Robo Report® Data

  1. AUM Statistics
  2. Total Portfolio Returns
  3. Equity & Fixed Income Returns
  4. Fees, Minimums, & Allocations
  5. Risk/ Return Statistics
  6. International Allocations
  7. Normalized Benchmark
  8. Disclosures

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Equity Returns (Last Updated: 03/31/2022)

Robo Advisor 1Q 2022 1-Year Trailing 2-Year Trailing (Annualized) 3-Year Trailing (Annualized) 4-Year Trailing (Annualized) 5-Year Trailing (Annualized)
Acorns (1) -0.0559 0.0681 0.2952 0.1327 0.1123 0.1113
Ally Invest Managed Portfolios (9) -0.053 0.0563 0.3063 0.133 0.1021 0.1101
Axos Invest (8) -0.0564 0.0658 0.2958 0.1412 0.1151 0.1198
Betterment (27) -0.0452 0.0459 0.2984 0.1257 0.0946 0.1024
Betterment Broad Impact SRI (32) -0.0651 0.0497 - - - -
Betterment Climate Impact SRI (32) -0.0627 0.0561 - - - -
Betterment Social Impact SRI (32) -0.0648 0.0408 - - - -
Betterment SRI (legacy) (27) -0.0594 0.0522 0.2933 0.1305 0.0992 -
blooom IRA (41) -0.058 0.0717 - - - -
SageView (was Capital One Investing) (16) -0.0534 0.063 0.2545 0.0978 0.0702 -
Citi Wealth Builder (40) *^ *^ *^ - - -
Citizens Bank SpeciFi (7) -0.0608 0.0338 0.2797 0.1243 - -
E*Trade Core (21) -0.0519 0.044 0.3112 0.1345 0.1057 0.1118
E*Trade Core SRI (23) -0.0608 0.0621 0.304 0.1339 - -
Edelman Financial Engines (EMAP) (4) -0.0612 0.0413 0.2979 0.1231 - -
Ellevest (38) -0.0499 0.0576 0.296 0.1348 0.1064 0.1121
Fidelity Go (33) -0.0519 0.0837 0.3047 0.1435 0.1172 0.1228
FutureAdvisor (3) -0.0518 0.0748 0.3104 0.1418 0.1073 0.1124
Interactive Advisors (24) -0.03 0.0681 0.3041 0.1204 - -
JP Morgan Chase Automated Investing (7) -0.0599 0.0677 0.282 - - -
Liftoff (Ritholtz Wealth Management) (3) -0.0437 0.0439 0.2912 - - -
Marcus Invest Core (7) -0.052 0.0805 - - - -
Marcus Invest Core IRA (3) -0.0502 0.0884 0.3085 0.1427 - -
Marcus Invest Smart Beta (7) -0.0641 0.0754 - - - -
Marcus Invest SRI (7) -0.0613 0.0619 - - - -
Merrill Edge Guided Investing (31) -0.0498 0.0769 0.3029 0.1418 0.1127 0.1164
Merrill Edge Guided Investing SRI (31) -0.0623 0.0588 0.2991 0.1455 - -
Morgan Stanley Active (3) -0.0741 0.003 0.2655 0.1185 - -
Morgan Stanley Defense and Cyber Security (7) -0.0494 0.0313 0.2769 - - -
Morgan Stanley Emerging Consumer (7) -0.0948 -0.093 0.2118 - - -
Morgan Stanley Gender Diversity (7) -0.0818 0.0347 0.2726 - - -
Morgan Stanley Genomics (7) -0.0927 -0.054 0.2322 - - -
Morgan Stanley Global Frontier (7) -0.0714 0.0153 0.2587 - - -
Morgan Stanley Inflation Conscious (7) -0.0495 0.0562 0.3099 - - -
Morgan Stanley Market Tracking (12) -0.0592 0.0347 0.2808 0.12 0.0905 -
Morgan Stanley Robotics (7) -0.1006 -0.047 0.2799 - - -
Morgan Stanley SRI (7) -0.083 0.0603 0.2931 0.1491 0.117 -
Personal Capital (4) -0.0395 0.069 0.3069 0.1301 0.1029 0.1043
Principal SimpleInvest IRA (7) -0.0651 0.0472 0.2835 - - -
Schwab (5) -0.0465 0.0398 0.3077 0.1164 0.0864 0.0957
Schwab Domestic Focus (5) -0.0375 0.0739 0.3444 - - -
SigFig (6) -0.0577 0.0488 0.2922 0.1351 0.107 0.117
SoFi (17) -0.0633 0.0756 0.3083 0.1539 0.1168 -
Stash Smart Portfolio (30) -0.0656 0.0378 - - - -
T Rowe Price ActivePlus Portfolios IRA (13) -0.0757 0.024 0.2958 0.1338 0.1068 -
TD Ameritrade (10) -0.0583 0.0551 0.2892 0.1311 0.1024 0.1117
TD Ameritrade Automated Investing (7) -0.0502 - - - - -
TD Ameritrade SRI (45) -0.0658 0.0544 0.2937 0.1358 - -
Titan Invest (3) -0.1216 -0.0496 0.2784 - - -
Titan Invest Offshore (3) -0.1531 - - - - -
UBS Advice Advantage (7) -0.0478 0.0474 0.2818 0.1188 - -
US Bank Automated Investor (28) -0.0692 0.0418 0.3108 0.1446 - -
Vanguard Digital Advisor (7) -0.0554 0.0722 0.3055 - - -
Vanguard P.A.S. (43) -0.0572 0.0702 0.3034 0.1428 0.1131 0.12
Wealthfront (44) -0.0067 0.1141 0.3472 0.1476 0.1181 0.1221
Wealthfront PassivePlus (22) -0.0636 0.048 0.291 - - -
Wells Fargo Intuitive Investor (14) -0.0666 0.0372 0.3149 0.1393 0.1133 -
Zacks Advantage (29) -0.0508 0.0944 0.3291 0.158 0.1286 -

