Betterment Robo Advisor 20 vs High Yield Bonds Income Portfolio Comparison

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 High Yield Bonds Income Portfolio obtained a 6.57% compound annual return, with a 8.71% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 20 Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 19.9% 0%
Fixed Income 80.1% 100%
Commodities 0% 0%
30 Years Stats Return +5.10% +6.57%
Std Dev 4.14% 8.71%
Max Drawdown -12.16% -23.97%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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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
High Yield Bonds Income Portfolio -1.64 +0.76 -2.90 +1.25 +2.57 +6.57 +7.68
(*) Returns over 1 year are annualized

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).

High Yield Bonds Income Portfolio: an investment of 1000$, since June 1993, now would be worth 6737.65$, with a total return of 573.76% (6.57% 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).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1985, now would be worth 17163.39$, with a total return of 1616.34% (7.68% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Betterment Robo Advisor 20 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-21.84% Sep 2021 Sep 2022
-12.16% Sep 2021 Sep 2022
-11.99% Feb 2020 Mar 2020
-9.97% May 2008 Feb 2009
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.47% Feb 1994 Jun 1994
-4.40% Aug 2011 Sep 2011
-4.38% Feb 2020 Mar 2020
-4.07% May 1998 Aug 1998
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007
-3.60% May 1999 Aug 1999

Drawdown comparison chart since January 1985.

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Betterment Robo Advisor 20 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-21.84% Sep 2021 Sep 2022
-12.16% Sep 2021 Sep 2022
-11.99% Feb 2020 Mar 2020
-9.97% May 2008 Feb 2009
-8.48% Aug 1998 Aug 1998
-7.89% Aug 1990 Sep 1990
-7.79% Mar 2015 Jan 2016
-7.63% Mar 1987 Oct 1987
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-4.85% Sep 1987 Nov 1987
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.47% Feb 1994 Jun 1994
-4.40% Aug 2011 Sep 2011
-4.38% Feb 2020 Mar 2020
-4.18% Aug 1990 Sep 1990
-4.07% May 1998 Aug 1998

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Betterment Robo Advisor 20 Portfolio High Yield Bonds Income Portfolio
2023
 +2.30% +2.63%
2022
 -9.10% -16.88%
2021
 +2.61% +0.88%
2020
 +6.01% +7.08%
2019
 +9.57% +16.98%
2018
 -1.42% -4.53%
2017
 +6.24% +8.78%
2016
 +4.01% +12.01%
2015
 -0.31% -3.94%
2014
 +2.92% +6.28%
2013
 +3.86% -0.40%
2012
 +6.18% +12.61%
2011
 +1.94% +9.07%
2010
 +6.55% +11.52%
2009
 +10.31% +23.52%
2008
 -4.00% -10.54%
2007
 +7.51% +3.36%
2006
 +7.81% +7.28%
2005
 +5.11% +5.61%
2004
 +6.10% +9.55%
2003
 +12.15% +18.30%
2002
 +3.70% +7.38%
2001
 +5.73% +10.89%
2000
 +6.02% +6.15%
1999
 +8.74% +6.34%
1998
 +7.78% +2.17%
1997
 +7.86% +13.61%
1996
 +8.41% +14.28%
1995
 +16.25% +22.64%
1994
 -2.09% -4.27%
1993
 +14.56% +18.58%
1992
 +6.45% +12.00%
1991
 +19.85% +25.88%
1990
 +4.63% -0.59%
1989
 +16.78% +8.29%
1988
 +10.19% +11.12%
1987
 +2.79% +0.07%
1986
 +15.37% +15.01%
1985
 +21.34% +21.64%