Betterment Robo Advisor 0 vs All Country World 20/80 Portfolio Comparison

Last Update: 31 May 2023

The Betterment Robo Advisor 0 Portfolio obtained a 3.13% compound annual return, with a 1.82% standard deviation, in the last 30 Years.

The All Country World 20/80 Portfolio obtained a 5.75% compound annual return, with a 5.54% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 0 Portfolio All Country World 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
30 Years Stats Return +3.13% +5.75%
Std Dev 1.82% 5.54%
Max Drawdown -5.86% -17.97%

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(*)
Betterment Robo Advisor 0 Portfolio -0.40 +1.50 -0.20 +0.96 +0.74 +3.13 +4.46
All Country World 20/80 Portfolio -0.81 +1.46 -1.47 +1.85 +2.97 +5.75 +7.24
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Betterment Robo Advisor 0 Portfolio: an investment of 1000$, since June 1993, now would be worth 2524.53$, with a total return of 152.45% (3.13% annualized).

All Country World 20/80 Portfolio: an investment of 1000$, since June 1993, now would be worth 5349.48$, with a total return of 434.95% (5.75% annualized).

Betterment Robo Advisor 0 Portfolio: an investment of 1000$, since January 1985, now would be worth 5338.24$, with a total return of 433.82% (4.46% annualized).

All Country World 20/80 Portfolio: an investment of 1000$, since January 1985, now would be worth 14657.23$, with a total return of 1365.72% (7.24% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Betterment Robo Advisor 0 Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-17.97% Sep 2021 Sep 2022
-14.04% May 2008 Oct 2008
-6.55% Feb 2020 Mar 2020
-6.27% Feb 1994 Jun 1994
-5.86% Aug 2021 Oct 2022
-4.73% Aug 1998 Aug 1998
-4.30% May 2013 Jun 2013
-3.57% Jun 2002 Jul 2002
-3.05% May 2015 Sep 2015
-2.99% Oct 2016 Nov 2016
-2.82% Apr 2004 May 2004
-2.77% Feb 2018 Oct 2018
-2.61% Aug 2011 Sep 2011
-2.31% May 1999 May 1999
-2.22% Feb 1994 Apr 1994
-2.14% Dec 1996 Mar 1997
-1.99% Apr 2000 May 2000
-1.93% Jul 2003 Jul 2003
-1.93% Aug 1997 Aug 1997
-1.73% May 2012 May 2012

Drawdown comparison chart since January 1985.

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Betterment Robo Advisor 0 Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-17.97% Sep 2021 Sep 2022
-14.04% May 2008 Oct 2008
-6.55% Feb 2020 Mar 2020
-6.27% Feb 1994 Jun 1994
-6.26% Sep 1987 Nov 1987
-5.86% Aug 2021 Oct 2022
-5.58% Jan 1990 Apr 1990
-5.31% Aug 1990 Sep 1990
-4.73% Aug 1998 Aug 1998
-4.30% May 2013 Jun 2013
-3.57% Jun 2002 Jul 2002
-3.05% May 2015 Sep 2015
-2.99% Oct 2016 Nov 2016
-2.92% Jan 1992 Mar 1992
-2.84% Sep 1986 Sep 1986
-2.82% Apr 2004 May 2004
-2.77% Feb 2018 Oct 2018
-2.61% Aug 2011 Sep 2011
-2.54% Apr 1987 May 1987
-2.31% May 1999 May 1999

Yearly Returns

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

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Year Betterment Robo Advisor 0 Portfolio All Country World 20/80 Portfolio
2023
 +1.40% +3.68%
2022
 -4.20% -14.66%
2021
 -0.79% +2.00%
2020
 +3.37% +8.36%
2019
 +3.70% +12.96%
2018
 +1.44% -1.87%
2017
 +0.45% +8.23%
2016
 +0.92% +5.12%
2015
 +0.53% +0.31%
2014
 +0.63% +6.24%
2013
 +0.20% +2.59%
2012
 +0.55% +9.39%
2011
 +1.74% +4.99%
2010
 +2.60% +8.78%
2009
 +0.59% +14.11%
2008
 +6.99% -6.88%
2007
 +7.05% +6.77%
2006
 +4.11% +7.46%
2005
 +1.66% +5.53%
2004
 +0.95% +7.53%
2003
 +2.62% +12.92%
2002
 +7.46% +3.34%
2001
 +7.87% +6.33%
2000
 +8.70% +5.87%
1999
 +2.14% +7.97%
1998
 +7.20% +10.80%
1997
 +6.60% +7.03%
1996
 +4.47% +9.34%
1995
 +12.23% +19.70%
1994
 -0.40% -3.54%
1993
 +6.46% +15.69%
1992
 +6.84% +6.02%
1991
 +11.81% +18.43%
1990
 +9.78% +2.13%
1989
 +11.47% +13.30%
1988
 +5.93% +10.56%
1987
 +4.72% +4.29%
1986
 +10.57% +20.59%
1985
 +14.05% +26.72%