Produced by The Robo Report

Returns are net of fees and are as of 03/31/2022. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.

*^These portfolios hold balanced funds. The nature of these funds limits our ability to accurately breakdown equity and fixed income performance individually.

Fixed Income Returns (Last Updated: 03/31/2022)

Robo Advisor 1Q 2022 1-Year Trailing 2-Year Trailing (Annualized) 3-Year Trailing (Annualized) 4-Year Trailing (Annualized) 5-Year Trailing (Annualized)
Acorns (1) -0.0571 -0.0572 -0.0148 0.0071 0.0124 0.0109
Ally Invest Managed Portfolios (9) -0.0579 -0.0492 -0.0209 0.0104 0.0207 0.0184
Axos Invest (8) -0.0489 -0.0261 0.0194 0.0271 0.0315 0.0273
Betterment (27) -0.0566 -0.0425 0.0055 0.0129 0.0206 0.0213
Betterment Broad Impact SRI (32) -0.0606 -0.0465 - - - -
Betterment Climate Impact SRI (32) -0.064 -0.0513 - - - -
Betterment Social Impact SRI (32) -0.0583 -0.0441 - - - -
Betterment SRI (legacy) (27) -0.0616 -0.0477 0.003 0.0112 0.0193 -
blooom IRA (41) -0.0589 -0.043 - - - -
SageView (was Capital One Investing) (16) -0.0558 -0.0351 -0.0108 0.0042 0.0106 -
Citi Wealth Builder (40) *^ *^ *^ - - -
Citizens Bank SpeciFi (7) -0.0536 -0.0346 -0.0065 0.0157 - -
E*Trade Core (21) -0.0613 -0.0473 -0.0014 0.0183 0.0262 0.023
E*Trade Core SRI (23) -0.0546 -0.0436 0.0003 0.0133 - -
Edelman Financial Engines (EMAP) (4) -0.0666 -0.0552 -0.0322 -0.0012 - -
Ellevest (38) -0.0456 -0.0377 0.0064 0.0075 0.0139 0.015
Fidelity Go (33) -0.056 -0.0364 0.0089 0.0127 0.0214 0.0226
FutureAdvisor (3) -0.0576 -0.0421 -0.0173 0.0144 0.0165 0.0183
Interactive Advisors (24) -0.0629 -0.0435 -0.0006 0.0174 - -
JP Morgan Chase Automated Investing (7) -0.0579 -0.0447 -0.016 - - -
Liftoff (Ritholtz Wealth Management) (3) -0.0481 -0.0467 0.0024 - - -
Marcus Invest Core (7) -0.0448 -0.0381 - - - -
Marcus Invest Core IRA (3) - - - - - -
Marcus Invest Smart Beta (7) -0.0432 -0.0361 - - - -
Marcus Invest SRI (7) -0.0448 -0.038 - - - -
Merrill Edge Guided Investing (31) -0.044 -0.0336 0.0056 0.0107 0.0187 0.018
Merrill Edge Guided Investing SRI (31) -0.0539 -0.0423 -0.0006 0.011 - -
