686

12 Years Annualized Rolling Returns over time

12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.57%	+11.54% Mar 1980 - Feb 1993	+0.75% Mar 2010 - Feb 2023	0.00% 0 out of 1674

13 Years Annualized Rolling Returns over time

13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.58%	+10.94% Mar 1980 - Feb 1994	+0.82% Jan 2009 - Dec 2022	0.00% 0 out of 1662

14 Years Annualized Rolling Returns over time

14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.59%	+10.39% Mar 1980 - Feb 1995	+1.00% Jul 1938 - Jun 1953	0.00% 0 out of 1650

15 Years Annualized Rolling Returns over time

15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.62%	+9.55% Aug 1973 - Jul 1993	+1.14% Jul 1933 - Jun 1953	0.00% 0 out of 1590

20 Years Annualized Rolling Returns over time

20 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 30 Years (360 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.65%	+8.31% Aug 1973 - Jul 2003	+1.91% Nov 1933 - Oct 1963	0.00% 0 out of 1470

30 Years Annualized Rolling Returns over time

30 Years Annualized Rolling Returns Histogram

In order to have complete information about the portfolio, please refer to the Betterment Robo Advisor 0 Portfolio: ETF allocation and returns page.