Last Update: 30 April 2024
The Betterment Robo Advisor 80 Portfolio obtained a 7.97% compound annual return, with a 13.04% standard deviation, in the last 30 Years.
The Paul Farrell Second Grader's Starter Portfolio obtained a 8.32% compound annual return, with a 13.87% standard deviation, in the last 30 Years.
Summary
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| Betterment Robo Advisor 80 Portfolio | Paul Farrell Second Grader's Starter Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 90% |
| Fixed Income | 20% | 10% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.97% | +8.32% |
| Std Dev | 13.04% | 13.87% | |
| Max Drawdown | -45.47% | -48.52% | |
| All time Stats (Since Jan 1985) |
Return | +10.10% | +9.93% |
| Std Dev | 13.18% | 13.73% | |
| Max Drawdown | -45.47% | -48.52% | |
| Last Update: 30 April 2024 | |||
Historical Returns as of Apr 30, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Betterment Robo Advisor 80 Portfolio | -3.24 | +15.51 | +11.16 | +6.49 | +6.55 | +7.97 | +10.10 |
| Paul Farrell Second Grader's Starter Portfolio | -3.62 | +17.78 | +15.57 | +9.00 | +8.49 | +8.32 | +9.93 |
| Return over 1 year are annualized. |
Capital Growth as of Apr 30, 2024
Betterment Robo Advisor 80 Portfolio: an investment of 1$, since May 1994,
now would be worth 9.98$, with a total return of 898.36%
(7.97% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since May 1994, now would be worth 10.98$, with a total return of 998.42% (8.32% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since May 1994, now would be worth 10.98$, with a total return of 998.42% (8.32% annualized).
Betterment Robo Advisor 80 Portfolio: an investment of 1$, since January 1985,
now would be worth 44.00$, with a total return of 4300.01%
(10.10% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1985, now would be worth 41.36$, with a total return of 4036.40% (9.93% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1985, now would be worth 41.36$, with a total return of 4036.40% (9.93% annualized).
Drawdowns
Drawdown comparison chart since May 1994.
Swipe left to see all data
|
Betterment Robo Advisor 80 Portfolio
|
Paul Farrell Second Grader's Starter Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -45.47% | Nov 2007 | Feb 2009 (16) | Mar 2011 (41) | 21.08 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -26.34% | Apr 2000 | Sep 2002 (30) | Dec 2003 (45) | 13.25 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -22.63% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.89 | |||||
| -19.91% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 9.39 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -17.08% | May 1998 | Aug 1998 (4) | Jan 1999 (9) | 7.57 | |||||
| -16.93% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.76 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -11.94% | Feb 2018 | Dec 2018 (11) | Jun 2019 (17) | 4.86 | |||||
| -10.90% | May 2015 | Feb 2016 (10) | Jul 2016 (15) | 5.79 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -5.93% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.68 | |||||
| -5.44% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.14 | |||||
| -5.30% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 3.30 | |||||
| -5.17% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 3.49 | |||||
