Betterment Robo Advisor 0 vs Stocks/Bonds 20/80 Momentum 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 Stocks/Bonds 20/80 Momentum Portfolio obtained a 6.10% compound annual return, with a 4.82% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 0 Portfolio Stocks/Bonds 20/80 Momentum Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
30 Years Stats Return +3.13% +6.10%
Std Dev 1.82% 4.82%
Max Drawdown -5.86% -17.91%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1982

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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 +5.17
Stocks/Bonds 20/80 Momentum Portfolio -1.86 -0.82 -2.98 +1.89 +3.50 +6.10 +8.11
(*) 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).

Stocks/Bonds 20/80 Momentum Portfolio: an investment of 1000$, since June 1993, now would be worth 5905.99$, with a total return of 490.60% (6.10% annualized).

Betterment Robo Advisor 0 Portfolio: an investment of 1000$, since January 1982, now would be worth 8065.04$, with a total return of 706.50% (5.17% annualized).

Stocks/Bonds 20/80 Momentum Portfolio: an investment of 1000$, since January 1982, now would be worth 25290.38$, with a total return of 2429.04% (8.11% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Betterment Robo Advisor 0 Portfolio
Stocks/Bonds 20/80 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-17.91% Nov 2021 Sep 2022
-9.00% Jan 2008 Oct 2008
-5.86% Aug 2021 Oct 2022
-5.46% Feb 1994 Jun 1994
-3.64% Aug 2016 Nov 2016
-3.46% Feb 2020 Mar 2020
-3.12% Sep 2018 Oct 2018
-2.95% Jan 2021 Mar 2021
-2.48% May 2013 Jun 2013
-2.37% Apr 2004 Apr 2004
-2.29% Jul 2003 Jul 2003
-2.26% Sep 2020 Oct 2020
-2.22% Feb 1994 Apr 1994
-2.01% Feb 2001 Mar 2001
-1.89% Feb 2018 Apr 2018
-1.81% Aug 1997 Aug 1997
-1.79% Jun 2002 Jul 2002
-1.73% Feb 1999 Feb 1999
-1.64% Mar 1997 Mar 1997
-1.56% Sep 2021 Sep 2021

Drawdown comparison chart since January 1982.

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Betterment Robo Advisor 0 Portfolio
Stocks/Bonds 20/80 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-17.91% Nov 2021 Sep 2022
-9.00% Jan 2008 Oct 2008
-6.53% Sep 1987 Nov 1987
-5.86% Aug 2021 Oct 2022
-5.47% Feb 1984 May 1984
-5.46% Feb 1994 Jun 1994
-3.64% Aug 2016 Nov 2016
-3.46% Feb 2020 Mar 2020
-3.28% May 1983 Jul 1983
-3.15% Sep 1986 Sep 1986
-3.12% Sep 2018 Oct 2018
-2.95% Jan 2021 Mar 2021
-2.90% Aug 1990 Sep 1990
-2.82% Apr 1987 May 1987
-2.80% Mar 1988 May 1988
-2.78% Jan 1990 Jan 1990
-2.48% May 2013 Jun 2013
-2.37% Apr 2004 Apr 2004
-2.29% Jul 2003 Jul 2003
-2.26% Sep 2020 Oct 2020

Yearly Returns

Yearly return comparison. Common historical serie start from January 1982.

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Year Betterment Robo Advisor 0 Portfolio Stocks/Bonds 20/80 Momentum Portfolio
2023
 +1.40% +0.61%
2022
 -4.20% -14.14%
2021
 -0.79% +1.18%
2020
 +3.37% +12.14%
2019
 +3.70% +12.52%
2018
 +1.44% -0.42%
2017
 +0.45% +10.35%
2016
 +0.92% +3.02%
2015
 +0.53% +2.23%
2014
 +0.63% +7.58%
2013
 +0.20% +5.23%
2012
 +0.55% +5.51%
2011
 +1.74% +7.52%
2010
 +2.60% +8.56%
2009
 +0.59% +6.40%
2008
 +6.99% -2.70%
2007
 +7.05% +9.07%
2006
 +4.11% +5.53%
2005
 +1.66% +5.74%
2004
 +0.95% +6.73%
2003
 +2.62% +8.38%
2002
 +7.46% +4.15%
2001
 +7.87% +3.27%
2000
 +8.70% +7.19%
1999
 +2.14% +7.48%
1998
 +7.20% +16.62%
1997
 +6.60% +14.93%
1996
 +4.47% +8.83%
1995
 +12.23% +23.01%
1994
 -0.40% -2.34%
1993
 +6.46% +10.39%
1992
 +6.84% +6.58%
1991
 +11.81% +19.58%
1990
 +9.78% +7.22%
1989
 +11.47% +19.47%
1988
 +5.93% +7.30%
1987
 +4.72% +1.70%
1986
 +10.57% +16.62%
1985
 +14.05% +24.27%
1984
 +14.05% +11.85%
1983
 +8.22% +7.57%
1982
 +22.41% +31.00%