All Country World 60/40 vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 29 February 2024

The All Country World 60/40 Portfolio obtained a 6.36% compound annual return, with a 10.07% 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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All Country World 60/40 Portfolio Betterment Robo Advisor 50 Portfolio
Portfolio Risk High Medium
Asset Allocation Stocks 60% 49.9%
Fixed Income 40% 50.1%
Commodities 0% 0%
30 Years Stats Return +6.36% +7.19%
Std Dev 10.07% 9.28%
Max Drawdown -36.70% -30.72%
All time Stats
(Since Jan 1985)
Return +8.15% +9.17%
Std Dev 10.40% 9.51%
Max Drawdown -36.70% -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
All Country World 60/40 Portfolio +2.40 +8.14 +15.51 +6.57 +5.92 +6.36 +8.15
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

All Country World 60/40 Portfolio: an investment of 1$, since March 1994, now would be worth 6.36$, with a total return of 536.24% (6.36% 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).

All Country World 60/40 Portfolio: an investment of 1$, since January 1985, now would be worth 21.49$, with a total return of 2049.08% (8.15% 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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All Country World 60/40 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
-36.70% Nov 2007 Feb 2009 (16) Jan 2011 (39) 16.68
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-23.34% Apr 2000 Sep 2002 (30) Jan 2004 (46) 12.33
-21.52% Jan 2022 Sep 2022 (9) In progress (26) 11.46
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-13.80% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.11
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-12.04% May 2011 Sep 2011 (5) Mar 2012 (11) 5.34
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.85% May 1998 Aug 1998 (4) Nov 1998 (7) 4.41
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-8.49% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.64
-7.73% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.20
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-5.70% Apr 2012 May 2012 (2) Aug 2012 (5) 2.61
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-4.79% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.40

Drawdown comparison chart since January 1985.

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All Country World 60/40 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
-36.70% Nov 2007 Feb 2009 (16) Jan 2011 (39) 16.68
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-23.34% Apr 2000 Sep 2002 (30) Jan 2004 (46) 12.33
-21.52% Jan 2022 Sep 2022 (9) In progress (26) 11.46
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-17.68% Sep 1987 Nov 1987 (3) Dec 1988 (16) 8.37
-14.70% Jan 1990 Sep 1990 (9) May 1991 (17) 7.12
-14.26% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.63
-13.80% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.11
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-12.04% May 2011 Sep 2011 (5) Mar 2012 (11) 5.34
-11.61% Aug 1990 Sep 1990 (2) Feb 1991 (7) 6.17
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.85% May 1998 Aug 1998 (4) Nov 1998 (7) 4.41
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-8.49% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.64
-7.73% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.20
-7.55% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.01

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
+2.21%
-0.19%
+1.00%
-0.71%
2023
+16.14%
-7.53%
+12.47%
-7.29%
2022
-16.34%
-21.52%
-14.79%
-20.25%
2021
+10.14%
-3.08%
+7.95%
-2.64%
2020
+12.48%
-13.80%
+9.50%
-13.31%
2019
+19.89%
-3.21%
+17.41%
-2.78%
2018
-5.81%
-8.49%
-5.36%
-7.45%
2017
+16.36%
0.00%
+14.19%
0.00%
2016
+6.82%
-3.26%
+8.00%
-2.25%
2015
-0.78%
-7.28%
-1.55%
-6.85%
2014
+4.95%
-2.27%
+5.47%
-2.43%
2013
+12.77%
-3.73%
+10.19%
-3.88%
2012
+13.25%
-5.70%
+13.19%
-4.36%
2011
-1.26%
-12.04%
+1.17%
-9.49%
2010
+10.93%
-6.54%
+11.61%
-5.51%
2009
+23.38%
-12.81%
+23.06%
-11.58%
2008
-25.21%
-28.83%
-19.44%
-24.47%
2007
+8.21%
-2.94%
+8.19%
-2.74%
2006
+13.12%
-2.85%
+13.22%
-2.76%
2005
+7.18%
-2.50%
+9.54%
-2.36%
2004
+10.41%
-2.77%
+12.75%
-3.66%
2003
+22.27%
-2.14%
+24.96%
-1.03%
2002
-8.59%
-14.20%
-2.56%
-10.86%
2001
-5.46%
-12.83%
+1.49%
-8.54%
2000
-4.61%
-7.73%
+1.53%
-4.79%
1999
+16.48%
-3.00%
+17.87%
-2.47%
1998
+15.37%
-9.85%
+8.83%
-12.79%
1997
+9.98%
-4.76%
+10.06%
-3.98%
1996
+10.14%
-1.85%
+13.19%
-1.81%
1995
+18.30%
-0.82%
+20.93%
-0.56%
1994
-0.34%
-5.55%
-3.66%
-7.31%
1993
+18.90%
-3.47%
+24.85%
-2.42%
1992
-0.34%
-5.40%
+5.53%
-2.73%
1991
+17.68%
-4.03%
+30.42%
-3.25%
1990
-8.25%
-14.70%
-2.59%
-11.61%
1989
+14.23%
-2.13%
+24.37%
-1.05%
1988
+15.88%
-3.42%
+16.22%
-2.20%
1987
+10.47%
-17.68%
+0.64%
-14.26%
1986
+31.62%
-4.45%
+21.70%
-4.04%
1985
+34.19%
-1.07%
+30.70%
-1.22%