Developed World ex-US Stocks vs Betterment Robo Advisor 100 Portfolio Comparison

Last Update: 29 February 2024

The Developed World ex-US Stocks Portfolio obtained a 4.92% compound annual return, with a 16.50% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 100 Portfolio obtained a 8.20% compound annual return, with a 15.80% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US Stocks Portfolio Betterment Robo Advisor 100 Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +4.92% +8.20%
Std Dev 16.50% 15.80%
Max Drawdown -57.00% -54.55%
All time Stats
(Since Jan 1976)
Return +8.56% +11.16%
Std Dev 17.02% 15.62%
Max Drawdown -57.00% -54.55%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
Developed World ex-US Stocks Portfolio +2.74 +8.53 +13.89 +6.75 +4.64 +4.92 +8.56
Betterment Robo Advisor 100 Portfolio +4.05 +9.85 +17.00 +9.07 +7.91 +8.20 +11.16
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Developed World ex-US Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 4.23$, with a total return of 322.51% (4.92% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since March 1994, now would be worth 10.64$, with a total return of 963.72% (8.20% annualized).

Developed World ex-US Stocks Portfolio: an investment of 1$, since January 1976, now would be worth 52.33$, with a total return of 5132.71% (8.56% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1976, now would be worth 163.41$, with a total return of 16240.93% (11.16% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Developed World ex-US Stocks Portfolio
Betterment Robo Advisor 100 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-54.55% Nov 2007 Feb 2009 (16) Jan 2013 (63) 23.78
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-24.17% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.06
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-24.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.42
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-11.23% Aug 1997 Dec 1997 (5) Mar 1998 (8) 6.96
-7.28% Sep 1994 Jan 1995 (5) May 1995 (9) 4.25
-6.42% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.99
-5.79% May 1996 Jan 1997 (9) May 1997 (13) 3.32
-5.24% Jun 1996 Jul 1996 (2) Sep 1996 (4) 2.67
-5.23% Mar 1994 Mar 1994 (1) Aug 1994 (6) 2.70

Drawdown comparison chart since January 1976.

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Developed World ex-US Stocks Portfolio
Betterment Robo Advisor 100 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-54.55% Nov 2007 Feb 2009 (16) Jan 2013 (63) 23.78
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-37.03% Apr 2000 Sep 2002 (30) Oct 2004 (55) 18.95
-31.21% Jan 1990 Sep 1990 (9) Jan 1994 (49) 20.31
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-27.77% Dec 1980 Jul 1982 (20) Mar 1983 (28) 12.17
-25.46% Sep 1987 Nov 1987 (3) Jan 1989 (17) 12.72
-24.17% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.06
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-24.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.42
-23.14% Dec 1980 Jul 1982 (20) Nov 1982 (24) 10.76
-20.93% Jan 1990 Sep 1990 (9) Feb 1991 (14) 10.33
-20.12% May 1998 Aug 1998 (4) Mar 1999 (11) 8.44
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-14.58% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.53
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.71% Jun 2015 Feb 2016 (9) Sep 2016 (16) 6.99
-13.46% Sep 1987 Oct 1987 (2) Mar 1988 (7) 8.36
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48

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
+1.63%
-1.09%
+3.21%
-0.80%
2023
+17.94%
-10.71%
+17.92%
-10.44%
2022
-15.36%
-27.52%
-15.26%
-24.17%
2021
+11.67%
-4.89%
+18.02%
-3.75%
2020
+9.74%
-23.99%
+12.47%
-24.14%
2019
+22.62%
-5.21%
+25.35%
-6.47%
2018
-14.75%
-18.62%
-10.13%
-14.58%
2017
+26.42%
0.00%
+23.37%
0.00%
2016
+2.67%
-8.44%
+11.17%
-6.32%
2015
-0.38%
-12.39%
-3.25%
-11.66%
2014
-5.98%
-10.04%
+4.80%
-4.57%
2013
+21.83%
-5.66%
+25.26%
-2.77%
2012
+18.56%
-13.28%
+17.46%
-9.49%
2011
-12.30%
-23.95%
-5.87%
-21.44%
2010
+8.35%
-15.54%
+15.28%
-12.96%
2009
+27.49%
-22.68%
+33.82%
-19.82%
2008
-40.65%
-45.54%
-39.26%
-42.29%
2007
+11.15%
-6.29%
+8.88%
-6.67%
2006
+26.27%
-3.73%
+21.56%
-4.63%
2005
+13.60%
-4.72%
+12.96%
-5.00%
2004
+20.25%
-3.59%
+18.09%
-4.14%
2003
+38.67%
-8.24%
+38.64%
-5.78%
2002
-15.62%
-23.19%
-16.20%
-24.90%
2001
-21.94%
-26.63%
-10.62%
-23.72%
2000
-14.29%
-17.14%
-8.25%
-13.29%
1999
+37.96%
-4.28%
+29.44%
-3.30%
1998
+16.51%
-14.47%
+11.29%
-20.12%
1997
-1.39%
-11.23%
+15.46%
-6.42%
1996
+4.68%
-4.13%
+15.79%
-5.24%
1995
+3.98%
-8.89%
+21.40%
-2.18%
1994
+9.76%
-5.55%
-0.71%
-8.30%
1993
+29.92%
-10.94%
+31.23%
-4.22%
1992
-14.79%
-15.85%
+2.17%
-4.49%
1991
+9.48%
-9.97%
+38.61%
-5.51%
1990
-24.79%
-31.21%
-12.28%
-20.93%
1989
+12.85%
-7.94%
+33.54%
-3.73%
1988
+25.66%
-9.43%
+24.10%
-3.67%
1987
+30.48%
-13.46%
+2.12%
-25.46%
1986
+63.38%
-8.70%
+28.15%
-5.66%
1985
+56.04%
-1.19%
+38.11%
-3.15%
1984
+7.32%
-6.40%
+6.89%
-6.80%
1983
+23.61%
-3.06%
+23.93%
-2.67%
1982
-1.94%
-22.97%
+8.68%
-17.47%
1981
-2.36%
-10.87%
-3.48%
-12.17%
1980
+22.48%
-11.03%
+24.52%
-12.44%
1979
+4.69%
-8.91%
+19.37%
-7.99%
1978
+32.52%
-5.86%
+16.43%
-9.58%
1977
+17.99%
-2.80%
+5.87%
-3.49%
1976
+2.46%
-11.28%
+20.93%
-3.25%