Emerging Markets Stocks vs Betterment Robo Advisor 90 Portfolio Comparison

Last Update: 29 February 2024

The Emerging Markets Stocks Portfolio obtained a 4.45% compound annual return, with a 22.53% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 90 Portfolio obtained a 8.06% compound annual return, with a 14.44% standard deviation, in the last 30 Years.

Summary

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Emerging Markets Stocks Portfolio Betterment Robo Advisor 90 Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 90.1%
Fixed Income 0% 9.9%
Commodities 0% 0%
30 Years Stats Return +4.45% +8.06%
Std Dev 22.53% 14.44%
Max Drawdown -60.44% -50.07%
All time Stats
(Since Jan 1985)
Return +8.66% +10.43%
Std Dev 25.51% 14.52%
Max Drawdown -60.44% -50.07%
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
Emerging Markets Stocks Portfolio +4.17 +4.06 +7.46 +1.11 +2.35 +4.45 +8.66
Betterment Robo Advisor 90 Portfolio +3.52 +8.96 +15.53 +8.20 +7.37 +8.06 +10.43
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Emerging Markets Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 3.69$, with a total return of 268.88% (4.45% annualized).

Betterment Robo Advisor 90 Portfolio: an investment of 1$, since March 1994, now would be worth 10.24$, with a total return of 924.37% (8.06% annualized).

Emerging Markets Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 25.86$, with a total return of 2486.50% (8.66% annualized).

Betterment Robo Advisor 90 Portfolio: an investment of 1$, since January 1985, now would be worth 48.69$, with a total return of 4768.76% (10.43% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Emerging Markets Stocks Portfolio
Betterment Robo Advisor 90 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-53.99% Aug 1997 Aug 1998 (13) Jan 2004 (78) 29.43
-50.07% Nov 2007 Feb 2009 (16) Dec 2012 (62) 20.46
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-32.03% Apr 2000 Sep 2002 (30) Jan 2004 (46) 16.99
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-27.16% Sep 1994 Mar 1995 (7) Jan 1997 (29) 14.80
-23.36% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.10
-22.15% Jan 2020 Mar 2020 (3) Nov 2020 (11) 9.32
-18.63% May 1998 Aug 1998 (4) Jan 1999 (9) 8.42
-14.20% Mar 1994 Mar 1994 (1) Aug 1994 (6) 7.46
-13.38% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.01
-12.25% May 2015 Feb 2016 (10) Aug 2016 (16) 6.25
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-6.63% Sep 1994 Jan 1995 (5) May 1995 (9) 3.88
-6.34% Oct 2005 Oct 2005 (1) Dec 2005 (3) 3.20
-5.90% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.66
-5.00% Mar 1994 Mar 1994 (1) Aug 1994 (6) 2.71

Drawdown comparison chart since January 1985.

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Emerging Markets Stocks Portfolio
Betterment Robo Advisor 90 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-55.33% Mar 1987 Dec 1987 (10) Sep 1989 (31) 35.10
-54.22% Feb 1994 Aug 1998 (55) Jan 2004 (120) 26.65
-50.07% Nov 2007 Feb 2009 (16) Dec 2012 (62) 20.46
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-34.47% Aug 1990 Sep 1990 (2) Feb 1991 (7) 19.05
-32.03% Apr 2000 Sep 2002 (30) Jan 2004 (46) 16.99
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-23.49% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.50
-23.36% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.10
-23.01% Jun 1992 Dec 1992 (7) Apr 1993 (11) 13.98
-22.15% Jan 2020 Mar 2020 (3) Nov 2020 (11) 9.32
-18.78% Jan 1990 Sep 1990 (9) Feb 1991 (14) 9.14
-18.63% May 1998 Aug 1998 (4) Jan 1999 (9) 8.42
-13.38% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.01
-12.25% May 2015 Feb 2016 (10) Aug 2016 (16) 6.25
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-10.62% Jan 1990 Apr 1990 (4) Jun 1990 (6) 6.39
-9.07% Sep 1986 Sep 1986 (1) Jan 1987 (5) 4.68

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
-0.55%
-4.53%
+2.56%
-0.94%
2023
+8.99%
-12.51%
+16.67%
-9.97%
2022
-20.56%
-29.40%
-15.33%
-23.36%
2021
-3.61%
-11.44%
+16.04%
-3.56%
2020
+17.03%
-23.94%
+12.42%
-22.15%
2019
+18.20%
-7.82%
+23.85%
-5.81%
2018
-15.31%
-22.75%
-9.42%
-13.38%
2017
+37.28%
-0.39%
+21.88%
0.00%
2016
+10.87%
-5.81%
+10.80%
-5.43%
2015
-16.18%
-23.20%
-2.80%
-10.67%
2014
-3.93%
-11.58%
+4.90%
-4.04%
2013
-3.69%
-13.17%
+22.35%
-2.54%
2012
+19.10%
-14.96%
+16.43%
-8.60%
2011
-18.82%
-29.09%
-4.58%
-19.34%
2010
+16.51%
-10.81%
+14.53%
-11.53%
2009
+68.93%
-14.98%
+31.75%
-18.15%
2008
-48.88%
-53.98%
-35.20%
-38.59%
2007
+33.31%
-8.97%
+9.10%
-5.88%
2006
+31.19%
-11.14%
+20.04%
-4.18%
2005
+32.62%
-9.06%
+12.34%
-4.48%
2004
+24.63%
-11.25%
+17.30%
-3.67%
2003
+57.65%
-5.76%
+35.45%
-4.83%
2002
-7.43%
-24.27%
-13.60%
-22.30%
2001
-2.88%
-30.79%
-8.35%
-20.79%
2000
-27.56%
-31.63%
-6.41%
-11.45%
1999
+61.57%
-4.87%
+27.16%
-2.90%
1998
-18.12%
-40.98%
+10.74%
-18.63%
1997
-16.82%
-27.85%
+14.35%
-5.90%
1996
+15.83%
-6.73%
+15.14%
-4.52%
1995
+0.56%
-11.22%
+21.12%
-1.87%
1994
-20.17%
-25.83%
-1.23%
-8.05%
1993
+100.42%
-5.91%
+29.97%
-3.89%
1992
-10.90%
-23.01%
+2.72%
-4.00%
1991
+111.70%
-7.61%
+36.99%
-5.09%
1990
-1.92%
-34.47%
-10.32%
-18.78%
1989
+98.20%
-6.54%
+31.85%
-3.24%
1988
+36.81%
-6.67%
+22.55%
-3.39%
1987
-46.69%
-55.33%
+1.77%
-23.49%
1986
+11.58%
-9.07%
+26.81%
-5.35%
1985
+27.58%
-4.87%
+36.53%
-2.75%