iShares Lifepath Fund vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 31 May 2023

The iShares Lifepath Fund Portfolio obtained a 6.36% compound annual return, with a 6.89% 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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iShares Lifepath Fund Portfolio Betterment Robo Advisor 50 Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 49.9%
Fixed Income 59.58% 50.1%
Commodities 0% 0%
30 Years Stats Return +6.36% +7.29%
Std Dev 6.89% 9.24%
Max Drawdown -21.23% -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(*)
iShares Lifepath Fund Portfolio -1.13 +1.71 -1.54 +3.71 +4.61 +6.36 +7.99
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

iShares Lifepath Fund Portfolio: an investment of 1000$, since June 1993, now would be worth 6359.49$, with a total return of 535.95% (6.36% 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).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 19142.48$, with a total return of 1814.25% (7.99% 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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iShares Lifepath Fund Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-21.23% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-18.92% Jan 2022 Sep 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-8.33% Feb 2020 Mar 2020
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.15% Feb 2001 Sep 2002
-7.06% May 2015 Jan 2016
-5.64% May 2011 Sep 2011
-5.51% May 2010 Jun 2010
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.79% Sep 2000 Nov 2000

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-21.23% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-18.92% Jan 2022 Sep 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% Sep 1987 Nov 1987
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-8.33% Feb 2020 Mar 2020
-7.55% Jan 1990 Apr 1990
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-7.06% May 2015 Jan 2016
-5.78% Jan 1990 Apr 1990

Yearly Returns

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

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Year iShares Lifepath Fund Portfolio Betterment Robo Advisor 50 Portfolio
2023
 +4.22% +3.45%
2022
 -15.14% -14.79%
2021
 +8.05% +7.95%
2020
 +11.47% +9.50%
2019
 +16.20% +17.41%
2018
 -3.49% -5.36%
2017
 +11.24% +14.19%
2016
 +6.11% +8.00%
2015
 -0.37% -1.55%
2014
 +6.00% +5.47%
2013
 +9.07% +10.19%
2012
 +9.09% +13.19%
2011
 +3.66% +1.17%
2010
 +10.07% +11.61%
2009
 +15.04% +23.06%
2008
 -12.05% -19.44%
2007
 +7.94% +8.19%
2006
 +10.06% +13.22%
2005
 +5.27% +9.54%
2004
 +9.19% +12.75%
2003
 +16.31% +24.96%
2002
 -1.88% -2.56%
2001
 -0.13% +1.49%
2000
 +3.22% +1.53%
1999
 +8.91% +17.87%
1998
 +13.44% +8.83%
1997
 +14.26% +10.06%
1996
 +8.55% +13.19%
1995
 +21.33% +20.93%
1994
 -0.37% -3.66%
1993
 +13.45% +24.85%
1992
 +4.84% +5.53%
1991
 +19.41% +30.42%
1990
 +0.16% -2.59%
1989
 +17.85% +24.37%
1988
 +12.45% +16.22%
1987
 +5.68% +0.64%
1986
 +22.44% +21.70%
1985
 +28.90% +30.70%