Betterment Robo Advisor 10 Portfolio: Rolling Returns

Last Update: 30 April 2023

Implementing the Betterment Robo Advisor 10 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 93.99% of times

All the returns are calculated over the available historical serie, starting from January 1985 until April 2023.

In order to have complete information about the portfolio, please refer to the Betterment Robo Advisor 10 Portfolio: ETF allocation and returns page.

Rolling Returns

Betterment Robo Advisor 10 Portfolio: annualized rolling and average returns

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Rolling Period	*Return ()**			Negative Periods
Rolling Period	Average (%)	Best (%)	Worst (%)	Negative Periods
1 Year	5.57	21.16 Apr 1985 - Mar 1986	-8.27 Oct 2021 - Sep 2022	6.01%
2 Years	5.52	16.09 Mar 1985 - Feb 1987	-2.96 Jan 2021 - Dec 2022	2.97%
3 Years	5.53	12.35 Jan 1989 - Dec 1991	-0.70 Nov 2019 - Oct 2022	1.41%
4 Years	5.54	11.49 Apr 1989 - Mar 1993	0.74 Oct 2018 - Sep 2022	0.00%
5 Years	5.52	11.21 Jan 1985 - Dec 1989	0.74 Oct 2017 - Sep 2022	0.00%
6 Years	5.51	10.79 Mar 1985 - Feb 1991	0.96 Oct 2016 - Sep 2022	0.00%
7 Years	5.49	11.28 Jan 1985 - Dec 1991	1.24 Nov 2015 - Oct 2022	0.00%
8 Years	5.46	10.91 Mar 1985 - Feb 1993	1.16 Nov 2014 - Oct 2022	0.00%
9 Years	5.44	10.67 Jan 1985 - Dec 1993	1.27 Nov 2013 - Oct 2022	0.00%
10 Years	5.44	9.53 Mar 1985 - Feb 1995	1.33 Oct 2012 - Sep 2022	0.00%
11 Years	5.45	9.84 Jan 1985 - Dec 1995	1.51 Nov 2011 - Oct 2022	0.00%
12 Years	5.45	9.55 Jan 1985 - Dec 1996	1.52 Nov 2010 - Oct 2022	0.00%
13 Years	5.45	9.39 Mar 1985 - Feb 1998	1.78 Oct 2009 - Sep 2022	0.00%
14 Years	5.45	9.24 Jan 1985 - Dec 1998	2.08 Oct 2008 - Sep 2022	0.00%
15 Years	5.45	8.98 Jan 1985 - Dec 1999	1.99 Mar 2008 - Feb 2023	0.00%
20 Years	5.44	8.25 Jan 1985 - Dec 2004	2.92 Nov 2002 - Oct 2022	0.00%
30 Years	5.43	6.71 Jan 1985 - Dec 2014	4.14 Mar 1993 - Feb 2023	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
+5.57%	+21.16% Apr 1985 - Mar 1986	-8.27% Oct 2021 - Sep 2022	6.01% 27 out of 449

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
+5.52%	+16.09% Mar 1985 - Feb 1987	-2.96% Jan 2021 - Dec 2022	2.97% 13 out of 437

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
+5.53%	+12.35% Jan 1989 - Dec 1991	-0.70% Nov 2019 - Oct 2022	1.41% 6 out of 425

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
+5.54%	+11.49% Apr 1989 - Mar 1993	+0.74% Oct 2018 - Sep 2022	0.00% 0 out of 413

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
+5.52%	+11.21% Jan 1985 - Dec 1989	+0.74% Oct 2017 - Sep 2022	0.00% 0 out of 401

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
+5.51%	+10.79% Mar 1985 - Feb 1991	+0.96% Oct 2016 - Sep 2022	0.00% 0 out of 389

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
+5.49%	+11.28% Jan 1985 - Dec 1991	+1.24% Nov 2015 - Oct 2022	0.00% 0 out of 377

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
+5.46%	+10.91% Mar 1985 - Feb 1993	+1.16% Nov 2014 - Oct 2022	0.00% 0 out of 365

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
+5.44%	+10.67% Jan 1985 - Dec 1993	+1.27% Nov 2013 - Oct 2022	0.00% 0 out of 353

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
+5.44%	+9.53% Mar 1985 - Feb 1995	+1.33% Oct 2012 - Sep 2022	0.00% 0 out of 341

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
+5.45%	+9.84% Jan 1985 - Dec 1995	+1.51% Nov 2011 - Oct 2022	0.00% 0 out of 329

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
+5.45%	+9.55% Jan 1985 - Dec 1996	+1.52% Nov 2010 - Oct 2022	0.00% 0 out of 317

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
+5.45%	+9.39% Mar 1985 - Feb 1998	+1.78% Oct 2009 - Sep 2022	0.00% 0 out of 305

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
+5.45%	+9.24% Jan 1985 - Dec 1998	+2.08% Oct 2008 - Sep 2022	0.00% 0 out of 293

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
+5.45%	+8.98% Jan 1985 - Dec 1999	+1.99% Mar 2008 - Feb 2023	0.00% 0 out of 281

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
+5.44%	+8.25% Jan 1985 - Dec 2004	+2.92% Nov 2002 - Oct 2022	0.00% 0 out of 221

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
+5.43%	+6.71% Jan 1985 - Dec 2014	+4.14% Mar 1993 - Feb 2023	0.00% 0 out of 101

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 10 Portfolio: ETF allocation and returns page.