Last Update: 31 May 2023
The Betterment Robo Advisor 20 Portfolio obtained a 5.10% compound annual return, with a 4.14% standard deviation, in the last 30 Years.
The DFA Dimensional Retirement Income Fund Portfolio obtained a 5.48% compound annual return, with a 4.78% standard deviation, in the last 30 Years.
Summary
Betterment Robo Advisor 20 Portfolio | DFA Dimensional Retirement Income Fund Portfolio | ||
---|---|---|---|
Risk | Low | Low | |
Asset Allocation | Stocks | 19.9% | 20.4% |
Fixed Income | 80.1% | 79.6% | |
Commodities | 0% | 0% | |
30 Years Stats | Return | +5.10% | +5.48% |
Std Dev | 4.14% | 4.78% | |
Max Drawdown | -12.16% | -12.91% |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1985
1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
---|---|---|---|---|---|---|---|
Betterment Robo Advisor 20 Portfolio | -0.90 | +1.16 | -0.95 | +1.88 | +2.42 | +5.10 | +6.61 |
DFA Dimensional Retirement Income Fund Portfolio | -0.91 | +1.89 | -1.04 | +3.32 | +3.06 | +5.48 | +6.97 |
Capital Growth as of May 31, 2023
Betterment Robo Advisor 20 Portfolio: an investment of 1000$, since June 1993, now would be worth 4441.85$, with a total return of 344.18% (5.10% annualized).
DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since June 1993, now would be worth 4953.39$, with a total return of 395.34% (5.48% annualized).
Betterment Robo Advisor 20 Portfolio: an investment of 1000$, since January 1985, now would be worth 11690.55$, with a total return of 1069.05% (6.61% annualized).
DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 13290.86$, with a total return of 1229.09% (6.97% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Betterment Robo Advisor 20 Portfolio |
DFA Dimensional Retirement Income Fund Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-12.91% | Jun 2008 | Feb 2009 | |||
-12.16% | Jan 2022 | Sep 2022 | |||
-12.16% | Sep 2021 | Sep 2022 | |||
-9.97% | May 2008 | Feb 2009 | |||
-6.09% | Feb 1994 | Jun 1994 | |||
-4.64% | Feb 2020 | Mar 2020 | |||
-4.47% | Feb 1994 | Jun 1994 | |||
-4.38% | Feb 2020 | Mar 2020 | |||
-4.34% | May 2013 | Jun 2013 | |||
-4.07% | May 1998 | Aug 1998 | |||
-3.41% | May 2015 | Sep 2015 | |||
-3.26% | Jun 2011 | Sep 2011 | |||
-3.15% | Sep 2018 | Dec 2018 | |||
-3.06% | Apr 2004 | Apr 2004 | |||
-2.88% | Aug 2011 | Sep 2011 | |||
-2.69% | May 2015 | Sep 2015 | |||
-2.38% | Jun 2002 | Jul 2002 | |||
-2.28% | Apr 2004 | Apr 2004 | |||
-2.19% | May 2013 | Jun 2013 | |||
-2.14% | Feb 2018 | Oct 2018 |
Drawdown comparison chart since January 1985.
Betterment Robo Advisor 20 Portfolio |
DFA Dimensional Retirement Income Fund Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-12.91% | Jun 2008 | Feb 2009 | |||
-12.16% | Jan 2022 | Sep 2022 | |||
-12.16% | Sep 2021 | Sep 2022 | |||
-9.97% | May 2008 | Feb 2009 | |||
-6.09% | Feb 1994 | Jun 1994 | |||
-4.85% | Sep 1987 | Nov 1987 | |||
-4.85% | Sep 1987 | Nov 1987 | |||
-4.64% | Feb 2020 | Mar 2020 | |||
-4.47% | Feb 1994 | Jun 1994 | |||
-4.38% | Feb 2020 | Mar 2020 | |||
-4.34% | May 2013 | Jun 2013 | |||
-4.18% | Aug 1990 | Sep 1990 | |||
-4.07% | May 1998 | Aug 1998 | |||
-3.95% | Aug 1990 | Sep 1990 | |||
-3.41% | May 2015 | Sep 2015 | |||
-3.37% | Jan 1990 | Apr 1990 | |||
-3.26% | Jun 2011 | Sep 2011 | |||
-3.15% | Sep 2018 | Dec 2018 | |||
-3.06% | Apr 2004 | Apr 2004 | |||
-2.88% | Aug 2011 | Sep 2011 |
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
Year | Betterment Robo Advisor 20 Portfolio | DFA Dimensional Retirement Income Fund Portfolio |
---|---|---|
2023 |
+2.30% | +3.18% |
2022 |
-9.10% | -9.39% |
2021 |
+2.61% | +7.04% |
2020 |
+6.01% | +8.69% |
2019 |
+9.57% | +10.30% |
2018 |
-1.42% | -1.96% |
2017 |
+6.24% | +6.78% |
2016 |
+4.01% | +4.66% |
2015 |
-0.31% | -0.87% |
2014 |
+2.92% | +2.89% |
2013 |
+3.86% | +1.29% |
2012 |
+6.18% | +7.36% |
2011 |
+1.94% | +6.06% |
2010 |
+6.55% | +6.92% |
2009 |
+10.31% | +12.97% |
2008 |
-4.00% | -7.45% |
2007 |
+7.51% | +9.18% |
2006 |
+7.81% | +5.72% |
2005 |
+5.11% | +4.07% |
2004 |
+6.10% | +7.31% |
2003 |
+12.15% | +11.38% |
2002 |
+3.70% | +5.44% |
2001 |
+5.73% | +2.76% |
2000 |
+6.02% | +7.94% |
1999 |
+8.74% | +4.99% |
1998 |
+7.78% | +10.20% |
1997 |
+7.86% | +11.97% |
1996 |
+8.41% | +5.90% |
1995 |
+16.25% | +18.82% |
1994 |
-2.09% | -2.17% |
1993 |
+14.56% | +13.67% |
1992 |
+6.45% | +5.89% |
1991 |
+19.85% | +18.32% |
1990 |
+4.63% | +4.76% |
1989 |
+16.78% | +16.98% |
1988 |
+10.19% | +9.77% |
1987 |
+2.79% | +3.26% |
1986 |
+15.37% | +17.53% |
1985 |
+21.34% | +23.48% |