Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Betterment Moderate Portfolio | 3.64% | 9.14% | 8.09% | 9.03% | 6.47% | 7.30% | NA | 5.98% |
Data as of 06/04/2025, AR inception is 07/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Betterment Moderate Portfolio | 07/27/2007 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 9.14 | 8.09 | 9.03 | 6.47 | 7.30 | NA | 5.98 | 3.64 | 10.89 | 15.33 | -12.42 | 14.75 | 9.64 | 18.99 | -7.78 | 11.20 | 9.77 | -1.82 | 4.44 | 13.19 | 11.77 | -0.40 | 11.21 | 19.74 | -22.81 | 3.38 |
| Sharpe Ratio | NA | 0.46 | 0.40 | 0.60 | 0.44 | NA | NA | 0.38 | 0.14 | 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 |
| Standard Deviation(%) | NA | 12.67 | 11.99 | 11.73 | 11.63 | NA | NA | 12.68 | 16.53 | 8.56 | 9.59 | 15.54 | 9.09 | 20.95 | 7.67 | 9.53 | 4.45 | 9.04 | 9.00 | 6.44 | 7.54 | 8.43 | 14.51 | 11.94 | 18.05 | 24.12 | 12.13 |
| Draw Down(%) | NA | 12.01 | 12.55 | 19.45 | 24.11 | NA | NA | 38.51 | 11.97 | 4.75 | 8.87 | 19.33 | 4.47 | 24.11 | 4.13 | 14.25 | 1.47 | 6.15 | 8.86 | 5.17 | 6.27 | 6.83 | 13.32 | 9.22 | 19.02 | 34.18 | 4.60 |
| Yield(%) | NA | 0.95 | 0.99 | 0.79 | 0.54 | NA | NA | 0.73 | NA | 0.30 | 0.87 | 1.07 | 0.78 | 0.37 | 0.65 | 0.47 | 0.05 | 0.35 | 0.12 | 0.41 | 0.28 | 0.50 | 1.07 | 0.73 | 1.24 | 1.55 | 0.90 |
Data as of 06/04/2025, AR inception is 07/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Betterment Moderate Portfolio |
-2.17%
Aug 2007 - Aug 2010 |
1.59%
Oct 2007 - Oct 2012 |
4.42%
Oct 2007 - Oct 2017 |
3.99%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Betterment Moderate Portfolio |
17.67%
Feb 2009 - Feb 2012 |
14.29%
Feb 2009 - Feb 2014 |
9.20%
Feb 2009 - Feb 2019 |
8.63%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart