Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Betterment Investment Plan Tactical Asset Allocation Moderate | NA | 16.06% | 2.30% | 6.61% | 5.17% | 7.13% | 8.57% | 8.31% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Betterment Investment Plan Tactical Asset Allocation 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 (%) | -0.91 | 16.06 | 2.30 | 6.61 | 5.17 | 7.13 | 8.57 | 8.31 | NA | 4.44 | 14.38 | -11.97 | 15.17 | 7.58 | 17.40 | -6.22 | 7.16 | 9.56 | -4.33 | 6.12 | 13.44 | 14.58 | 5.38 | 14.00 | 14.39 | 6.81 | 15.99 | 13.11 | 11.54 | 15.41 | 20.47 | -5.31 | -1.42 |
| Sharpe Ratio | NA | -0.15 | -0.17 | 0.24 | 0.31 | NA | NA | 0.63 | 0.05 | -0.27 | 1.30 | -1.03 | 1.41 | 0.38 | 2.22 | -0.82 | 1.11 | 1.02 | -0.47 | 0.88 | 1.77 | 1.81 | 0.39 | 1.02 | 1.25 | 2.05 | 0.89 | 0.89 | 1.07 | 1.68 | 2.56 | -0.53 | -0.27 |
| Standard Deviation(%) | NA | 7.98 | 9.87 | 12.57 | 10.62 | NA | NA | 10.58 | 6.68 | 8.04 | 7.80 | 12.95 | 10.74 | 19.50 | 7.20 | 9.23 | 5.89 | 9.13 | 9.22 | 6.95 | 7.57 | 8.00 | 13.74 | 13.58 | 11.48 | 2.88 | 14.64 | 11.09 | 8.78 | 8.60 | 7.72 | 12.08 | 13.64 |
| Draw Down(%) | NA | 5.55 | 16.81 | 23.04 | 23.04 | NA | NA | 23.04 | 0.46 | 5.55 | 6.39 | 17.65 | 5.23 | 23.04 | 3.55 | 12.84 | 3.25 | 5.92 | 9.98 | 5.95 | 4.03 | 5.23 | 11.47 | 9.06 | 5.76 | 2.23 | 9.41 | 11.15 | 5.71 | 8.17 | 2.95 | 20.60 | 13.20 |
| Yield(%) | NA | 2.32 | 2.86 | 2.60 | 2.32 | NA | NA | 0.00 | NA | 1.44 | 2.91 | 3.03 | 2.79 | 1.63 | 2.32 | 2.17 | 2.34 | 2.25 | 1.34 | 1.84 | 1.46 | 2.49 | 2.85 | 2.03 | 3.16 | 3.56 | 3.22 | 2.36 | 3.27 | 2.69 | 2.30 | 1.51 | 1.82 |
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 Tactical Asset Allocation Moderate |
0.28%
Mar 2017 - Mar 2020 |
1.04%
Mar 2015 - Mar 2020 |
4.35%
Oct 2013 - Oct 2023 |
6.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Betterment Investment Plan Tactical Asset Allocation Moderate |
18.40%
Apr 2003 - Apr 2006 |
16.32%
Oct 2002 - Oct 2007 |
13.46%
Apr 2003 - Apr 2013 |
10.93%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart