Data Source: from January 1985 to May 2026
Consolidated Returns as of 31 May 2026

Managing the Betterment Robo Advisor 90 Value Tilt Portfolio with a yearly rebalancing, you would have obtained a 8.76% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 8.57%.

How do returns and drawdowns change, implementing different rebalancing strategies?

Rebalancing Strategies

In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.

Portfolio Returns as of May 31, 2026

Implementing different rebalancing strategies, the Betterment Robo Advisor 90 Value Tilt Portfolio guaranteed the following returns.

BETTERMENT ROBO ADVISOR 90 VALUE TILT PORTFOLIO RETURNS
Period: January 1985 - May 2026
Annualized Returns
Swipe left to see all data
Return (%) and number of rebalances as of May 31, 2026
Rebalancing Strategy 1Y 5Y 10Y 30Y MAX
(~41Y)
No Rebalancing 31.26 (0) 10.15 (0) 12.09 (0) 8.76 (0) 10.67 (0)
Yearly Rebalancing 31.24 (1) 9.61 (5) 11.36 (10) 8.67 (30) 10.93 (42)
Half Yearly Rebalancing 31.14 (2) 9.52 (10) 11.33 (20) 8.57 (60) 10.73 (83)
Quarterly Rebalancing 31.21 (4) 9.52 (20) 11.36 (40) 8.54 (120) 10.67 (166)
5% Tolerance per asset 31.32 (0) 9.56 (1) 11.32 (2) 8.57 (8) 10.74 (14)
10% Tolerance per asset 31.70 (0) 10.08 (1) 11.68 (2) 8.89 (4) 10.93 (6)

In order to have complete information about the portfolio, please refer to the Betterment Robo Advisor 90 Value Tilt Portfolio: ETF allocation and returns page.

Performances as of May 31, 2026

Historical returns and stats of Betterment Robo Advisor 90 Value Tilt Portfolio, after implementing different rebalancing strategies.

BETTERMENT ROBO ADVISOR 90 VALUE TILT PORTFOLIO PERFORMANCES
Period: January 1985 - May 2026
Swipe left to see all data
Standard Deviation
Max Drawdown (%)
Rebalancing Strategy Return % Std Dev(%) Ret. / Std Dev MaxDD(%) Ret. / MaxDD
No Rebalancing 10.67 (0) 15.03 0.71 -52.32 0.20
Yearly Rebalancing 10.93 (42) 14.33 0.76 -50.07 0.22
Half Yearly Rebalancing 10.73 (83) 14.36 0.75 -50.24 0.21
Quarterly Rebalancing 10.67 (166) 14.38 0.74 -50.38 0.21
5% Tolerance per asset 10.74 (14) 14.23 0.75 -49.09 0.22
10% Tolerance per asset 10.93 (6) 14.43 0.76 -50.41 0.22
(*) Since Jan 1985 (~41 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of May 31, 2026

Historical Drawdowns of Betterment Robo Advisor 90 Value Tilt Portfolio, after implementing different rebalancing strategies.

BETTERMENT ROBO ADVISOR 90 VALUE TILT PORTFOLIO DRAWDOWNS
Period: January 1985 - May 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-52.32
Nov 2007 - Jan 2013
-50.07
Nov 2007 - Dec 2012
-50.24
Nov 2007 - Dec 2012
-50.38
Nov 2007 - Dec 2012
-49.09
Nov 2007 - Dec 2012
-50.41
Nov 2007 - Jan 2013
-34.06
Apr 2000 - Feb 2004
-32.03
Apr 2000 - Jan 2004
-32.47
Apr 2000 - Jan 2004
-32.52
Apr 2000 - Jan 2004
-33.30
Apr 2000 - Feb 2004
-33.46
Apr 2000 - Feb 2004
-24.38
Jan 2020 - Nov 2020
-23.49
Sep 1987 - Jan 1989
-24.35
Sep 1987 - Jan 1989
-23.99
Sep 1987 - Jan 1989
-23.90
Sep 1987 - Jan 1989
-23.50
Sep 1987 - Jan 1989
-22.85
Jan 2022 - Dec 2023
-23.36
Jan 2022 - Feb 2024
-23.38
Jan 2022 - Feb 2024
-23.39
Jan 2022 - Feb 2024
-23.36
Jan 2022 - Feb 2024
-23.47
Jan 2022 - Feb 2024
-21.81
Sep 1987 - Jan 1989
-22.15
Jan 2020 - Nov 2020
-22.15
Jan 2020 - Nov 2020
-22.15
Jan 2020 - Aug 2020
-22.28
Jan 2020 - Nov 2020
-22.26
Jan 2020 - Nov 2020
5 Worst Drawdowns - Average
-31.08 -30.22 -30.52 -30.49 -30.38 -30.62
10 Worst Drawdowns - Average
-23.25 -22.22 -22.41 -22.38 -22.44 -22.43

For a deeper insight, please refer to the Betterment Robo Advisor 90 Value Tilt Portfolio: ETF allocation and returns page.