Betterment Robo Advisor 100 vs Burton Malkiel Mid-Fifties Portfolio Comparison

Last Update: 30 November 2023

The Betterment Robo Advisor 100 Portfolio obtained a 8.20% compound annual return, with a 15.84% standard deviation, in the last 30 Years.

The Burton Malkiel Mid-Fifties Portfolio obtained a 8.27% compound annual return, with a 13.01% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Burton Malkiel Mid-Fifties Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +8.20% +8.27%
Std Dev 15.84% 13.01%
Max Drawdown -54.55% -46.21%

Last Update: 30 November 2023

Historical Returns as of Nov 30, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Betterment Robo Advisor 100 Portfolio +8.54 +6.99 +7.21 +7.75 +7.22 +8.20 +10.50
Burton Malkiel Mid-Fifties Portfolio +8.26 +6.08 +6.44 +6.59 +6.55 +8.27 +10.06
(*) Returns over 1 year are annualized

Capital Growth as of Nov 30, 2023

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since December 1993, now would be worth 10.64$, with a total return of 964.03% (8.20% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since December 1993, now would be worth 10.84$, with a total return of 983.56% (8.27% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since January 1985, now would be worth 48.69$, with a total return of 4769.02% (10.50% annualized).

: an investment of 1$, since January 1985, now would be worth 41.72$, with a total return of 4071.51% (10.06% annualized).

Drawdowns

Drawdown comparison chart since December 1993.

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Betterment Robo Advisor 100 Portfolio
Burton Malkiel Mid-Fifties Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-46.21% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-24.05% Jan 2022 Sep 2022
-20.12% May 1998 Aug 1998
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.61% Sep 2000 Sep 2001
-10.02% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016
-8.30% Feb 1994 Mar 1994
-8.22% Feb 1994 Jan 1995
-6.70% Apr 2004 Apr 2004
-6.42% Aug 1997 Oct 1997

Drawdown comparison chart since January 1985.

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Betterment Robo Advisor 100 Portfolio
Burton Malkiel Mid-Fifties Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-46.21% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-25.46% Sep 1987 Nov 1987
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-24.05% Jan 2022 Sep 2022
-21.56% Sep 1987 Nov 1987
-20.93% Jan 1990 Sep 1990
-20.12% May 1998 Aug 1998
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-16.09% Aug 1990 Sep 1990
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.61% Sep 2000 Sep 2001
-10.02% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016

Yearly Returns

Yearly return comparison.

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Year Betterment Robo Advisor 100 Portfolio Burton Malkiel Mid-Fifties Portfolio
2023
 +11.66% +10.25%
2022
 -15.26% -17.33%
2021
 +18.02% +15.75%
2020
 +12.47% +11.71%
2019
 +25.35% +23.79%
2018
 -10.13% -7.10%
2017
 +23.37% +19.19%
2016
 +11.17% +8.92%
2015
 -3.25% -2.27%
2014
 +4.80% +8.09%
2013
 +25.26% +14.67%
2012
 +17.46% +15.47%
2011
 -5.87% -0.94%
2010
 +15.28% +15.05%
2009
 +33.82% +29.23%
2008
 -39.26% -30.43%
2007
 +8.88% +7.08%
2006
 +21.56% +21.13%
2005
 +12.96% +11.28%
2004
 +18.09% +15.92%
2003
 +38.64% +33.06%
2002
 -16.20% -8.20%
2001
 -10.62% +1.81%
2000
 -8.25% -1.81%
1999
 +29.44% +18.47%
1998
 +11.29% +6.91%
1997
 +15.46% +14.24%
1996
 +15.79% +18.61%
1995
 +21.40% +20.11%
1994
 -0.71% -3.32%
1993
 +31.23% +27.74%
1992
 +2.17% +3.26%
1991
 +38.61% +37.79%
1990
 -12.28% -6.91%
1989
 +33.54% +30.29%
1988
 +24.10% +18.85%
1987
 +2.12% -1.62%
1986
 +28.15% +21.09%
1985
 +38.11% +30.20%