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Static Portfolio
Betterment Moderate Portfolio
Betterment Moderate Portfolio (Static Portfolio)
live (public) 0.11% June 04
Buy and Hold (Quarterly Rebalance)
Equity P_47502 60%
InflationProtected TIP 20%
ShortTermTreasury SHY 20%
Simulated from 7/27/2007
Holdings (As of 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Equity | P_47502 (Betterment All Equity Portfolio) | 0.06% | 75.20% |
| InflationProtected | TIP (iShares TIPS Bond ETF) | 0.39% | 12.61% |
| ShortTermTreasury | SHY (iShares 1-3 Year Treasury Bond ETF) | 0.18% | 12.19% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 07/27/2007
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Betterment Moderate Portfolio | 3.6% | 9.1% | 8.1% | 9.0% | 6.5% | 7.3% |
| VFINX (Vanguard (S&P 500) Index) | 6.6% | 13.3% | 18.5% | 16.3% | 13.5% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.5% | 11.0% | 12.0% | 9.0% | 8.5% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 07/27/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 3.6 | 9.1 | 8.1 | 9.0 | 6.5 | 7.3 | 7.3 | 0.0 | 5.7 | 10.9 | 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 | 0.14 | 0.46 | 0.4 | 0.6 | 0.44 | NA | NA | NA | 0.38 | 0.85 | 1.22 | -0.89 | 1.62 | 0.45 | 2.28 | -0.96 | 2.37 | 1.06 | -0.21 | 0.69 | 1.74 | 1.39 | -0.03 | 0.93 | 1.09 | -0.99 | 0.19 |
| Draw Down(%) | NA | 12.0 | 12.0 | 12.6 | 19.5 | 24.1 | NA | NA | NA | 38.5 | 4.7 | 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 | 16.5 | 12.7 | 12.0 | 11.7 | 11.6 | NA | NA | NA | 12.7 | 8.6 | 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 | 0.04 | 0.1 | 0.08 | 0.11 | 0.08 | NA | NA | NA | 0.08 | 0.12 | 0.17 | -0.22 | 0.23 | 0.16 | 0.3 | -0.17 | 0.18 | 0.15 | -0.03 | 0.08 | 0.2 | 0.18 | -0.01 | 0.17 | 0.3 | -0.41 | 0.04 |
| Alpha | NA | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | -0.01 | -0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 |
| Beta | NA | 0.62 | 0.61 | 0.64 | 0.63 | 0.6 | NA | NA | NA | 0.6 | 0.6 | 0.68 | 0.63 | 0.65 | 0.58 | 0.59 | 0.54 | 0.6 | 0.64 | 0.55 | 0.53 | 0.65 | 0.64 | 0.61 | 0.65 | 0.65 | 0.57 | 0.59 |
| RSquared | NA | 0.95 | 0.91 | 0.9 | 0.9 | 0.91 | NA | NA | NA | 0.93 | 0.77 | 0.87 | 0.95 | 0.87 | 0.94 | 0.93 | 0.94 | 0.81 | 0.87 | 0.91 | 0.89 | 0.9 | 0.93 | 0.97 | 0.96 | 0.96 | 0.95 | 0.94 |
| Sortino Ratio | NA | 0.21 | 0.66 | 0.58 | 0.85 | 0.59 | NA | NA | NA | 0.52 | 1.18 | 1.84 | -1.23 | 2.34 | 0.58 | 3.31 | -1.21 | 3.65 | 1.48 | -0.28 | 0.95 | 2.5 | 2.13 | -0.04 | 1.33 | 1.57 | -1.32 | 0.26 |
| Yield(%) | N/A | 0.4 | 0.9 | 0.9 | 1.0 | 0.8 | 1.1 | 1.1 | 0.9 | 0.73 | 0.8 | 0.9 | 1.1 | 0.8 | 0.4 | 0.6 | 0.5 | 0.1 | 0.4 | 0.1 | 0.4 | 0.3 | 0.5 | 1.1 | 0.7 | 1.2 | 1.5 | 0.9 |
| Dividend Growth(%) | N/A | -45.3 | 13.1 | 53.8 | 220.5 | N/A | N/A | N/A | N/A | N/A | 2.1 | -28.4 | 58.9 | 129.4 | -32.1 | 26.9 | 915.8 | -83.9 | 188.1 | -69.6 | 64.1 | -37.1 | -53.3 | 61.9 | -29.3 | -37.6 | 77.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2007
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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