Morgan Stanley Active (3) -0.0606 -0.0472 -0.0093 0.013 - -
Morgan Stanley Defense and Cyber Security (7) -0.0604 -0.0474 -0.0094 - - -
Morgan Stanley Emerging Consumer (7) -0.0603 -0.0473 -0.0093 - - -
Morgan Stanley Gender Diversity (7) -0.0503 -0.0416 -0.0052 - - -
Morgan Stanley Genomics (7) -0.0582 -0.0454 -0.0088 - - -
Morgan Stanley Global Frontier (7) -0.0599 -0.0467 -0.0093 - - -
Morgan Stanley Inflation Conscious (7) -0.0522 -0.0258 0.0083 - - -
Morgan Stanley Market Tracking (12) -0.0507 -0.0397 -0.0143 0.0127 0.0208 -
Morgan Stanley Robotics (7) -0.0584 -0.0457 -0.0083 - - -
Morgan Stanley SRI (7) -0.0505 -0.0415 -0.0052 0.0115 0.0172 -
Personal Capital (4) -0.0427 -0.0311 0.0057 0.0143 0.0149 0.0147
Principal SimpleInvest IRA (7) - - - - - -
Schwab (5) -0.0535 -0.0169 0.0294 0.0294 0.0276 0.0313
Schwab Domestic Focus (5) -0.0486 -0.0106 0.0245 - - -
SigFig (6) -0.0527 -0.0296 0.0031 0.0268 0.0299 0.0259
SoFi (17) -0.047 -0.0353 0.0054 0.0156 0.0224 -
Stash Smart Portfolio (30) -0.0613 -0.0497 - - - -
T Rowe Price ActivePlus Portfolios IRA (13) - - - - - -
TD Ameritrade (10) -0.0568 -0.0464 -0.0165 0.0104 0.0158 0.0159
TD Ameritrade Automated Investing (7) -0.0604 - - - - -
TD Ameritrade SRI (45) -0.059 -0.0469 -0.0179 0.0107 - -
Titan Invest (3) - - - - - -
Titan Invest Offshore (3) - - - - - -
UBS Advice Advantage (7) -0.0623 -0.0482 0.0048 0.01 - -
US Bank Automated Investor (28) -0.0555 -0.0409 0.0058 0.0153 - -
Vanguard Digital Advisor (7) -0.0555 -0.0432 -0.0132 - - -
Vanguard P.A.S. (43) -0.0514 -0.0389 0.0044 0.0137 0.0213 0.0207
Wealthfront (44) -0.069 -0.0547 -0.0015 0.0123 0.0232 0.0223
Wealthfront PassivePlus (22) -0.0676 -0.0544 0.0003 - - -
Wells Fargo Intuitive Investor (14) -0.0696 -0.052 0.0061 0.0102 0.017 -
Zacks Advantage (29) -0.0351 -0.0283 0.0018 0.0128 0.018 -

Produced by The Robo Report

Returns are net of fees and are as of 03/31/2022. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.

*^These portfolios hold balanced funds. The nature of these funds limits our ability to accurately breakdown equity and fixed income performance individually.