Last Update: 31 March 2024
The Betterment Robo Advisor 100 Portfolio obtained a 8.52% compound annual return, with a 15.76% standard deviation, in the last 30 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 9.27% compound annual return, with a 11.74% standard deviation, in the last 30 Years.
Summary
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| Betterment Robo Advisor 100 Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 100% | 75% |
| Fixed Income | 0% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.52% | +9.27% |
| Std Dev | 15.76% | 11.74% | |
| Max Drawdown | -54.55% | -38.53% | |
| All time Stats (Since Jan 1976) |
Return | +11.22% | +10.64% |
| Std Dev | 15.61% | 11.96% | |
| Max Drawdown | -54.55% | -38.53% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Betterment Robo Advisor 100 Portfolio | +3.43 | +18.59 | +19.20 | +9.66 | +8.17 | +8.52 | +11.22 |
| JL Collins Simple Path to Wealth Portfolio | +2.42 | +18.66 | +21.87 | +10.81 | +9.64 | +9.27 | +10.64 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since April 1994,
now would be worth 11.61$, with a total return of 1060.95%
(8.52% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 1994, now would be worth 14.29$, with a total return of 1328.64% (9.27% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 1994, now would be worth 14.29$, with a total return of 1328.64% (9.27% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1976,
now would be worth 169.02$, with a total return of 16802.02%
(11.22% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1976, now would be worth 131.59$, with a total return of 13058.64% (10.64% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1976, now would be worth 131.59$, with a total return of 13058.64% (10.64% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Betterment Robo Advisor 100 Portfolio
|
JL Collins Simple Path to Wealth Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -54.55% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 23.78 | |||||
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -37.03% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 18.95 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -24.17% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.06 | |||||
| -24.14% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 10.42 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -20.12% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 8.44 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -14.58% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.53 | |||||
| -13.71% | Jun 2015 | Feb 2016 (9) | Sep 2016 (16) | 6.99 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -7.28% | Sep 1994 | Jan 1995 (5) | May 1995 (9) | 4.25 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -6.51% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 3.75 | |||||
| -6.42% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 3.99 | |||||
| -5.24% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 2.67 | |||||
| -5.06% | Jan 2000 | Jan 2000 (1) | Mar 2000 (3) | 3.13 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Betterment Robo Advisor 100 Portfolio
|
JL Collins Simple Path to Wealth Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -54.55% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 23.78 | |||||
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -37.03% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 18.95 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -25.46% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 12.72 | |||||
| -24.17% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.06 | |||||
| -24.14% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 10.42 | |||||
| -23.27% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 11.31 | |||||
| -23.14% | Dec 1980 | Jul 1982 (20) | Nov 1982 (24) | 10.76 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -20.93% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 10.33 | |||||
| -20.12% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 8.44 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -14.58% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.53 | |||||
| -13.71% | Jun 2015 | Feb 2016 (9) | Sep 2016 (16) | 6.99 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.44% | Feb 1980 | Mar 1980 (2) | Jul 1980 (6) | 5.77 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -11.23% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 6.01 | |||||
| -10.83% | Dec 1980 | Sep 1981 (10) | Aug 1982 (21) | 5.41 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+6.76%
|
-0.80% |
+7.00%
|
0.00% |
| 2023 |
+17.92%
|
-10.44% |
+20.89%
|
-8.11% |
| 2022 |
-15.26%
|
-24.17% |
-17.91%
|
-22.24% |
| 2021 |
+18.02%
|
-3.75% |
+18.79%
|
-3.72% |
| 2020 |
+12.47%
|
-24.14% |
+17.70%
|
-15.46% |
| 2019 |
+25.35%
|
-6.47% |
+25.21%
|
-4.59% |
| 2018 |
-10.13%
|
-14.58% |
-3.94%
|
-10.58% |
| 2017 |
+23.37%
|
0.00% |
+16.80%
|
0.00% |
| 2016 |
+11.17%
|
-6.32% |
+10.25%
|
-3.99% |
| 2015 |
-3.25%
|
-11.66% |
+0.41%
|
-6.60% |
| 2014 |
+4.80%
|
-4.57% |
+10.86%
|
-1.99% |
| 2013 |
+25.26%
|
-2.77% |
+24.56%
|
-2.57% |
| 2012 |
+17.46%
|
-9.49% |
+13.13%
|
-4.80% |
| 2011 |
-5.87%
|
-21.44% |
+2.71%
|
-12.27% |
| 2010 |
+15.28%
|
-12.96% |
+14.62%
|
-9.46% |
| 2009 |
+33.82%
|
-19.82% |
+22.58%
|
-13.96% |
| 2008 |
-39.26%
|
-42.29% |
-26.02%
|
-28.15% |
| 2007 |
+8.88%
|
-6.67% |
+5.76%
|
-3.89% |
| 2006 |
+21.56%
|
-4.63% |
+12.84%
|
-2.48% |
| 2005 |
+12.96%
|
-5.00% |
+5.33%
|
-3.14% |
| 2004 |
+18.09%
|
-4.14% |
+10.65%
|
-2.89% |
| 2003 |
+38.64%
|
-5.78% |
+24.06%
|
-2.85% |
| 2002 |
-16.20%
|
-24.90% |
-13.29%
|
-18.79% |
| 2001 |
-10.62%
|
-23.72% |
-6.12%
|
-16.19% |
| 2000 |
-8.25%
|
-13.29% |
-5.08%
|
-11.10% |
| 1999 |
+29.44%
|
-3.30% |
+17.67%
|
-4.79% |
| 1998 |
+11.29%
|
-20.12% |
+19.59%
|
-13.02% |
| 1997 |
+15.46%
|
-6.42% |
+25.61%
|
-3.67% |
| 1996 |
+15.79%
|
-5.24% |
+16.62%
|
-4.42% |
| 1995 |
+21.40%
|
-2.18% |
+31.38%
|
-0.57% |
| 1994 |
-0.71%
|
-8.30% |
-0.79%
|
-6.83% |
| 1993 |
+31.23%
|
-4.22% |
+10.39%
|
-1.89% |
| 1992 |
+2.17%
|
-4.49% |
+8.62%
|
-1.93% |
| 1991 |
+38.61%
|
-5.51% |
+28.11%
|
-3.49% |
| 1990 |
-12.28%
|
-20.93% |
-2.40%
|
-11.23% |
| 1989 |
+33.54%
|
-3.73% |
+24.50%
|
-1.72% |
| 1988 |
+24.10%
|
-3.67% |
+14.83%
|
-2.69% |
| 1987 |
+2.12%
|
-25.46% |
+2.34%
|
-23.27% |
| 1986 |
+28.15%
|
-5.66% |
+14.71%
|
-6.46% |
| 1985 |
+38.11%
|
-3.15% |
+29.02%
|
-3.12% |
| 1984 |
+6.89%
|
-6.80% |
+5.39%
|
-7.49% |
| 1983 |
+23.93%
|
-2.67% |
+18.30%
|
-2.99% |
| 1982 |
+8.68%
|
-17.47% |
+23.16%
|
-6.05% |
| 1981 |
-3.48%
|
-12.17% |
-0.76%
|
-10.31% |
| 1980 |
+24.52%
|
-12.44% |
+25.59%
|
-10.43% |
| 1979 |
+19.37%
|
-7.99% |
+19.52%
|
-6.87% |
| 1978 |
+16.43%
|
-9.58% |
+6.63%
|
-9.36% |
| 1977 |
+5.87%
|
-3.49% |
-2.26%
|
-6.16% |
| 1976 |
+20.93%
|
-3.25% |
+23.29%
|
-1.55% |
