Last Update: 31 March 2024
The Stocks/Bonds 40/60 Portfolio obtained a 7.18% compound annual return, with a 6.96% standard deviation, in the last 30 Years.
The Betterment Robo Advisor 50 Portfolio obtained a 7.42% compound annual return, with a 9.25% standard deviation, in the last 30 Years.
Summary
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| Stocks/Bonds 40/60 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 | +7.18% | +7.42% |
| Std Dev | 6.96% | 9.25% | |
| Max Drawdown | -19.17% | -30.72% | |
| All time Stats (Since Jan 1985) |
Return | +8.27% | +9.22% |
| Std Dev | 7.25% | 9.51% | |
| Max Drawdown | -19.17% | -30.72% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 Portfolio | +1.71 | +12.72 | +12.29 | +6.01 | +5.91 | +7.18 | +8.27 |
| Betterment Robo Advisor 50 Portfolio | +2.31 | +12.67 | +11.37 | +4.97 | +5.05 | +7.42 | +9.22 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 40/60 Portfolio: an investment of 1$, since April 1994,
now would be worth 8.00$, with a total return of 699.72%
(7.18% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since April 1994, now would be worth 8.56$, with a total return of 755.51% (7.42% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since April 1994, now would be worth 8.56$, with a total return of 755.51% (7.42% annualized).
Stocks/Bonds 40/60 Portfolio: an investment of 1$, since January 1985,
now would be worth 22.64$, with a total return of 2164.35%
(8.27% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since January 1985, now would be worth 31.82$, with a total return of 3081.59% (9.22% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1$, since January 1985, now would be worth 31.82$, with a total return of 3081.59% (9.22% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Stocks/Bonds 40/60 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 | |||||
| -20.25% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.76 | |||||
| -19.17% | Nov 2007 | Feb 2009 (16) | Nov 2009 (25) | 8.87 | |||||
| -18.63% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.80 | |||||
| -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 | |||||
| -8.59% | Sep 2000 | Sep 2002 (25) | May 2003 (33) | 4.25 | |||||
| -8.54% | Feb 2001 | Sep 2001 (8) | Mar 2002 (14) | 3.79 | |||||
| -8.09% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.88 | |||||
| -7.45% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.24 | |||||
| -7.06% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 3.86 | |||||
| -6.25% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 2.81 | |||||
| -5.51% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 3.01 | |||||
| -5.36% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.59 | |||||
| -4.79% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 2.40 | |||||
| -4.76% | Jun 2011 | Sep 2011 (4) | Dec 2011 (7) | 1.98 | |||||
| -4.36% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 1.89 | |||||
| -3.98% | Oct 1997 | Oct 1997 (1) | Feb 1998 (5) | 2.46 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Stocks/Bonds 40/60 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 | |||||
| -20.25% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.76 | |||||
| -19.17% | Nov 2007 | Feb 2009 (16) | Nov 2009 (25) | 8.87 | |||||
| -18.63% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.80 | |||||
| -14.26% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.63 | |||||
| -13.31% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 5.81 | |||||
| -13.08% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.07 | |||||
| -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 | |||||
| -8.59% | Sep 2000 | Sep 2002 (25) | May 2003 (33) | 4.25 | |||||
| -8.54% | Feb 2001 | Sep 2001 (8) | Mar 2002 (14) | 3.79 | |||||
| -8.09% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.88 | |||||
| -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 | |||||
| -7.06% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 3.86 | |||||
| -6.25% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 2.81 | |||||
| -5.98% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 3.72 | |||||
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 |
+3.41%
|
0.00% |
+3.33%
|
-0.71% |
| 2023 |
+13.66%
|
-6.58% |
+12.47%
|
-7.29% |
| 2022 |
-15.67%
|
-18.63% |
-14.79%
|
-20.25% |
| 2021 |
+9.15%
|
-2.56% |
+7.95%
|
-2.64% |
| 2020 |
+13.04%
|
-8.09% |
+9.50%
|
-13.31% |
| 2019 |
+17.57%
|
-1.77% |
+17.41%
|
-2.78% |
| 2018 |
-2.15%
|
-5.36% |
-5.36%
|
-7.45% |
| 2017 |
+10.63%
|
-0.00% |
+14.19%
|
0.00% |
| 2016 |
+6.64%
|
-1.57% |
+8.00%
|
-2.25% |
| 2015 |
+0.48%
|
-3.41% |
-1.55%
|
-6.85% |
| 2014 |
+8.51%
|
-1.20% |
+5.47%
|
-2.43% |
| 2013 |
+12.12%
|
-1.84% |
+10.19%
|
-3.88% |
| 2012 |
+8.47%
|
-2.11% |
+13.19%
|
-4.36% |
| 2011 |
+5.14%
|
-4.76% |
+1.17%
|
-9.49% |
| 2010 |
+10.69%
|
-3.96% |
+11.61%
|
-5.51% |
| 2009 |
+13.74%
|
-8.68% |
+23.06%
|
-11.58% |
| 2008 |
-10.67%
|
-14.39% |
-19.44%
|
-24.47% |
| 2007 |
+6.30%
|
-1.93% |
+8.19%
|
-2.74% |
| 2006 |
+8.84%
|
-1.40% |
+13.22%
|
-2.76% |
| 2005 |
+3.96%
|
-1.77% |
+9.54%
|
-2.36% |
| 2004 |
+7.66%
|
-2.46% |
+12.75%
|
-3.66% |
| 2003 |
+14.68%
|
-1.08% |
+24.96%
|
-1.03% |
| 2002 |
-3.23%
|
-6.97% |
-2.56%
|
-10.86% |
| 2001 |
+0.67%
|
-5.62% |
+1.49%
|
-8.54% |
| 2000 |
+2.61%
|
-4.51% |
+1.53%
|
-4.79% |
| 1999 |
+9.07%
|
-2.57% |
+17.87%
|
-2.47% |
| 1998 |
+14.45%
|
-6.25% |
+8.83%
|
-12.79% |
| 1997 |
+18.06%
|
-2.41% |
+10.06%
|
-3.98% |
| 1996 |
+10.53%
|
-2.15% |
+13.19%
|
-1.81% |
| 1995 |
+25.22%
|
0.00% |
+20.93%
|
-0.56% |
| 1994 |
-1.66%
|
-5.98% |
-3.66%
|
-7.31% |
| 1993 |
+10.06%
|
-1.23% |
+24.85%
|
-2.42% |
| 1992 |
+7.93%
|
-1.27% |
+5.53%
|
-2.73% |
| 1991 |
+22.10%
|
-1.98% |
+30.42%
|
-3.25% |
| 1990 |
+2.76%
|
-5.70% |
-2.59%
|
-11.61% |
| 1989 |
+19.43%
|
-1.12% |
+24.37%
|
-1.05% |
| 1988 |
+11.34%
|
-1.71% |
+16.22%
|
-2.20% |
| 1987 |
+1.97%
|
-13.08% |
+0.64%
|
-14.26% |
| 1986 |
+14.89%
|
-4.37% |
+21.70%
|
-4.04% |
| 1985 |
+25.86%
|
-1.17% |
+30.70%
|
-1.22% |
