Stocks/Bonds 40/60 Momentum vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 40/60 Momentum Portfolio obtained a 8.06% compound annual return, with a 7.02% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.19% compound annual return, with a 9.28% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 40/60 Momentum Portfolio Betterment Robo Advisor 50 Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 49.9%
Fixed Income 60% 50.1%
Commodities 0% 0%
30 Years Stats Return +8.06% +7.19%
Std Dev 7.02% 9.28%
Max Drawdown -21.11% -30.72%
All time Stats
(Since Jan 1985)
Return +9.27% +9.17%
Std Dev 7.34% 9.51%
Max Drawdown -21.11% -30.72%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Stocks/Bonds 40/60 Momentum Portfolio +3.33 +11.07 +14.70 +5.25 +6.03 +8.06 +9.27
Betterment Robo Advisor 50 Portfolio +1.72 +6.53 +11.06 +4.75 +4.88 +7.19 +9.17
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since March 1994, now would be worth 10.24$, with a total return of 923.96% (8.06% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since March 1994, now would be worth 8.03$, with a total return of 702.60% (7.19% annualized).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since January 1985, now would be worth 32.23$, with a total return of 3122.88% (9.27% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since January 1985, now would be worth 31.10$, with a total return of 3009.72% (9.17% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Stocks/Bonds 40/60 Momentum Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-21.11% Nov 2021 Sep 2022 (11) In progress (28) 14.51
-20.54% Nov 2007 Feb 2009 (16) Apr 2010 (30) 9.31
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-8.48% Feb 2001 Sep 2002 (20) May 2003 (28) 4.78
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.10% Feb 2020 Mar 2020 (2) May 2020 (4) 3.36
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-5.89% Oct 2018 Dec 2018 (3) Mar 2019 (6) 3.46
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-4.79% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.40
-4.36% Apr 2012 May 2012 (2) Aug 2012 (5) 1.89
-4.28% Mar 1994 Jun 1994 (4) Apr 1995 (14) 2.86
-4.13% Aug 1998 Aug 1998 (1) Oct 1998 (3) 2.07
-3.98% Oct 1997 Oct 1997 (1) Feb 1998 (5) 2.46

Drawdown comparison chart since January 1985.

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Stocks/Bonds 40/60 Momentum Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-21.11% Nov 2021 Sep 2022 (11) In progress (28) 14.51
-20.54% Nov 2007 Feb 2009 (16) Apr 2010 (30) 9.31
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-14.26% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.63
-13.77% Sep 1987 Nov 1987 (3) Mar 1989 (19) 6.65
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-11.61% Aug 1990 Sep 1990 (2) Feb 1991 (7) 6.17
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-8.48% Feb 2001 Sep 2002 (20) May 2003 (28) 4.78
-7.55% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.01
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.31% Feb 1994 Jun 1994 (5) May 1995 (16) 5.36
-7.10% Feb 2020 Mar 2020 (2) May 2020 (4) 3.36
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-5.91% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.86
-5.89% Oct 2018 Dec 2018 (3) Mar 2019 (6) 3.46

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
+5.54%
0.00%
+1.00%
-0.71%
2023
+6.91%
-5.18%
+12.47%
-7.29%
2022
-15.17%
-19.48%
-14.79%
-20.25%
2021
+4.23%
-2.38%
+7.95%
-2.64%
2020
+16.57%
-7.10%
+9.50%
-13.31%
2019
+16.20%
-0.81%
+17.41%
-2.78%
2018
-0.73%
-5.89%
-5.36%
-7.45%
2017
+17.14%
0.00%
+14.19%
0.00%
2016
+3.51%
-3.61%
+8.00%
-2.25%
2015
+3.91%
-2.95%
-1.55%
-6.85%
2014
+9.34%
-1.49%
+5.47%
-2.43%
2013
+12.57%
-1.74%
+10.19%
-3.88%
2012
+7.87%
-2.05%
+13.19%
-4.36%
2011
+7.13%
-3.62%
+1.17%
-9.49%
2010
+10.93%
-3.48%
+11.61%
-5.51%
2009
+9.16%
-9.41%
+23.06%
-11.58%
2008
-12.27%
-15.80%
-19.44%
-24.47%
2007
+11.21%
-0.82%
+8.19%
-2.74%
2006
+6.78%
-1.50%
+13.22%
-2.76%
2005
+9.09%
-0.93%
+9.54%
-2.36%
2004
+9.22%
-2.12%
+12.75%
-3.66%
2003
+12.78%
-1.27%
+24.96%
-1.03%
2002
+0.04%
-5.36%
-2.56%
-10.86%
2001
-1.88%
-6.89%
+1.49%
-8.54%
2000
+2.99%
-3.33%
+1.53%
-4.79%
1999
+15.71%
-1.69%
+17.87%
-2.47%
1998
+24.65%
-4.13%
+8.83%
-12.79%
1997
+20.41%
-2.69%
+10.06%
-3.98%
1996
+14.08%
-1.52%
+13.19%
-1.81%
1995
+27.84%
0.00%
+20.93%
-0.56%
1994
-2.03%
-5.91%
-3.66%
-7.31%
1993
+11.10%
-0.87%
+24.85%
-2.42%
1992
+6.01%
-2.11%
+5.53%
-2.73%
1991
+23.91%
-1.79%
+30.42%
-3.25%
1990
+5.79%
-5.29%
-2.59%
-11.61%
1989
+25.29%
-1.01%
+24.37%
-1.05%
1988
+7.24%
-2.95%
+16.22%
-2.20%
1987
+1.86%
-13.77%
+0.64%
-14.26%
1986
+18.14%
-4.37%
+21.70%
-4.04%
1985
+26.30%
-0.74%
+30.70%
-1.22%