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 Portfolio obtained a 5.62% compound annual return, with a 4.76% standard deviation, in the last 30 Years.
Summary
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| Betterment Robo Advisor 0 Portfolio | Stocks/Bonds 20/80 Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 0% | 20% |
| Fixed Income | 100% | 80% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +3.13% | +5.62% |
| Std Dev | 1.82% | 4.76% | |
| Max Drawdown | -5.86% | -16.57% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1871
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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 | +4.45 |
| Stocks/Bonds 20/80 Portfolio | -0.83 | +1.82 | -1.47 | +2.78 | +3.48 | +5.62 | +5.67 |
(*) 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 Portfolio: an investment of 1000$, since June 1993, now would be worth 5153.83$, with a total return of 415.38% (5.62% annualized).
Betterment Robo Advisor 0 Portfolio: an investment of 1000$, since January 1871, now would be worth 756970.49$, with a total return of 75597.05% (4.45% annualized).
Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since January 1871, now would be worth 4464566.10$, with a total return of 446356.61% (5.67% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
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Betterment Robo Advisor 0 Portfolio |
Stocks/Bonds 20/80 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -16.57% | Jan 2022 | Sep 2022 | |||
| -8.42% | May 2008 | Oct 2008 | |||
| -5.86% | Aug 2021 | Oct 2022 | |||
| -5.50% | Feb 1994 | Jun 1994 | |||
| -3.92% | Feb 2020 | Mar 2020 | |||
| -2.67% | Sep 2018 | Oct 2018 | |||
| -2.58% | Apr 2004 | May 2004 | |||
| -2.56% | May 2013 | Jun 2013 | |||
| -2.40% | Aug 2016 | Nov 2016 | |||
| -2.23% | Apr 2000 | May 2000 | |||
| -2.22% | Feb 1994 | Apr 1994 | |||
| -2.17% | Feb 1999 | Feb 1999 | |||
| -2.15% | Jul 1998 | Aug 1998 | |||
| -2.13% | Jul 2003 | Jul 2003 | |||
| -2.13% | Jun 2002 | Jul 2002 | |||
| -2.05% | Feb 2018 | Apr 2018 | |||
| -1.99% | Feb 2001 | Mar 2001 | |||
| -1.90% | Apr 2015 | Aug 2015 | |||
| -1.84% | Sep 2005 | Oct 2005 | |||
| -1.82% | Sep 2021 | Sep 2021 | |||
Drawdown comparison chart since January 1871.
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Betterment Robo Advisor 0 Portfolio |
Stocks/Bonds 20/80 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -18.94% | Jun 1930 | May 1932 | |||
| -16.57% | Jan 2022 | Sep 2022 | |||
| -10.14% | Mar 1937 | Mar 1938 | |||
| -9.55% | Jul 1895 | Aug 1896 | |||
| -8.48% | Apr 1971 | Jul 1971 | |||
| -8.42% | May 2008 | Oct 2008 | |||
| -8.25% | Sep 1968 | May 1970 | |||
| -7.96% | Nov 1973 | Aug 1974 | |||
| -7.75% | Oct 1979 | Mar 1980 | |||
| -7.61% | Jul 1895 | Feb 1896 | |||
| -7.49% | Jul 1873 | Nov 1873 | |||
| -6.85% | Apr 1971 | Jul 1971 | |||
| -6.76% | Mar 1970 | May 1970 | |||
| -6.24% | Apr 1940 | May 1940 | |||
| -6.20% | Sep 1931 | Jan 1932 | |||
| -6.16% | Nov 1919 | May 1920 | |||
| -6.14% | Sep 1987 | Nov 1987 | |||
| -6.13% | Dec 1892 | Jul 1893 | |||
| -5.99% | Nov 1905 | Dec 1907 | |||
| -5.90% | Aug 1941 | Apr 1942 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1871.
