Last Update: 31 May 2023
The All Country World 80/20 Portfolio obtained a 6.32% compound annual return, with a 12.69% standard deviation, in the last 30 Years.
The Betterment Robo Advisor 50 Portfolio obtained a 7.29% compound annual return, with a 9.24% standard deviation, in the last 30 Years.
Summary
| All Country World 80/20 Portfolio | Betterment Robo Advisor 50 Portfolio | ||
|---|---|---|---|
| Risk | Very High | Medium | |
| Asset Allocation | Stocks | 80% | 49.9% |
| Fixed Income | 20% | 50.1% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.32% | +7.29% |
| Std Dev | 12.69% | 9.24% | |
| Max Drawdown | -47.32% | -30.72% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| All Country World 80/20 Portfolio | -1.11 | +2.37 | +0.29 | +5.56 | +6.85 | +6.32 | +8.16 |
| Betterment Robo Advisor 50 Portfolio | -1.56 | +0.54 | -1.92 | +3.12 | +4.65 | +7.29 | +9.09 |
Capital Growth as of May 31, 2023
All Country World 80/20 Portfolio: an investment of 1000$, since June 1993, now would be worth 6285.17$, with a total return of 528.52% (6.32% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since June 1993, now would be worth 8248.08$, with a total return of 724.81% (7.29% annualized).
All Country World 80/20 Portfolio: an investment of 1000$, since January 1985, now would be worth 20324.20$, with a total return of 1932.42% (8.16% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1985, now would be worth 28320.41$, with a total return of 2732.04% (9.09% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
All Country World 80/20 Portfolio |
Betterment Robo Advisor 50 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -47.32% | Nov 2007 | Feb 2009 | |||
| -36.69% | Apr 2000 | Sep 2002 | |||
| -30.72% | Nov 2007 | Feb 2009 | |||
| -23.52% | Jan 2022 | Sep 2022 | |||
| -20.25% | Jan 2022 | Sep 2022 | |||
| -17.97% | Jan 2020 | Mar 2020 | |||
| -13.31% | Jan 2020 | Mar 2020 | |||
| -12.79% | May 1998 | Aug 1998 | |||
| -12.27% | May 1998 | Aug 1998 | |||
| -11.51% | Feb 2018 | Dec 2018 | |||
| -10.86% | May 2002 | Sep 2002 | |||
| -10.78% | Jun 2015 | Feb 2016 | |||
| -9.49% | May 2011 | Sep 2011 | |||
| -8.54% | Feb 2001 | Sep 2001 | |||
| -7.45% | Feb 2018 | Dec 2018 | |||
| -7.31% | Feb 1994 | Jun 1994 | |||
| -7.06% | May 2015 | Jan 2016 | |||
| -6.57% | Aug 1997 | Oct 1997 | |||
| -5.88% | Feb 1994 | Mar 1994 | |||
| -5.51% | May 2010 | Jun 2010 | |||
Drawdown comparison chart since January 1985.
All Country World 80/20 Portfolio |
Betterment Robo Advisor 50 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -47.32% | Nov 2007 | Feb 2009 | |||
| -36.69% | Apr 2000 | Sep 2002 | |||
| -30.72% | Nov 2007 | Feb 2009 | |||
| -23.52% | Jan 2022 | Sep 2022 | |||
| -22.19% | Sep 1987 | Nov 1987 | |||
| -20.25% | Jan 2022 | Sep 2022 | |||
| -19.99% | Jan 1990 | Sep 1990 | |||
| -17.97% | Jan 2020 | Mar 2020 | |||
| -14.26% | Sep 1987 | Nov 1987 | |||
| -13.31% | Jan 2020 | Mar 2020 | |||
| -12.79% | May 1998 | Aug 1998 | |||
| -12.27% | May 1998 | Aug 1998 | |||
| -11.61% | Aug 1990 | Sep 1990 | |||
| -11.51% | Feb 2018 | Dec 2018 | |||
| -10.86% | May 2002 | Sep 2002 | |||
| -10.78% | Jun 2015 | Feb 2016 | |||
| -9.49% | May 2011 | Sep 2011 | |||
| -8.54% | Feb 2001 | Sep 2001 | |||
| -7.55% | Jan 1990 | Apr 1990 | |||
| -7.45% | Feb 2018 | Dec 2018 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | All Country World 80/20 Portfolio | Betterment Robo Advisor 50 Portfolio |
|---|---|---|
| 2023 |
+6.47% | +3.45% |
| 2022 |
-17.17% | -14.79% |
| 2021 |
+14.21% | +7.95% |
| 2020 |
+14.55% | +9.50% |
| 2019 |
+23.35% | +17.41% |
| 2018 |
-7.79% | -5.36% |
| 2017 |
+20.43% | +14.19% |
| 2016 |
+7.66% | +8.00% |
| 2015 |
-1.32% | -1.55% |
| 2014 |
+4.31% | +5.47% |
| 2013 |
+17.86% | +10.19% |
| 2012 |
+15.19% | +13.19% |
| 2011 |
-4.38% | +1.17% |
| 2010 |
+12.00% | +11.61% |
| 2009 |
+28.02% | +23.06% |
| 2008 |
-34.37% | -19.44% |
| 2007 |
+8.92% | +8.19% |
| 2006 |
+15.95% | +13.22% |
| 2005 |
+8.00% | +9.54% |
| 2004 |
+11.86% | +12.75% |
| 2003 |
+26.95% | +24.96% |
| 2002 |
-14.55% | -2.56% |
| 2001 |
-11.36% | +1.49% |
| 2000 |
-9.84% | +1.53% |
| 1999 |
+20.74% | +17.87% |
| 1998 |
+17.65% | +8.83% |
| 1997 |
+11.46% | +10.06% |
| 1996 |
+10.54% | +13.19% |
| 1995 |
+17.60% | +20.93% |
| 1994 |
+1.26% | -3.66% |
| 1993 |
+20.51% | +24.85% |
| 1992 |
-3.52% | +5.53% |
| 1991 |
+17.30% | +30.42% |
| 1990 |
-13.44% | -2.59% |
| 1989 |
+14.69% | +24.37% |
| 1988 |
+18.54% | +16.22% |
| 1987 |
+13.56% | +0.64% |
| 1986 |
+37.13% | +21.70% |
| 1985 |
+37.92% | +30.70% |
