Betterment Robo Advisor 100 vs US Stocks Momentum Portfolio Comparison

Last Update: 29 February 2024

The Betterment Robo Advisor 100 Portfolio obtained a 8.20% compound annual return, with a 15.80% standard deviation, in the last 30 Years.

The US Stocks Momentum Portfolio obtained a 12.68% compound annual return, with a 15.38% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio US Stocks Momentum Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +8.20% +12.68%
Std Dev 15.80% 15.38%
Max Drawdown -54.55% -53.85%
All time Stats
(Since Jan 1982)
Return +10.83% +13.73%
Std Dev 15.75% 15.39%
Max Drawdown -54.55% -53.85%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1982

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1M 6M 1Y 5Y 10Y 30Y MAX
Betterment Robo Advisor 100 Portfolio +4.05 +9.85 +17.00 +9.07 +7.91 +8.20 +10.83
US Stocks Momentum Portfolio +10.00 +24.44 +32.84 +12.02 +12.68 +12.68 +13.73
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since March 1994, now would be worth 10.64$, with a total return of 963.72% (8.20% annualized).

US Stocks Momentum Portfolio: an investment of 1$, since March 1994, now would be worth 35.91$, with a total return of 3491.37% (12.68% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1982, now would be worth 76.41$, with a total return of 7541.32% (10.83% annualized).

US Stocks Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 227.06$, with a total return of 22606.23% (13.73% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Betterment Robo Advisor 100 Portfolio
US Stocks Momentum 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
-53.85% Nov 2007 Feb 2009 (16) Jan 2013 (63) 26.01
-43.19% Sep 2000 Sep 2002 (25) Jul 2005 (59) 24.89
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-30.16% Nov 2021 Sep 2022 (11) In progress (28) 20.43
-24.17% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.06
-24.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.42
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-17.90% Feb 2020 Mar 2020 (2) Jun 2020 (5) 8.65
-15.44% Oct 2018 Dec 2018 (3) Jun 2019 (9) 7.83
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-11.51% Aug 1998 Aug 1998 (1) Oct 1998 (3) 6.32
-7.82% Sep 2020 Oct 2020 (2) Nov 2020 (3) 4.35
-7.78% Aug 2015 Sep 2015 (2) May 2016 (10) 3.71
-7.28% Sep 1994 Jan 1995 (5) May 1995 (9) 4.25
-6.42% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.99
-6.40% Jan 2000 Feb 2000 (2) Mar 2000 (3) 4.05
-5.24% Jun 1996 Jul 1996 (2) Sep 1996 (4) 2.67
-5.23% Mar 1994 Mar 1994 (1) Aug 1994 (6) 2.70

Drawdown comparison chart since January 1982.

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Betterment Robo Advisor 100 Portfolio
US Stocks Momentum 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
-53.85% Nov 2007 Feb 2009 (16) Jan 2013 (63) 26.01
-43.19% Sep 2000 Sep 2002 (25) Jul 2005 (59) 24.89
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-30.55% Sep 1987 Nov 1987 (3) Jul 1989 (23) 18.49
-30.16% Nov 2021 Sep 2022 (11) In progress (28) 20.43
-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
-20.93% Jan 1990 Sep 1990 (9) Feb 1991 (14) 10.33
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-17.90% Feb 2020 Mar 2020 (2) Jun 2020 (5) 8.65
-17.47% Jan 1982 Jul 1982 (7) Oct 1982 (10) 9.52
-15.44% Oct 2018 Dec 2018 (3) Jun 2019 (9) 7.83
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-12.56% Jun 1990 Sep 1990 (4) Jan 1991 (8) 7.07
-12.00% Jul 1983 Jul 1984 (13) Jan 1985 (19) 5.40
-11.51% Aug 1998 Aug 1998 (1) Oct 1998 (3) 6.32
-8.30% Feb 1994 Mar 1994 (2) May 1995 (16) 4.76

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.
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Year Return Drawdown Return Drawdown
2024
+3.21%
-0.80%
+16.14%
0.00%
2023
+17.92%
-10.44%
+9.16%
-6.59%
2022
-15.26%
-24.17%
-18.26%
-26.94%
2021
+18.02%
-3.75%
+13.37%
-4.41%
2020
+12.47%
-24.14%
+29.85%
-17.90%
2019
+25.35%
-6.47%
+27.26%
-2.20%
2018
-10.13%
-14.58%
-1.66%
-15.44%
2017
+23.37%
0.00%
+37.50%
0.00%
2016
+11.17%
-6.32%
+5.00%
-5.03%
2015
-3.25%
-11.66%
+8.93%
-7.78%
2014
+4.80%
-4.57%
+14.61%
-4.38%
2013
+25.26%
-2.77%
+34.58%
-2.81%
2012
+17.46%
-9.49%
+14.94%
-6.80%
2011
-5.87%
-21.44%
+5.93%
-14.50%
2010
+15.28%
-12.96%
+18.02%
-12.13%
2009
+33.82%
-19.82%
+17.45%
-19.56%
2008
-39.26%
-42.29%
-40.96%
-41.23%
2007
+8.88%
-6.67%
+17.64%
-2.82%
2006
+21.56%
-4.63%
+10.56%
-3.64%
2005
+12.96%
-5.00%
+19.14%
-1.25%
2004
+18.09%
-4.14%
+16.70%
-2.66%
2003
+38.64%
-5.78%
+25.99%
-4.14%
2002
-16.20%
-24.90%
-12.28%
-22.85%
2001
-10.62%
-23.72%
-17.35%
-26.75%
2000
-8.25%
-13.29%
-9.61%
-13.35%
1999
+29.44%
-3.30%
+40.42%
-1.57%
1998
+11.29%
-20.12%
+48.76%
-11.51%
1997
+15.46%
-6.42%
+36.86%
-4.89%
1996
+15.79%
-5.24%
+29.83%
-3.81%
1995
+21.40%
-2.18%
+42.32%
-0.02%
1994
-0.71%
-8.30%
-1.09%
-7.23%
1993
+31.23%
-4.22%
+13.22%
-2.14%
1992
+2.17%
-4.49%
+4.32%
-3.35%
1991
+38.61%
-5.51%
+36.90%
-4.00%
1990
-12.28%
-20.93%
+1.49%
-12.56%
1989
+33.54%
-3.73%
+42.76%
-1.57%
1988
+24.10%
-3.67%
+7.07%
-5.33%
1987
+2.12%
-25.46%
+2.34%
-30.55%
1986
+28.15%
-5.66%
+22.70%
-7.79%
1985
+38.11%
-3.15%
+32.38%
-3.74%
1984
+6.89%
-6.80%
-0.83%
-10.30%
1983
+23.93%
-2.67%
+16.95%
-3.61%
1982
+8.68%
-17.47%
+30.44%
-4.93%