Betterment Robo Advisor 100 vs Aggressive Global Income Portfolio Comparison

Last Update: 30 April 2023

The Betterment Robo Advisor 100 Portfolio obtained a 8.32% compound annual return, with a 15.72% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 8.77% compound annual return, with a 14.35% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +8.32% +8.77%
Std Dev 15.72% 14.35%
Max Drawdown -54.55% -52.63%

Last Update: 30 April 2023

Historical Returns as of Apr 30, 2023

Comparison period starts from January 1979

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Betterment Robo Advisor 100 Portfolio +1.13 +11.49 +2.34 +6.29 +7.94 +8.32 +10.85
Aggressive Global Income Portfolio +1.05 +6.90 +0.52 +4.33 +5.50 +8.77 +10.99
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2023

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since May 1993, now would be worth 10992.22$, with a total return of 999.22% (8.32% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since May 1993, now would be worth 12447.07$, with a total return of 1144.71% (8.77% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since January 1979, now would be worth 96206.85$, with a total return of 9520.69% (10.85% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1979, now would be worth 101848.68$, with a total return of 10084.87% (10.99% annualized).

Drawdowns

Drawdown comparison chart since April 1993.

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Betterment Robo Advisor 100 Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-52.63% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-27.39% Mar 2000 Sep 2002
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-23.84% Jan 2020 Mar 2020
-20.12% May 1998 Aug 1998
-18.06% Jan 2022 Sep 2022
-17.13% May 2011 Sep 2011
-15.46% May 1998 Aug 1998
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.63% May 2015 Jan 2016
-9.93% Feb 2018 Dec 2018
-8.30% Feb 1994 Mar 1994
-6.42% Aug 1997 Oct 1997
-5.24% Jun 1996 Jul 1996
-5.15% Mar 2005 Apr 2005
-5.06% Jan 2000 Jan 2000

Drawdown comparison chart since January 1979.

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Betterment Robo Advisor 100 Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-52.63% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-27.39% Mar 2000 Sep 2002
-25.46% Sep 1987 Nov 1987
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-23.84% Jan 2020 Mar 2020
-23.14% Dec 1980 Jul 1982
-21.38% Sep 1987 Nov 1987
-20.93% Jan 1990 Sep 1990
-20.12% May 1998 Aug 1998
-19.23% Jan 1990 Sep 1990
-18.06% Jan 2022 Sep 2022
-17.13% May 2011 Sep 2011
-15.46% May 1998 Aug 1998
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.63% May 2015 Jan 2016
-12.44% Feb 1980 Mar 1980

Yearly Returns

Yearly return comparison. Common historical serie start from January 1979.

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Year Betterment Robo Advisor 100 Portfolio Aggressive Global Income Portfolio
2023
 +6.81% +3.34%
2022
 -15.26% -8.43%
2021
 +18.02% +17.07%
2020
 +12.47% -1.13%
2019
 +25.35% +19.97%
2018
 -10.13% -8.07%
2017
 +23.37% +13.53%
2016
 +11.17% +18.29%
2015
 -3.25% -6.99%
2014
 +4.80% +3.96%
2013
 +25.26% +19.30%
2012
 +17.46% +12.95%
2011
 -5.87% +0.62%
2010
 +15.28% +14.37%
2009
 +33.82% +33.97%
2008
 -39.26% -34.21%
2007
 +8.88% +3.78%
2006
 +21.56% +21.69%
2005
 +12.96% +12.70%
2004
 +18.09% +16.76%
2003
 +38.64% +32.98%
2002
 -16.20% -7.54%
2001
 -10.62% -4.83%
2000
 -8.25% -0.62%
1999
 +29.44% +48.88%
1998
 +11.29% +8.84%
1997
 +15.46% +18.82%
1996
 +15.79% +13.71%
1995
 +21.40% +24.10%
1994
 -0.71% +2.10%
1993
 +31.23% +19.15%
1992
 +2.17% +3.24%
1991
 +38.61% +24.91%
1990
 -12.28% -13.87%
1989
 +33.54% +17.94%
1988
 +24.10% +21.28%
1987
 +2.12% +8.36%
1986
 +28.15% +32.40%
1985
 +38.11% +37.47%
1984
 +6.89% +6.06%
1983
 +23.93% +24.33%
1982
 +8.68% +20.53%
1981
 -3.48% +4.76%
1980
 +24.52% +21.29%
1979
 +19.37% +17.54%