Last Update: 31 May 2023
The Paul Merriman Ultimate Buy and Hold Strategy Portfolio obtained a 8.17% compound annual return, with a 15.60% standard deviation, in the last 30 Years.
The Betterment Robo Advisor 100 Portfolio obtained a 8.18% compound annual return, with a 15.73% standard deviation, in the last 30 Years.
Summary
Paul Merriman Ultimate Buy and Hold Strategy Portfolio | Betterment Robo Advisor 100 Portfolio | ||
---|---|---|---|
Risk | Very High | Very High | |
Asset Allocation | Stocks | 100% | 100% |
Fixed Income | 0% | 0% | |
Commodities | 0% | 0% | |
30 Years Stats | Return | +8.17% | +8.18% |
Std Dev | 15.60% | 15.73% | |
Max Drawdown | -57.21% | -54.55% |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1976
1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
---|---|---|---|---|---|---|---|
Paul Merriman Ultimate Buy and Hold Strategy Portfolio | -3.43 | -1.87 | -4.73 | +3.48 | +6.63 | +8.17 | +11.43 |
Betterment Robo Advisor 100 Portfolio | -2.29 | +0.21 | -1.11 | +5.70 | +7.68 | +8.18 | +10.99 |
Capital Growth as of May 31, 2023
Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since June 1993, now would be worth 10563.26$, with a total return of 956.33% (8.17% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since June 1993, now would be worth 10588.97$, with a total return of 958.90% (8.18% annualized).
Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since January 1976, now would be worth 169018.33$, with a total return of 16801.83% (11.43% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since January 1976, now would be worth 140117.62$, with a total return of 13911.76% (10.99% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Paul Merriman Ultimate Buy and Hold Strategy Portfolio |
Betterment Robo Advisor 100 Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-57.21% | Nov 2007 | Feb 2009 | |||
-54.55% | Nov 2007 | Feb 2009 | |||
-37.03% | Apr 2000 | Sep 2002 | |||
-27.54% | Jan 2020 | Mar 2020 | |||
-24.70% | Jan 2022 | Sep 2022 | |||
-24.17% | Jan 2022 | Sep 2022 | |||
-24.14% | Jan 2020 | Mar 2020 | |||
-20.46% | Apr 1998 | Aug 1998 | |||
-20.12% | May 1998 | Aug 1998 | |||
-20.10% | Feb 2001 | Sep 2002 | |||
-15.11% | Feb 2018 | Dec 2018 | |||
-14.58% | Feb 2018 | Dec 2018 | |||
-13.71% | Jun 2015 | Feb 2016 | |||
-12.10% | Jun 2015 | Feb 2016 | |||
-8.65% | Sep 2000 | Nov 2000 | |||
-8.30% | Feb 1994 | Mar 1994 | |||
-8.25% | Feb 1994 | Jan 1995 | |||
-6.42% | Aug 1997 | Oct 1997 | |||
-6.22% | Oct 1997 | Nov 1997 | |||
-5.24% | Jun 1996 | Jul 1996 |
Drawdown comparison chart since January 1976.
Paul Merriman Ultimate Buy and Hold Strategy Portfolio |
Betterment Robo Advisor 100 Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-57.21% | Nov 2007 | Feb 2009 | |||
-54.55% | Nov 2007 | Feb 2009 | |||
-37.03% | Apr 2000 | Sep 2002 | |||
-27.54% | Jan 2020 | Mar 2020 | |||
-25.46% | Sep 1987 | Nov 1987 | |||
-25.26% | Sep 1987 | Nov 1987 | |||
-24.70% | Jan 2022 | Sep 2022 | |||
-24.17% | Jan 2022 | Sep 2022 | |||
-24.14% | Jan 2020 | Mar 2020 | |||
-23.14% | Dec 1980 | Jul 1982 | |||
-21.87% | Jan 1990 | Sep 1990 | |||
-20.93% | Jan 1990 | Sep 1990 | |||
-20.46% | Apr 1998 | Aug 1998 | |||
-20.12% | May 1998 | Aug 1998 | |||
-20.10% | Feb 2001 | Sep 2002 | |||
-19.82% | Jun 1981 | Jul 1982 | |||
-15.11% | Feb 2018 | Dec 2018 | |||
-14.58% | Feb 2018 | Dec 2018 | |||
-13.71% | Jun 2015 | Feb 2016 | |||
-12.52% | Feb 1980 | Mar 1980 |
Yearly Returns
Yearly return comparison. Common historical serie start from January 1976.
Year | Paul Merriman Ultimate Buy and Hold Strategy Portfolio | Betterment Robo Advisor 100 Portfolio |
---|---|---|
2023 |
+1.57% | +4.36% |
2022 |
-15.37% | -15.26% |
2021 |
+19.37% | +18.02% |
2020 |
+6.40% | +12.47% |
2019 |
+23.62% | +25.35% |
2018 |
-11.86% | -10.13% |
2017 |
+21.78% | +23.37% |
2016 |
+12.36% | +11.17% |
2015 |
-1.21% | -3.25% |
2014 |
+3.86% | +4.80% |
2013 |
+24.33% | +25.26% |
2012 |
+18.52% | +17.46% |
2011 |
-6.03% | -5.87% |
2010 |
+17.95% | +15.28% |
2009 |
+32.93% | +33.82% |
2008 |
-39.47% | -39.26% |
2007 |
+3.86% | +8.88% |
2006 |
+25.26% | +21.56% |
2005 |
+14.55% | +12.96% |
2004 |
+24.50% | +18.09% |
2003 |
+45.35% | +38.64% |
2002 |
-8.70% | -16.20% |
2001 |
-4.24% | -10.62% |
2000 |
-0.62% | -8.25% |
1999 |
+20.93% | +29.44% |
1998 |
+4.55% | +11.29% |
1997 |
+7.53% | +15.46% |
1996 |
+14.79% | +15.79% |
1995 |
+16.47% | +21.40% |
1994 |
-2.37% | -0.71% |
1993 |
+30.62% | +31.23% |
1992 |
+7.12% | +2.17% |
1991 |
+32.16% | +38.61% |
1990 |
-15.66% | -12.28% |
1989 |
+27.73% | +33.54% |
1988 |
+25.20% | +24.10% |
1987 |
+6.29% | +2.12% |
1986 |
+33.82% | +28.15% |
1985 |
+40.18% | +38.11% |
1984 |
+7.34% | +6.89% |
1983 |
+26.91% | +23.93% |
1982 |
+9.42% | +8.68% |
1981 |
-0.23% | -3.48% |
1980 |
+24.58% | +24.52% |
1979 |
+19.34% | +19.37% |
1978 |
+21.17% | +16.43% |
1977 |
+13.48% | +5.87% |
1976 |
+22.54% | +20.93% |