Gold vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 31 May 2023

The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% 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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Gold Portfolio Betterment Robo Advisor 50 Portfolio
Risk Very High Medium
Asset Allocation Stocks 0% 49.9%
Fixed Income 0% 50.1%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.29%
Std Dev 15.53% 9.24%
Max Drawdown -42.91% -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(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +4.72
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

Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% 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).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% 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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Gold Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-30.72% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-20.25% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-11.51% Aug 1993 Sep 1993
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.54% Feb 2001 Sep 2001
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.38% Jan 2011 Jan 2011

Drawdown comparison chart since January 1985.

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Gold Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-30.72% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-20.25% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-14.26% Sep 1987 Nov 1987
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-11.61% Aug 1990 Sep 1990
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.63% May 2006 Sep 2006
-8.54% Feb 2001 Sep 2001
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.55% Jan 1990 Apr 1990
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016

Yearly Returns

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

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Year Gold Portfolio Betterment Robo Advisor 50 Portfolio
2023
 +7.47% +3.45%
2022
 -0.77% -14.79%
2021
 -4.15% +7.95%
2020
 +24.81% +9.50%
2019
 +17.86% +17.41%
2018
 -1.94% -5.36%
2017
 +12.81% +14.19%
2016
 +8.03% +8.00%
2015
 -10.67% -1.55%
2014
 -2.19% +5.47%
2013
 -28.33% +10.19%
2012
 +6.60% +13.19%
2011
 +9.57% +1.17%
2010
 +29.27% +11.61%
2009
 +24.03% +23.06%
2008
 +4.92% -19.44%
2007
 +30.45% +8.19%
2006
 +22.55% +13.22%
2005
 +17.76% +9.54%
2004
 +4.65% +12.75%
2003
 +19.89% +24.96%
2002
 +25.57% -2.56%
2001
 +0.75% +1.49%
2000
 -5.44% +1.53%
1999
 +0.85% +17.87%
1998
 -0.83% +8.83%
1997
 -21.41% +10.06%
1996
 -4.59% +13.19%
1995
 +0.98% +20.93%
1994
 -2.17% -3.66%
1993
 +17.68% +24.85%
1992
 -5.73% +5.53%
1991
 -8.56% +30.42%
1990
 -3.11% -2.59%
1989
 -2.84% +24.37%
1988
 -15.26% +16.22%
1987
 +24.53% +0.64%
1986
 +18.96% +21.70%
1985
 +6.00% +30.70%