Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Static Portfolio
Betterment Moderate Portfolio
Betterment Moderate Portfolio (Static Portfolio)
live (public) 1.16% April 30
Buy and Hold (Quarterly Rebalance)
Equity P_47502 60%
InflationProtected TIP 20%
ShortTermTreasury SHY 20%
Simulated from 7/27/2007
Holdings (As of 04/30/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Equity | P_47502 (Betterment All Equity Portfolio) | 1.46% | 73.80% |
InflationProtected | TIP (iShares TIPS Bond ETF) | 0.48% | 13.30% |
ShortTermTreasury | SHY (iShares 1-3 Year Treasury Bond ETF) | 0.12% | 12.90% |
* Day change on 04/30/2024.
Performance (As of 04/30/2024)
Since 07/27/2007
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Betterment Moderate Portfolio | 2.3% | 12.4% | 3.0% | 6.8% | 5.8% | 7.7% |
VFINX (Vanguard (S&P 500) Index) | 5.6% | 22.1% | 7.5% | 13.0% | 12.3% | 14.4% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/27/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | 2.3 | 12.4 | 3.0 | 6.8 | 5.8 | 7.7 | 5.3 | 15.3 | -12.4 | 14.8 | 9.6 | 19.0 | -7.8 | 11.2 | 9.8 | -1.8 | 4.4 | 13.2 | 11.8 | -0.4 | 11.2 | 19.7 | -22.8 | 3.4 |
Sharpe Ratio | NA | 0.13 | 0.97 | 0.06 | 0.38 | 0.42 | NA | 0.36 | 1.16 | -0.89 | 1.62 | 0.45 | 2.29 | -0.95 | 2.38 | 1.06 | -0.21 | 0.69 | 1.74 | 1.39 | -0.03 | 0.93 | 1.09 | -0.98 | 0.19 |
Draw Down(%) | NA | 4.0 | 8.9 | 19.5 | 24.1 | 24.1 | NA | 38.5 | 8.9 | 19.3 | 4.5 | 24.1 | 4.1 | 14.3 | 1.5 | 6.2 | 8.9 | 5.2 | 6.3 | 6.8 | 13.3 | 9.2 | 19.0 | 34.2 | 4.6 |
Standard Deviation(%) | NA | 8.2 | 8.8 | 11.6 | 13.6 | 11.1 | NA | 12.7 | 9.6 | 15.5 | 9.1 | 21.0 | 7.7 | 9.5 | 4.5 | 9.0 | 9.0 | 6.4 | 7.5 | 8.4 | 14.5 | 11.9 | 18.1 | 24.1 | 12.1 |
Treynor Ratio | NA | 0.02 | 0.13 | 0.01 | 0.09 | 0.1 | NA | 0.26 | 0.16 | -0.22 | 0.23 | 0.16 | 0.3 | -1.03 | -1.67 | 6.18 | 0.42 | 2.48 | -5.28 | 34.93 | 0.06 | -3.78 | -3.12 | 4.35 | -0.19 |
Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.03 | 0.04 | 0.04 | -0.01 | 0.02 | 0.05 | 0.05 | 0.0 | 0.05 | 0.08 | -0.1 | 0.02 |
Beta | NA | 0.6 | 0.68 | 0.64 | 0.61 | 0.45 | NA | 0.18 | 0.68 | 0.63 | 0.65 | 0.58 | 0.59 | 0.09 | -0.06 | 0.02 | -0.04 | 0.02 | -0.02 | 0.0 | -0.08 | -0.03 | -0.06 | -0.05 | -0.12 |
RSquared | NA | 0.74 | 0.81 | 0.91 | 0.92 | 0.53 | NA | 0.08 | 0.87 | 0.95 | 0.87 | 0.94 | 0.93 | 0.03 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.04 |
Sortino Ratio | NA | 0.18 | 1.44 | 0.08 | 0.52 | 0.57 | NA | 0.49 | 1.74 | -1.22 | 2.34 | 0.58 | 3.33 | -1.2 | 3.66 | 1.49 | -0.28 | 0.95 | 2.5 | 2.13 | -0.04 | 1.33 | 1.57 | -1.32 | 0.27 |
Yield(%) | N/A | 0.17 | 0.92 | 0.95 | 0.75 | 0.53 | N/A | 0.72 | 0.87 | 1.07 | 0.78 | 0.37 | 0.65 | 0.47 | 0.05 | 0.35 | 0.12 | 0.41 | 0.28 | 0.5 | 1.07 | 0.73 | 1.24 | 1.55 | 0.9 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2007
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |