Dynamic 40/60 Income vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 30 June 2024

The Dynamic 40/60 Income Portfolio obtained a 7.20% compound annual return, with a 8.12% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.45% compound annual return, with a 9.27% standard deviation, in the last 30 Years.

Summary

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Dynamic 40/60 Income Portfolio Betterment Robo Advisor 50 Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 49.9%
Fixed Income 60% 50.1%
Commodities 0% 0%
30 Years Stats Return +7.20% +7.45%
Std Dev 8.12% 9.27%
Max Drawdown -29.84% -30.72%
All time Stats
(Since Jan 1992)		 Return +7.35% +7.63%
Std Dev 7.88% 9.15%
Max Drawdown -29.84% -30.72%
Last Update: 30 June 2024

Historical Returns as of Jun 30, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 40/60 Income Portfolio +0.79 +4.44 +10.62 +3.95 +4.39 +7.20 +7.35
Betterment Robo Advisor 50 Portfolio +0.63 +4.02 +9.61 +4.45 +4.74 +7.45 +7.63
Return over 1 year are annualized.

Capital Growth as of Jun 30, 2024

Dynamic 40/60 Income Portfolio: an investment of 1$, since July 1994, now would be worth 8.05$, with a total return of 705.36% (7.20% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since July 1994, now would be worth 8.64$, with a total return of 763.53% (7.45% annualized).


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Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.03$, with a total return of 902.69% (7.35% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since January 1992, now would be worth 10.90$, with a total return of 989.50% (7.63% annualized).


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Drawdowns

Drawdown comparison chart since July 1994.


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Dynamic 40/60 Income 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
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-20.25% Jan 2022 Sep 2022 (9) In progress (30) 10.25
-17.33% Jan 2022 Sep 2022 (9) Jun 2024 (30) 9.75
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.79% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.40
-4.36% Apr 2012 May 2012 (2) Aug 2012 (5) 1.89
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13

Drawdown comparison chart since January 1992.


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Dynamic 40/60 Income 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
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-20.25% Jan 2022 Sep 2022 (9) In progress (30) 10.25
-17.33% Jan 2022 Sep 2022 (9) Jun 2024 (30) 9.75
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.31% Feb 1994 Jun 1994 (5) May 1995 (16) 5.36
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-5.36% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.57
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.79% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.40

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
+4.44%
 -2.45%
+4.02%
 -2.71%
2023
+11.97%
 -5.00%
+12.46%
 -7.30%
2022
-14.37%
 -17.33%
-14.79%
 -20.25%
2021
+6.72%
 -1.83%
+7.95%
 -2.64%
2020
+8.28%
 -12.42%
+9.50%
 -13.31%
2019
+15.91%
 -1.51%
+17.41%
 -2.78%
2018
-3.18%
 -5.09%
-5.36%
 -7.45%
2017
+9.18%
 0.00%
+14.19%
 0.00%
2016
+7.53%
 -1.95%
+8.00%
 -2.25%
2015
+0.21%
 -4.06%
-1.55%
 -6.85%
2014
+7.01%
 -1.44%
+5.47%
 -2.43%
2013
+6.13%
 -3.06%
+10.19%
 -3.88%
2012
+12.70%
 -2.72%
+13.19%
 -4.36%
2011
+2.96%
 -7.19%
+1.17%
 -9.49%
2010
+11.25%
 -3.72%
+11.61%
 -5.51%
2009
+22.37%
 -15.04%
+23.06%
 -11.58%
2008
-14.80%
 -23.51%
-19.44%
 -24.47%
2007
+0.88%
 -3.23%
+8.19%
 -2.74%
2006
+9.18%
 -1.29%
+13.22%
 -2.76%
2005
+5.23%
 -1.76%
+9.54%
 -2.36%
2004
+8.41%
 -3.31%
+12.75%
 -3.66%
2003
+21.64%
 -1.30%
+24.96%
 -1.03%
2002
+1.03%
 -6.73%
-2.56%
 -10.86%
2001
+8.71%
 -3.24%
+1.49%
 -8.54%
2000
+3.43%
 -4.13%
+1.53%
 -4.79%
1999
+11.02%
 -2.15%
+17.87%
 -2.47%
1998
+6.04%
 -9.38%
+8.83%
 -12.79%
1997
+16.36%
 -2.49%
+10.06%
 -3.98%
1996
+16.81%
 -1.12%
+13.19%
 -1.81%
1995
+23.17%
 0.00%
+20.93%
 -0.56%
1994
-3.19%
 -5.36%
-3.66%
 -7.31%
1993
+14.73%
 -0.57%
+24.85%
 -2.42%
1992
+12.95%
 -0.70%
+5.53%
 -2.73%