Betterment Robo Advisor 100 vs US Stocks Value 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 Value Portfolio obtained a 9.96% compound annual return, with a 15.37% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio US Stocks Value 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% +9.96%
Std Dev 15.80% 15.37%
Max Drawdown -54.55% -55.41%
All time Stats
(Since Jan 1976)
Return +11.16% +11.66%
Std Dev 15.62% 15.23%
Max Drawdown -54.55% -55.41%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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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 +11.16
US Stocks Value Portfolio +2.83 +11.48 +20.53 +12.23 +10.17 +9.96 +11.66
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 Value Portfolio: an investment of 1$, since March 1994, now would be worth 17.24$, with a total return of 1624.28% (9.96% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1976, now would be worth 163.41$, with a total return of 16240.93% (11.16% annualized).

US Stocks Value Portfolio: an investment of 1$, since January 1976, now would be worth 202.97$, with a total return of 20196.54% (11.66% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Betterment Robo Advisor 100 Portfolio
US Stocks Value Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-55.41% Jun 2007 Feb 2009 (21) Jan 2013 (68) 25.46
-54.55% Nov 2007 Feb 2009 (16) Jan 2013 (63) 23.78
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-32.49% Sep 2000 Sep 2002 (25) Feb 2004 (42) 17.09
-26.06% Jan 2020 Mar 2020 (3) Dec 2020 (12) 13.06
-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
-17.60% Jul 1998 Aug 1998 (2) Dec 1998 (6) 8.56
-16.63% Jan 2022 Sep 2022 (9) Jan 2023 (13) 6.87
-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% Feb 2018 Dec 2018 (11) Apr 2019 (15) 5.22
-10.70% Jun 2015 Jan 2016 (8) Jun 2016 (13) 5.85
-9.27% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.98
-8.88% Jul 1999 Sep 1999 (3) Dec 1999 (6) 4.59
-7.76% May 2019 May 2019 (1) Jul 2019 (3) 3.88
-7.28% Sep 1994 Jan 1995 (5) May 1995 (9) 4.25
-6.42% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.99
-5.25% Aug 1997 Aug 1997 (1) Nov 1997 (4) 2.78

Drawdown comparison chart since January 1976.

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Betterment Robo Advisor 100 Portfolio
US Stocks Value Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-55.41% Jun 2007 Feb 2009 (21) Jan 2013 (68) 25.46
-54.55% Nov 2007 Feb 2009 (16) Jan 2013 (63) 23.78
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-32.49% Sep 2000 Sep 2002 (25) Feb 2004 (42) 17.09
-30.17% Sep 1987 Nov 1987 (3) Apr 1989 (20) 15.87
-26.06% Jan 2020 Mar 2020 (3) Dec 2020 (12) 13.06
-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
-23.14% Dec 1980 Jul 1982 (20) Nov 1982 (24) 10.76
-20.93% Jan 1990 Sep 1990 (9) Feb 1991 (14) 10.33
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-17.60% Jul 1998 Aug 1998 (2) Dec 1998 (6) 8.56
-16.63% Jan 2022 Sep 2022 (9) Jan 2023 (13) 6.87
-16.02% Jun 1990 Oct 1990 (5) Feb 1991 (9) 9.06
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-13.50% Jan 1977 Feb 1978 (14) Jul 1978 (19) 7.20
-12.56% Feb 2018 Dec 2018 (11) Apr 2019 (15) 5.22
-12.44% Feb 1980 Mar 1980 (2) Jul 1980 (6) 5.77

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%
+2.94%
0.00%
2023
+17.92%
-10.44%
+21.75%
-9.27%
2022
-15.26%
-24.17%
-5.39%
-16.63%
2021
+18.02%
-3.75%
+25.21%
-3.32%
2020
+12.47%
-24.14%
+1.55%
-26.06%
2019
+25.35%
-6.47%
+31.48%
-7.76%
2018
-10.13%
-14.58%
-9.18%
-12.56%
2017
+23.37%
0.00%
+15.08%
-1.63%
2016
+11.17%
-6.32%
+18.48%
-5.38%
2015
-3.25%
-11.66%
-4.32%
-10.50%
2014
+4.80%
-4.57%
+12.75%
-3.59%
2013
+25.26%
-2.77%
+32.19%
-3.90%
2012
+17.46%
-9.49%
+17.36%
-6.74%
2011
-5.87%
-21.44%
-0.29%
-19.14%
2010
+15.28%
-12.96%
+15.81%
-13.77%
2009
+33.82%
-19.82%
+19.61%
-23.38%
2008
-39.26%
-42.29%
-36.01%
-37.37%
2007
+8.88%
-6.67%
-1.38%
-9.05%
2006
+21.56%
-4.63%
+21.90%
-2.74%
2005
+12.96%
-5.00%
+6.59%
-3.67%
2004
+18.09%
-4.14%
+16.71%
-3.14%
2003
+38.64%
-5.78%
+31.72%
-5.06%
2002
-16.20%
-24.90%
-16.07%
-25.33%
2001
-10.62%
-23.72%
-4.82%
-13.49%
2000
-8.25%
-13.29%
+3.67%
-8.97%
1999
+29.44%
-3.30%
+8.54%
-8.88%
1998
+11.29%
-20.12%
+17.96%
-17.60%
1997
+15.46%
-6.42%
+32.64%
-5.25%
1996
+15.79%
-5.24%
+23.15%
-4.43%
1995
+21.40%
-2.18%
+39.35%
-0.21%
1994
-0.71%
-8.30%
+0.35%
-6.99%
1993
+31.23%
-4.22%
+10.42%
-2.38%
1992
+2.17%
-4.49%
+8.69%
-2.26%
1991
+38.61%
-5.51%
+29.07%
-4.66%
1990
-12.28%
-20.93%
-6.16%
-16.02%
1989
+33.54%
-3.73%
+28.73%
-3.12%
1988
+24.10%
-3.67%
+19.63%
-3.20%
1987
+2.12%
-25.46%
+3.51%
-30.17%
1986
+28.15%
-5.66%
+17.17%
-8.41%
1985
+38.11%
-3.15%
+32.40%
-3.74%
1984
+6.89%
-6.80%
+8.57%
-5.86%
1983
+23.93%
-2.67%
+24.55%
-2.99%
1982
+8.68%
-17.47%
+21.31%
-9.40%
1981
-3.48%
-12.17%
+3.13%
-8.38%
1980
+24.52%
-12.44%
+28.37%
-10.15%
1979
+19.37%
-7.99%
+16.21%
-6.74%
1978
+16.43%
-9.58%
+5.15%
-9.56%
1977
+5.87%
-3.49%
-6.25%
-10.08%
1976
+20.93%
-3.25%
+31.05%
-1.56%