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| Year | Betterment Robo Advisor 0 Portfolio | Stocks/Bonds 20/80 Portfolio |
|---|---|---|
| 2023 |
+1.40% | +3.69% |
| 2022 |
-4.20% | -14.39% |
| 2021 |
-0.79% | +3.64% |
| 2020 |
+3.37% | +10.38% |
| 2019 |
+3.70% | +13.20% |
| 2018 |
+1.44% | -1.13% |
| 2017 |
+0.45% | +7.10% |
| 2016 |
+0.92% | +4.58% |
| 2015 |
+0.53% | +0.52% |
| 2014 |
+0.63% | +7.16% |
| 2013 |
+0.20% | +5.01% |
| 2012 |
+0.55% | +5.82% |
| 2011 |
+1.74% | +6.53% |
| 2010 |
+2.60% | +8.44% |
| 2009 |
+0.59% | +8.69% |
| 2008 |
+6.99% | -1.91% |
| 2007 |
+7.05% | +6.61% |
| 2006 |
+4.11% | +6.55% |
| 2005 |
+1.66% | +3.18% |
| 2004 |
+0.95% | +5.95% |
| 2003 |
+2.62% | +9.33% |
| 2002 |
+7.46% | +2.51% |
| 2001 |
+7.87% | +4.55% |
| 2000 |
+8.70% | +7.00% |
| 1999 |
+2.14% | +4.16% |
| 1998 |
+7.20% | +11.52% |
| 1997 |
+6.60% | +13.75% |
| 1996 |
+4.47% | +7.06% |
| 1995 |
+12.23% | +21.70% |
| 1994 |
-0.40% | -2.16% |
| 1993 |
+6.46% | +9.87% |
| 1992 |
+6.84% | +7.53% |
| 1991 |
+11.81% | +18.68% |
| 1990 |
+9.78% | +5.70% |
| 1989 |
+11.47% | +16.54% |
| 1988 |
+5.93% | +9.35% |
| 1987 |
+4.72% | +1.75% |
| 1986 |
+10.57% | +15.00% |
| 1985 |
+14.05% | +24.05% |
| 1984 |
+14.05% | +12.45% |
| 1983 |
+8.22% | +8.71% |
| 1982 |
+22.41% | +29.01% |
| 1981 |
+13.75% | +6.70% |
| 1980 |
+8.59% | +8.94% |
| 1979 |
+7.87% | +9.13% |
| 1978 |
+3.26% | +2.61% |
| 1977 |
+3.03% | +0.16% |
| 1976 |
+8.68% | +16.30% |
| 1975 |
+8.81% | +13.45% |
| 1974 |
+6.86% | -1.00% |
| 1973 |
+4.57% | -0.06% |
| 1972 |
+3.83% | +5.70% |
| 1971 |
+7.75% | +11.12% |
| 1970 |
+13.86% | +14.75% |
| 1969 |
+3.12% | -3.75% |
| 1968 |
+4.61% | +5.00% |
| 1967 |
+3.48% | +5.05% |
| 1966 |
+5.16% | +2.23% |
| 1965 |
+2.31% | +3.42% |
| 1964 |
+3.89% | +6.40% |
| 1963 |
+2.35% | +5.54% |
| 1962 |
+4.28% | +2.64% |
| 1961 |
+2.44% | +6.45% |
| 1960 |
+8.87% | +10.61% |
| 1959 |
+1.29% | +1.20% |
| 1958 |
+1.45% | +6.71% |
| 1957 |
+5.73% | +4.87% |
| 1956 |
+1.25% | +0.46% |
| 1955 |
+0.20% | +4.53% |
| 1954 |
+2.54% | +12.38% |
| 1953 |
+3.17% | +3.04% |
| 1952 |
+1.89% | +4.52% |
| 1951 |
+0.79% | +4.19% |
| 1950 |
