Frank Armstrong Ideal Index vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 31 May 2023

The Frank Armstrong Ideal Index Portfolio obtained a 6.58% compound annual return, with a 10.60% 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

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Frank Armstrong Ideal Index Portfolio Betterment Robo Advisor 50 Portfolio
Risk High Medium
Asset Allocation Stocks 70% 49.9%
Fixed Income 30% 50.1%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.29%
Std Dev 10.60% 9.24%
Max Drawdown -40.11% -30.72%

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(*)
Frank Armstrong Ideal Index Portfolio -2.17 -0.94 -2.80 +3.70 +5.25 +6.58 +8.39
Betterment Robo Advisor 50 Portfolio -1.56 +0.54 -1.92 +3.12 +4.65 +7.29 +9.09
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since June 1993, now would be worth 6770.66$, with a total return of 577.07% (6.58% 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).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1985, now would be worth 22110.33$, with a total return of 2111.03% (8.39% 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.

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Frank Armstrong Ideal Index Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-30.72% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-12.21% May 1998 Aug 1998
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.54% Feb 2001 Sep 2001
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-5.59% Sep 2000 Nov 2000
-5.51% May 2010 Jun 2010

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-30.72% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-14.26% Sep 1987 Nov 1987
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-12.21% May 1998 Aug 1998
-11.61% Aug 1990 Sep 1990
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.54% Feb 2001 Sep 2001
-7.55% Jan 1990 Apr 1990

Yearly Returns

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

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Year Frank Armstrong Ideal Index Portfolio Betterment Robo Advisor 50 Portfolio
2023
+1.79% +3.45%
2022
-11.91% -14.79%
2021
+13.98% +7.95%
2020
+6.95% +9.50%
2019
+17.96% +17.41%
2018
-6.68% -5.36%
2017
+13.88% +14.19%
2016
+9.05% +8.00%
2015
-1.66% -1.55%
2014
+4.16% +5.47%
2013
+16.03% +10.19%
2012
+12.36% +13.19%
2011
-2.98% +1.17%
2010
+13.00% +11.61%
2009
+21.58% +23.06%
2008
-24.86% -19.44%
2007
+5.91% +8.19%
2006
+17.74% +13.22%
2005
+8.40% +9.54%
2004
+14.62% +12.75%
2003
+26.78% +24.96%
2002
-7.53% -2.56%
2001
-3.80% +1.49%
2000
+2.04% +1.53%
1999
+13.53% +17.87%
1998
+8.85% +8.83%
1997
+12.22% +10.06%
1996
+11.54% +13.19%
1995
+16.29% +20.93%
1994
+1.99% -3.66%
1993
+17.70% +24.85%
1992
+3.75% +5.53%
1991
+20.38% +30.42%
1990
-9.45% -2.59%
1989
+15.59% +24.37%
1988
+17.45% +16.22%
1987
+10.19% +0.64%
1986
+28.89% +21.70%
1985
+31.78% +30.70%