All Country World 80/20 vs Betterment Robo Advisor 80 Portfolio Comparison

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 80 Portfolio obtained a 7.91% compound annual return, with a 13.00% standard deviation, in the last 30 Years.

Summary

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All Country World 80/20 Portfolio Betterment Robo Advisor 80 Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +6.32% +7.91%
Std Dev 12.69% 13.00%
Max Drawdown -47.32% -45.47%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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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 80 Portfolio -1.94 +0.09 -1.96 +4.65 +6.54 +7.91 +9.99
(*) Returns over 1 year are annualized

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 80 Portfolio: an investment of 1000$, since June 1993, now would be worth 9816.63$, with a total return of 881.66% (7.91% 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 80 Portfolio: an investment of 1000$, since January 1985, now would be worth 38815.07$, with a total return of 3781.51% (9.99% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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All Country World 80/20 Portfolio
Betterment Robo Advisor 80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-45.47% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-26.34% Apr 2000 Sep 2002
-23.52% Jan 2022 Sep 2022
-22.63% Jan 2022 Sep 2022
-19.91% Jan 2020 Mar 2020
-17.97% Jan 2020 Mar 2020
-17.08% May 1998 Aug 1998
-16.93% May 2011 Sep 2011
-12.27% May 1998 Aug 1998
-11.94% Feb 2018 Dec 2018
-11.51% Feb 2018 Dec 2018
-10.90% May 2015 Feb 2016
-10.78% Jun 2015 Feb 2016
-7.81% Feb 1994 Mar 1994
-6.57% Aug 1997 Oct 1997
-5.88% Feb 1994 Mar 1994
-5.30% Aug 1997 Oct 1997
-4.62% May 2019 May 2019

Drawdown comparison chart since January 1985.

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All Country World 80/20 Portfolio
Betterment Robo Advisor 80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-45.47% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-26.34% Apr 2000 Sep 2002
-23.52% Jan 2022 Sep 2022
-22.63% Jan 2022 Sep 2022
-22.19% Sep 1987 Nov 1987
-21.31% Sep 1987 Nov 1987
-19.99% Jan 1990 Sep 1990
-19.91% Jan 2020 Mar 2020
-17.97% Jan 2020 Mar 2020
-17.08% May 1998 Aug 1998
-16.93% May 2011 Sep 2011
-16.71% Jan 1990 Sep 1990
-12.27% May 1998 Aug 1998
-11.94% Feb 2018 Dec 2018
-11.51% Feb 2018 Dec 2018
-10.90% May 2015 Feb 2016
-10.78% Jun 2015 Feb 2016
-7.81% Feb 1994 Mar 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year All Country World 80/20 Portfolio Betterment Robo Advisor 80 Portfolio
2023
 +6.47% +3.80%
2022
 -17.17% -15.27%
2021
 +14.21% +13.94%
2020
 +14.55% +11.77%
2019
 +23.35% +22.23%
2018
 -7.79% -8.43%
2017
 +20.43% +20.00%
2016
 +7.66% +10.10%
2015
 -1.32% -2.47%
2014
 +4.31% +5.04%
2013
 +17.86% +19.28%
2012
 +15.19% +15.60%
2011
 -4.38% -3.14%
2010
 +12.00% +13.80%
2009
 +28.02% +29.62%
2008
 -34.37% -31.22%
2007
 +8.92% +8.95%
2006
 +15.95% +18.35%
2005
 +8.00% +11.65%
2004
 +11.86% +16.21%
2003
 +26.95% +32.69%
2002
 -14.55% -10.81%
2001
 -11.36% -5.95%
2000
 -9.84% -4.45%
1999
 +20.74% +24.78%
1998
 +17.65% +10.36%
1997
 +11.46% +13.10%
1996
 +10.54% +14.48%
1995
 +17.60% +21.01%
1994
 +1.26% -1.85%
1993
 +20.51% +28.78%
1992
 -3.52% +3.38%
1991
 +17.30% +35.36%
1990
 -13.44% -8.39%
1989
 +14.69% +29.99%
1988
 +18.54% +21.00%
1987
 +13.56% +1.55%
1986
 +37.13% +25.69%
1985
 +37.92% +35.20%