| -4.84% | Aug 1997 | Aug 1997 (1) | Sep 1997 (2) | 2.80 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Betterment Robo Advisor 80 Portfolio
|
Paul Farrell Second Grader's Starter Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -45.47% | Nov 2007 | Feb 2009 (16) | Mar 2011 (41) | 21.08 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -26.34% | Apr 2000 | Sep 2002 (30) | Dec 2003 (45) | 13.25 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -22.63% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.89 | |||||
| -21.75% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.60 | |||||
| -21.31% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.15 | |||||
| -19.91% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 9.39 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -17.08% | May 1998 | Aug 1998 (4) | Jan 1999 (9) | 7.57 | |||||
| -16.95% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.77 | |||||
| -16.93% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.76 | |||||
| -16.71% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.02 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -11.94% | Feb 2018 | Dec 2018 (11) | Jun 2019 (17) | 4.86 | |||||
| -10.90% | May 2015 | Feb 2016 (10) | Jul 2016 (15) | 5.79 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -7.81% | Feb 1994 | Mar 1994 (2) | May 1995 (16) | 4.94 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+1.80%
|
-3.24% |
+3.24%
|
-3.62% |
| 2023 |
+15.58%
|
-9.35% |
+20.93%
|
-9.14% |
| 2022 |
-15.27%
|
-22.63% |
-17.70%
|
-24.21% |
| 2021 |
+13.94%
|
-3.34% |
+17.70%
|
-3.84% |
| 2020 |
+11.77%
|
-19.91% |
+16.72%
|
-19.32% |
| 2019 |
+22.23%
|
-5.07% |
+25.83%
|
-5.44% |
| 2018 |
-8.43%
|
-11.94% |
-7.40%
|
-11.99% |
| 2017 |
+20.00%
|
0.00% |
+21.30%
|
0.00% |
| 2016 |
+10.10%
|
-4.56% |
+9.42%
|
-5.60% |
| 2015 |
-2.47%
|
-9.73% |
-1.16%
|
-9.62% |
| 2014 |
+5.04%
|
-3.48% |
+6.75%
|
-3.49% |
| 2013 |
+19.28%
|
-2.76% |
+24.11%
|
-2.56% |
| 2012 |
+15.60%
|
-7.58% |
+15.86%
|
-7.88% |
| 2011 |
-3.14%
|
-16.93% |
-2.83%
|
-17.88% |
| 2010 |
+13.80%
|
-10.01% |
+14.62%
|
-11.38% |
| 2009 |
+29.62%
|
-16.47% |
+28.98%
|
-17.20% |
| 2008 |
-31.22%
|
-35.02% |
-34.54%
|
-37.04% |
| 2007 |
+8.95%
|
-5.10% |
+8.57%
|
-5.03% |
| 2006 |
+18.35%
|
-3.82% |
+17.83%
|
-3.36% |
| 2005 |
+11.65%
|
-3.88% |
+8.70%
|
-3.82% |
| 2004 |
+16.21%
|
-3.63% |
+14.35%
|
-3.09% |
| 2003 |
+32.69%
|
-3.90% |
+30.95%
|
-4.37% |
| 2002 |
-10.81%
|
-19.32% |
-15.98%
|
-22.25% |
| 2001 |
-5.95%
|
-17.73% |
-11.78%
|
-21.62% |
| 2000 |
-4.45%
|
-9.52% |
-9.89%
|
-14.07% |
| 1999 |
+24.78%
|
-2.47% |
+23.19%
|
-3.08% |
| 1998 |
+10.36%
|
-17.08% |
+19.50%
|
-14.32% |
| 1997 |
+13.10%
|
-5.30% |
+19.31%
|
-4.84% |
| 1996 |
+14.48%
|
-3.74% |
+14.34%
|
-4.50% |
| 1995 |
+21.01%
|
-1.54% |
+24.48%
|
-1.28% |
| 1994 |
-1.85%
|
-7.81% |
+2.56%
|
-5.09% |
| 1993 |
+28.78%
|
-3.55% |
+16.32%
|
-4.22% |
| 1992 |
+3.38%
|
-3.45% |
+1.74%
|
-4.65% |
| 1991 |
+35.36%
|
-4.65% |
+23.80%
|
-4.67% |
| 1990 |
-8.39%
|
-16.71% |
-10.22%
|
-16.95% |
| 1989 |
+29.99%
|
-2.71% |
+22.09%
|
-2.57% |
| 1988 |
+21.00%
|
-3.11% |
+18.82%
|
-3.47% |
| 1987 |
+1.55%
|
-21.31% |
+10.87%
|
-21.75% |
| 1986 |
+25.69%
|
-5.02% |
+29.27%
|
-5.18% |
| 1985 |
+35.20%
|
-2.37% |
+36.18%
|
-2.85% |
