Betterment Robo Advisor 0 Portfolio: Rolling Returns

Data Source: from January 1871 to March 2024 (~153 years)
Consolidated Returns as of 31 March 2024

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

Considering all the available data source (~153 years), the longest period with a negative return lasted 49 months (from September 2019 to September 2023).

This means that every rolling period of 50 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Betterment Robo Advisor 0 Portfolio: ETF allocation and returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

BETTERMENT ROBO ADVISOR 0 PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to March 2024

The annualized return of the last 10 years has been 1.00% (updated at Mar 31, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

BETTERMENT ROBO ADVISOR 0 PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1871 - 31 March 2024 (~153 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.05% +26.58%
Oct 1981 - Sep 1982
-5.55%
Oct 2021 - Sep 2022
7.66%
140 out of 1828
US Inflation Adjusted +1.75% +30.37%
Jun 1877 - May 1878
-19.18%
Jul 1919 - Jun 1920
36.76%
672 out of 1828
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.09% +19.83%
May 1981 - Apr 1983
-2.89%
Nov 2020 - Oct 2022
1.93%
35 out of 1816
US Inflation Adjusted +2.06% +22.97%
Jul 1920 - Jun 1922
-14.79%
Jul 1918 - Jun 1920
33.09%
601 out of 1816
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.30% +17.65%
Mar 1980 - Feb 1983
-1.33%
Jul 2020 - Jun 2023
1.33%
24 out of 1804
US Inflation Adjusted +2.14% +17.30%
Aug 1873 - Jul 1876
-12.40%
Feb 1917 - Jan 1920
30.04%
542 out of 1804
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.36% +16.31%
Sep 1981 - Aug 1985
-0.02%
Apr 2020 - Mar 2024
0.06%
1 out of 1792
US Inflation Adjusted +1.98% +15.88%
Jun 1874 - May 1878
-13.35%
Jun 1916 - May 1920
29.63%
531 out of 1792
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.32% +15.88%
Sep 1981 - Aug 1986
+0.41%
Jun 1948 - May 1953
0.00%
0 out of 1780
US Inflation Adjusted +1.92% +16.35%
Jun 1873 - May 1878
-11.18%
Jul 1915 - Jun 1920
28.31%
504 out of 1780
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.32% +14.89%
Apr 1980 - Mar 1986
+0.36%
Jul 1947 - Jun 1953
0.00%
0 out of 1768
US Inflation Adjusted +1.87% +15.80%
Jan 1873 - Dec 1878
-8.86%
Jul 1914 - Jun 1920
26.70%
472 out of 1768
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.35% +14.06%
Mar 1980 - Feb 1987
+0.47%
Nov 2015 - Oct 2022
0.00%
0 out of 1756
US Inflation Adjusted +1.90% +14.38%
May 1872 - Apr 1879
-7.12%
Jun 1913 - May 1920
25.85%
454 out of 1756
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.36% +13.03%
Mar 1980 - Feb 1988
+0.51%
Nov 2014 - Oct 2022
0.00%
0 out of 1744
US Inflation Adjusted +1.83% +12.37%
Apr 1871 - Mar 1879
-5.96%
Jul 1912 - Jun 1920
25.69%
448 out of 1744
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.39% +12.02%
Mar 1980 - Feb 1989
+0.53%
Nov 2013 - Oct 2022
0.00%
0 out of 1732
US Inflation Adjusted +1.92% +10.37%
Jun 1872 - May 1881
-5.94%
Jul 1911 - Jun 1920
27.19%
471 out of 1732
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.38% +11.91%
Mar 1980 - Feb 1990
+0.51%
Nov 2012 - Oct 2022
0.00%
0 out of 1720
US Inflation Adjusted +1.96% +9.38%
Apr 1871 - Mar 1881
-4.85%
Jun 1941 - May 1951
26.22%
451 out of 1720
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.41% +11.82%
Mar 1980 - Feb 1991
+0.52%
Nov 2011 - Oct 2022
0.00%
0 out of 1708
US Inflation Adjusted +1.88% +9.68%
Feb 1874 - Jan 1885
-4.47%
Dec 1940 - Nov 1951
24.53%
419 out of 1708
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.39% +11.67%
Mar 1980 - Feb 1992
+0.57%
Nov 2010 - Oct 2022
0.00%
0 out of 1696
US Inflation Adjusted +1.86% +10.24%
Apr 1873 - Mar 1885
-4.31%
Jun 1939 - May 1951
21.88%
371 out of 1696
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution