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 DFA Dimensional Retirement Income Fund Portfolio obtained a 5.48% compound annual return, with a 4.78% standard deviation, in the last 30 Years.
Summary
| Betterment Robo Advisor 0 Portfolio | DFA Dimensional Retirement Income Fund Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 0% | 20.4% |
| Fixed Income | 100% | 79.6% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +3.13% | +5.48% |
| Std Dev | 1.82% | 4.78% | |
| Max Drawdown | -5.86% | -12.91% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1985
| 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 |
| DFA Dimensional Retirement Income Fund Portfolio | -0.91 | +1.89 | -1.04 | +3.32 | +3.06 | +5.48 | +6.97 |
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).
DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since June 1993, now would be worth 4953.39$, with a total return of 395.34% (5.48% 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).
DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 13290.86$, with a total return of 1229.09% (6.97% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Betterment Robo Advisor 0 Portfolio |
DFA Dimensional Retirement Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -12.91% | Jun 2008 | Feb 2009 | |||
| -12.16% | Jan 2022 | Sep 2022 | |||
| -6.09% | Feb 1994 | Jun 1994 | |||
| -5.86% | Aug 2021 | Oct 2022 | |||
| -4.64% | Feb 2020 | Mar 2020 | |||
| -4.34% | May 2013 | Jun 2013 | |||
| -3.41% | May 2015 | Sep 2015 | |||
| -3.15% | Sep 2018 | Dec 2018 | |||
| -3.06% | Apr 2004 | Apr 2004 | |||
| -2.88% | Aug 2011 | Sep 2011 | |||
| -2.22% | Feb 1994 | Apr 1994 | |||
| -2.13% | Aug 1997 | Aug 1997 | |||
| -2.01% | Aug 1998 | Aug 1998 | |||
| -1.95% | Sep 2014 | Sep 2014 | |||
| -1.91% | May 2010 | May 2010 | |||
| -1.82% | Feb 1999 | Feb 1999 | |||
| -1.74% | Dec 1996 | Mar 1997 | |||
| -1.66% | Apr 2000 | May 2000 | |||
| -1.65% | Jul 2003 | Jul 2003 | |||
| -1.59% | Aug 2001 | Sep 2001 | |||
Drawdown comparison chart since January 1985.
Betterment Robo Advisor 0 Portfolio |
DFA Dimensional Retirement Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -12.91% | Jun 2008 | Feb 2009 | |||
| -12.16% | Jan 2022 | Sep 2022 | |||
| -6.09% | Feb 1994 | Jun 1994 | |||
| -5.86% | Aug 2021 | Oct 2022 | |||
| -4.85% | Sep 1987 | Nov 1987 | |||
| -4.64% | Feb 2020 | Mar 2020 | |||
| -4.34% | May 2013 | Jun 2013 | |||
| -3.95% | Aug 1990 | Sep 1990 | |||
| -3.41% | May 2015 | Sep 2015 | |||
| -3.37% | Jan 1990 | Apr 1990 | |||
| -3.15% | Sep 2018 | Dec 2018 | |||
| -3.06% | Apr 2004 | Apr 2004 | |||
| -2.88% | Aug 2011 | Sep 2011 | |||
| -2.86% | Sep 1986 | Sep 1986 | |||
| -2.39% | Jan 1992 | Mar 1992 | |||
| -2.22% | Feb 1994 | Apr 1994 | |||
| -2.13% | Aug 1997 | Aug 1997 | |||
| -2.01% | Aug 1998 | Aug 1998 | |||
| -1.95% | Sep 2014 | Sep 2014 | |||
| -1.91% | May 2010 | May 2010 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Betterment Robo Advisor 0 Portfolio | DFA Dimensional Retirement Income Fund Portfolio |
|---|---|---|
| 2023 |
+1.40% | +3.18% |
| 2022 |
-4.20% | -9.39% |
| 2021 |
-0.79% | +7.04% |
| 2020 |
+3.37% | +8.69% |
| 2019 |
+3.70% | +10.30% |
| 2018 |
+1.44% | -1.96% |
| 2017 |
+0.45% | +6.78% |
| 2016 |
+0.92% | +4.66% |
| 2015 |
+0.53% | -0.87% |
| 2014 |
+0.63% | +2.89% |
| 2013 |
+0.20% | +1.29% |
| 2012 |
+0.55% | +7.36% |
| 2011 |
+1.74% | +6.06% |
| 2010 |
+2.60% | +6.92% |
| 2009 |
+0.59% | +12.97% |
| 2008 |
+6.99% | -7.45% |
| 2007 |
+7.05% | +9.18% |
| 2006 |
+4.11% | +5.72% |
| 2005 |
+1.66% | +4.07% |
| 2004 |
+0.95% | +7.31% |
| 2003 |
+2.62% | +11.38% |
| 2002 |
+7.46% | +5.44% |
| 2001 |
+7.87% | +2.76% |
| 2000 |
+8.70% | +7.94% |
| 1999 |
+2.14% | +4.99% |
| 1998 |
+7.20% | +10.20% |
| 1997 |
+6.60% | +11.97% |
| 1996 |
+4.47% | +5.90% |
| 1995 |
+12.23% | +18.82% |
| 1994 |
-0.40% | -2.17% |
| 1993 |
+6.46% | +13.67% |
| 1992 |
+6.84% | +5.89% |
| 1991 |
+11.81% | +18.32% |
| 1990 |
+9.78% | +4.76% |
| 1989 |
+11.47% | +16.98% |
| 1988 |
+5.93% | +9.77% |
| 1987 |
+4.72% | +3.26% |
| 1986 |
+10.57% | +17.53% |
| 1985 |
+14.05% | +23.48% |