+0.61% | +5.97% |
| 1949 |
+1.93% | +7.50% |
| 1948 |
+1.49% | +2.55% |
| 1947 |
+0.86% | +0.41% |
| 1946 |
+1.06% | -0.68% |
| 1945 |
+1.62% | +11.74% |
| 1944 |
+1.25% | +6.06% |
| 1943 |
+1.59% | +7.56% |
| 1942 |
+0.66% | +4.38% |
| 1941 |
+1.33% | -0.23% |
| 1940 |
+1.49% | +2.01% |
| 1939 |
+1.14% | +2.95% |
| 1938 |
+2.10% | +9.18% |
| 1937 |
+1.05% | -5.47% |
| 1936 |
+1.62% | +10.35% |
| 1935 |
+1.57% | +12.39% |
| 1934 |
+2.99% | +6.29% |
| 1933 |
+2.25% | +13.83% |
| 1932 |
+7.90% | +8.09% |
| 1931 |
+0.58% | -10.48% |
| 1930 |
+7.14% | +0.53% |
| 1929 |
+5.68% | +1.14% |
| 1928 |
+1.48% | +6.99% |
| 1927 |
+4.55% | +10.90% |
| 1926 |
+4.13% | +6.06% |
| 1925 |
+2.62% | +7.69% |
| 1924 |
+6.35% | +11.71% |
| 1923 |
+4.16% | +4.04% |
| 1922 |
+5.06% | +10.22% |
| 1921 |
+11.15% | +12.53% |
| 1920 |
+3.21% | -2.63% |
| 1919 |
+3.91% | +5.70% |
| 1918 |
+5.27% | +7.31% |
| 1917 |
+1.18% | -5.08% |
| 1916 |
+2.73% | +4.53% |
| 1915 |
+5.06% | +11.23% |
| 1914 |
+6.38% | +4.10% |
| 1913 |
+5.50% | +2.14% |
| 1912 |
+2.36% | +2.68% |
| 1911 |
+4.07% | +3.97% |
| 1910 |
+5.46% | +2.66% |
| 1909 |
+1.83% | +4.37% |
| 1908 |
+10.24% | +17.01% |
| 1907 |
+3.42% | -5.10% |
| 1906 |
+3.39% | +0.70% |
| 1905 |
+1.74% | +4.77% |
| 1904 |
+5.98% | +11.09% |
| 1903 |
+4.76% | -1.70% |
| 1902 |
+2.70% | +2.43% |
| 1901 |
+3.21% | +5.34% |
| 1900 |
+4.68% | +7.24% |
| 1899 |
+0.54% | +0.41% |
| 1898 |
+4.36% | +9.58% |
| 1897 |
+5.17% | +8.74% |
| 1896 |
+5.61% | +3.90% |
| 1895 |
+0.36% | +1.03% |
| 1894 |
+4.81% | +5.59% |
| 1893 |
+7.84% | +0.02% |
| 1892 |
+2.52% | +2.91% |
| 1891 |
+7.13% | +8.10% |
| 1890 |
+3.99% | -0.25% |
| 1889 |
+2.76% | +3.40% |
| 1888 |
+6.03% | +5.05% |
| 1887 |
+4.63% | +1.03% |
| 1886 |
+1.78% | +2.99% |
| 1885 |
+5.13% | +10.27% |
| 1884 |
+5.18% | +0.67% |
| 1883 |
+6.15% | +2.34% |
| 1882 |
+4.62% | +3.20% |
| 1881 |
+3.91% | +2.83% |
| 1880 |
+5.33% | +9.52% |
| 1879 |
+3.25% | +12.21% |
| 1878 |
+6.47% | +8.43% |
| 1877 |
+3.83% | +2.70% |
| 1876 |
+6.44% | +2.91% |
| 1875 |
+4.78% | +6.26% |
| 1874 |
+13.97% | +11.91% |
| 1873 |
+8.44% | +2.89% |
| 1872 |
+5.08% | +3.68% |
| 1871 |
+3.54% | +5.34% |
