Betterment Robo Advisor 100 vs Technology 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 Technology Portfolio obtained a 13.75% compound annual return, with a 24.01% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +8.20% +13.75%
Std Dev 15.84% 24.01%
Max Drawdown -54.55% -81.08%

Last Update: 30 November 2023

Historical Returns as of Nov 30, 2023

Comparison period starts from November 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 +10.12
Technology Portfolio +10.82 +12.05 +33.45 +18.87 +17.35 +13.75 +14.25
(*) 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).

Technology Portfolio: an investment of 1$, since December 1993, now would be worth 47.66$, with a total return of 4665.82% (13.75% annualized).

Technology Portfolio: an investment of 1$, since November 1985, now would be worth 39.37$, with a total return of 3836.65% (10.12% annualized).

: an investment of 1$, since November 1985, now would be worth 159.61$, with a total return of 15861.45% (14.25% annualized).

Drawdowns

Drawdown comparison chart since December 1993.

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Betterment Robo Advisor 100 Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-54.55% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-32.58% Jan 2022 Dec 2022
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-20.12% May 1998 Aug 1998
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.30% Feb 1994 Mar 1994

Drawdown comparison chart since November 1985.

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Betterment Robo Advisor 100 Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-54.55% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-34.57% Sep 1987 Nov 1987
-32.58% Jan 2022 Dec 2022
-27.64% Jul 1990 Oct 1990
-25.46% Sep 1987 Nov 1987
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-20.93% Jan 1990 Sep 1990
-20.12% May 1998 Aug 1998
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.73% Jun 1986 Sep 1986
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020

Yearly Returns

Yearly return comparison.

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Year Betterment Robo Advisor 100 Portfolio Technology Portfolio
2023
 +11.66% +46.66%
2022
 -15.26% -32.58%
2021
 +18.02% +27.42%
2020
 +12.47% +48.40%
2019
 +25.35% +38.96%
2018
 -10.13% -0.12%
2017
 +23.37% +32.66%
2016
 +11.17% +7.10%
2015
 -3.25% +9.45%
2014
 +4.80% +19.18%
2013
 +25.26% +36.63%
2012
 +17.46% +18.12%
2011
 -5.87% +3.47%
2010
 +15.28% +20.14%
2009
 +33.82% +54.68%
2008
 -39.26% -41.73%
2007
 +8.88% +19.02%
2006
 +21.56% +7.14%
2005
 +12.96% +1.57%
2004
 +18.09% +10.54%
2003
 +38.64% +49.67%
2002
 -16.20% -37.37%
2001
 -10.62% -33.34%
2000
 -8.25% -36.11%
1999
 +29.44% +101.95%
1998
 +11.29% +85.30%
1997
 +15.46% +20.63%
1996
 +15.79% +42.54%
1995
 +21.40% +42.54%
1994
 -0.71% +1.50%
1993
 +31.23% +10.58%
1992
 +2.17% +8.86%
1991
 +38.61% +64.99%
1990
 -12.28% -10.41%
1989
 +33.54% +26.17%
1988
 +24.10% +13.54%
1987
 +2.12% +10.50%
1986
 +28.15% +6.89%