Betterment Robo Advisor 100 vs US Stocks 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 Portfolio obtained a 10.22% compound annual return, with a 15.55% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio US Stocks 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% +10.22%
Std Dev 15.80% 15.55%
Max Drawdown -54.55% -50.84%
All time Stats
(Since Jan 1976)
Return +11.16% +11.70%
Std Dev 15.62% 15.44%
Max Drawdown -54.55% -50.84%
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 Portfolio +5.30 +13.69 +28.61 +13.82 +11.96 +10.22 +11.70
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 Portfolio: an investment of 1$, since March 1994, now would be worth 18.52$, with a total return of 1752.12% (10.22% 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 Portfolio: an investment of 1$, since January 1976, now would be worth 206.28$, with a total return of 20528.33% (11.70% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Betterment Robo Advisor 100 Portfolio
US Stocks 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
-50.84% Nov 2007 Feb 2009 (16) Mar 2012 (53) 23.06
-43.94% Sep 2000 Sep 2002 (25) Mar 2006 (67) 23.71
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-24.81% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.14
-24.17% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.06
-24.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.42
-20.84% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.03
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-17.57% Jul 1998 Aug 1998 (2) Nov 1998 (5) 9.03
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-14.20% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.63
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-8.84% Jun 2015 Sep 2015 (4) May 2016 (12) 4.72
-8.44% Apr 2000 May 2000 (2) Aug 2000 (5) 5.11
-7.28% Sep 1994 Jan 1995 (5) May 1995 (9) 4.25
-6.82% Apr 2012 May 2012 (2) Aug 2012 (5) 3.19
-6.45% May 2019 May 2019 (1) Jun 2019 (2) 3.72
-6.42% Jul 1999 Sep 1999 (3) Nov 1999 (5) 3.38
-6.42% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.99

Drawdown comparison chart since January 1976.

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Betterment Robo Advisor 100 Portfolio
US Stocks 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
-50.84% Nov 2007 Feb 2009 (16) Mar 2012 (53) 23.06
-43.94% Sep 2000 Sep 2002 (25) Mar 2006 (67) 23.71
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-29.34% Sep 1987 Nov 1987 (3) May 1989 (21) 14.96
-25.46% Sep 1987 Nov 1987 (3) Jan 1989 (17) 12.72
-24.81% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.14
-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
-20.84% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.03
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-17.85% Dec 1980 Jul 1982 (20) Oct 1982 (23) 9.42
-17.57% Jul 1998 Aug 1998 (2) Nov 1998 (5) 9.03
-16.20% Jun 1990 Oct 1990 (5) Feb 1991 (9) 8.96
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-14.20% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.63
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-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%
+6.47%
0.00%
2023
+17.92%
-10.44%
+26.05%
-9.10%
2022
-15.26%
-24.17%
-19.51%
-24.81%
2021
+18.02%
-3.75%
+25.67%
-4.46%
2020
+12.47%
-24.14%
+21.03%
-20.84%
2019
+25.35%
-6.47%
+30.67%
-6.45%
2018
-10.13%
-14.58%
-5.21%
-14.20%
2017
+23.37%
0.00%
+21.21%
0.00%
2016
+11.17%
-6.32%
+12.83%
-5.73%
2015
-3.25%
-11.66%
+0.36%
-8.84%
2014
+4.80%
-4.57%
+12.54%
-3.17%
2013
+25.26%
-2.77%
+33.45%
-3.03%
2012
+17.46%
-9.49%
+16.45%
-6.82%
2011
-5.87%
-21.44%
+0.97%
-17.58%
2010
+15.28%
-12.96%
+17.42%
-13.26%
2009
+33.82%
-19.82%
+28.89%
-17.72%
2008
-39.26%
-42.29%
-36.98%
-38.08%
2007
+8.88%
-6.67%
+5.37%
-5.23%
2006
+21.56%
-4.63%
+15.69%
-3.22%
2005
+12.96%
-5.00%
+6.31%
-4.48%
2004
+18.09%
-4.14%
+12.79%
-3.56%
2003
+38.64%
-5.78%
+30.75%
-4.27%
2002
-16.20%
-24.90%
-20.47%
-27.18%
2001
-10.62%
-23.72%
-10.97%
-23.65%
2000
-8.25%
-13.29%
-10.57%
-15.87%
1999
+29.44%
-3.30%
+23.81%
-6.42%
1998
+11.29%
-20.12%
+23.26%
-17.57%
1997
+15.46%
-6.42%
+30.99%
-4.56%
1996
+15.79%
-5.24%
+20.96%
-6.17%
1995
+21.40%
-2.18%
+35.79%
-1.17%
1994
-0.71%
-8.30%
-0.17%
-7.43%
1993
+31.23%
-4.22%
+10.62%
-2.77%
1992
+2.17%
-4.49%
+9.11%
-2.40%
1991
+38.61%
-5.51%
+32.39%
-4.47%
1990
-12.28%
-20.93%
-6.08%
-16.20%
1989
+33.54%
-3.73%
+28.12%
-3.05%
1988
+24.10%
-3.67%
+17.32%
-3.42%
1987
+2.12%
-25.46%
+2.61%
-29.34%
1986
+28.15%
-5.66%
+14.57%
-7.92%
1985
+38.11%
-3.15%
+31.27%
-4.77%
1984
+6.89%
-6.80%
+2.19%
-9.02%
1983
+23.93%
-2.67%
+22.66%
-4.00%
1982
+8.68%
-17.47%
+20.50%
-11.21%
1981
-3.48%
-12.17%
-4.15%
-12.79%
1980
+24.52%
-12.44%
+33.15%
-11.98%
1979
+19.37%
-7.99%
+24.25%
-7.22%
1978
+16.43%
-9.58%
+8.45%
-11.64%
1977
+5.87%
-3.49%
-3.36%
-8.29%
1976
+20.93%
-3.25%
+26.47%
-2.10%