Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Betterment Investment Plan Strategic Asset Allocation - Optimal Moderate | NA | 19.40% | 3.17% | 6.98% | 5.71% | 6.77% | 5.98% | 6.26% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Betterment Investment Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 19.40 | 3.17 | 6.98 | 5.71 | 6.77 | 5.98 | 6.26 | NA | 8.94 | 12.81 | -11.19 | 10.99 | 10.97 | 17.45 | -7.76 | 11.41 | 10.05 | -2.09 | 3.94 | 12.17 | 13.03 | -1.66 | 11.87 | 24.41 | -23.90 | 8.31 | 11.78 | 4.07 | 11.21 | 21.18 | -9.64 | 9.46 |
| Sharpe Ratio | NA | 0.42 | -0.08 | 0.31 | 0.42 | NA | NA | 0.41 | 0.02 | 0.35 | 1.11 | -0.97 | 1.28 | 0.57 | 2.35 | -1.03 | 2.27 | 1.05 | -0.23 | 0.60 | 1.61 | 1.48 | -0.11 | 0.92 | 1.24 | -1.00 | 0.50 | 1.16 | 0.26 | 1.29 | 2.07 | -0.76 | 1.34 |
| Standard Deviation(%) | NA | 6.72 | 9.51 | 11.81 | 10.07 | NA | NA | 11.55 | 5.54 | 6.74 | 7.69 | 12.92 | 8.59 | 18.76 | 6.82 | 8.82 | 4.76 | 9.38 | 9.11 | 6.50 | 7.52 | 8.75 | 15.19 | 12.78 | 19.56 | 24.94 | 10.73 | 7.33 | 7.31 | 7.93 | 9.90 | 14.10 | 5.34 |
| Draw Down(%) | NA | 3.75 | 17.53 | 21.03 | 21.03 | NA | NA | 39.21 | 0.41 | 3.75 | 6.54 | 17.70 | 3.74 | 21.03 | 3.83 | 13.97 | 1.84 | 6.07 | 10.11 | 5.74 | 6.48 | 7.73 | 14.76 | 9.88 | 19.38 | 34.67 | 6.65 | 5.88 | 4.82 | 6.48 | 7.50 | 21.27 | 2.44 |
| Yield(%) | NA | 3.46 | 2.83 | 2.58 | 2.27 | NA | NA | 2.32 | NA | 1.14 | 2.87 | 2.55 | 2.40 | 1.72 | 2.39 | 1.67 | 0.59 | 2.96 | 2.20 | 2.90 | 2.68 | 3.00 | 3.04 | 2.78 | 3.31 | 2.93 | 2.57 | 2.10 | 2.25 | 1.30 | 0.83 | 0.89 | 2.23 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Betterment Investment Plan Strategic Asset Allocation - Optimal Moderate |
-7.71%
Feb 2006 - Feb 2009 |
-2.05%
Feb 2004 - Feb 2009 |
4.40%
Feb 2006 - Feb 2016 |
4.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Betterment Investment Plan Strategic Asset Allocation - Optimal Moderate |
18.79%
Feb 2009 - Feb 2012 |
14.77%
Feb 2009 - Feb 2014 |
9.31%
Feb 2009 - Feb 2019 |
8.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart