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Qtr Return
Quarterly Performance
| Hide | Benchmark | Quarter | Performance Report | 3 Month | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|---|
Betterment Core Portfolio
|
Q4 2025 | N/A | 3.25% | 20.56% | 20.56% | 66.77% | 65.47% | |
|
Betterment Core Portfolio
|
Q3 2025 | N/A | 6.81% | 16.76% | 15.24% | 77.01% | 81.83% | |
|
Betterment Core Portfolio
|
Q2 2025 | N/A | 9.77% | 9.32% | 14.89% | 55.51% | 82.48% | |
|
Betterment Core Portfolio
|
Q1 2025 | N/A | -0.41% | -0.41% | 7.11% | 21.29% | 93.93% | |
|
Betterment Core Portfolio
|
Q4 2024 | N/A | -1.31% | 15.01% | 15.01% | 15.45% | 53.64% | |
|
Betterment Core Portfolio
|
Q3 2024 | N/A | 6.49% | 16.53% | 29.15% | 24.96% | 53.64% | |
|
Betterment Core Portfolio
|
Q2 2024 | N/A | 2.34% | 9.43% | 17.03% | 16.41% | 53.64% | |
|
Betterment Core Portfolio
|
Q1 2024 | N/A | 6.93% | 6.93% | 20.56% | 20.94% | 53.64% | |
|
Betterment Core Portfolio
|
Q4 2023 | N/A | 10.83% | 20.28% | 20.28% | 19.34% | 53.64% | |
|
Betterment Core Portfolio
|
Q3 2023 | N/A | -3.51% | 8.52% | 18.93% | 22.17% | 53.64% | |
|
Betterment Core Portfolio
|
Q2 2023 | N/A | 5.43% | 12.47% | 15.67% | 35.72% | 53.64% | |
|
Betterment Core Portfolio
|
Q1 2023 | N/A | 6.68% | 6.68% | -6.08% | 50.18% | 53.64% | |
|
Betterment Core Portfolio
|
Q4 2022 | N/A | 9.59% | -16.54% | -16.54% | 11.07% | 53.64% | |
|
Betterment Core Portfolio
|
Q3 2022 | N/A | -6.16% | -23.84% | -18.65% | 11.07% | 53.64% | |
|
Betterment Core Portfolio
|
Q2 2022 | N/A | -14.39% | -18.84% | -14% | 11.07% | 53.64% | |
|
Betterment Core Portfolio
|
Q1 2022 | N/A | -5.20% | -5.2% | 6.8% | 11.07% | 53.64% | |
|
Betterment Core Portfolio
|
Q4 2021 | N/A | 6.82% | 18.88% | 18.88% | 11.07% | 53.64% | |
|
Betterment Core Portfolio
|
Q3 2021 | N/A | -0.80% | 11.29% | 26.27% | 11.07% | 53.64% | |
|
Betterment Core Portfolio
|
Q2 2021 | N/A | 6.32% | 12.19% | 36.44% | 11.07% | 53.64% | |
|
Betterment Core Portfolio
|
Q1 2021 | N/A | 5.52% | 5.52% | 49.71% | 11.07% | 53.64% | |
|
Betterment Core Portfolio
|
Q4 2020 | N/A | 13.46% | 11.94% | 11.94% | 11.07% | 53.64% | |
|
Betterment Core Portfolio
|
Q3 2020 | N/A | 7.19% | -1.34% | 11.94% | 11.07% | 53.64% | |
|
Betterment Core Portfolio
|
Q2 2020 | N/A | 16.66% | -7.96% | 11.94% | 11.07% | 53.64% | |
|
Betterment Core Portfolio
|
Q1 2020 | N/A | -21.10% | -21.1% | 11.94% | 11.07% | 53.64% | |
| Average | Avg 0% | Avg 0% | Avg 0% | Avg 0% | Avg 0% |
