Robo Report® Data
- AUM Statistics
- Total Portfolio Returns
- Equity & Fixed Income Returns
- Fees, Minimums, & Allocations
- Risk/ Return Statistics
- International Allocations
- Normalized Benchmark
- Disclosures
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Equity Returns (Last Updated: 12/31/2022)
| Robo Advisor | 4Q 2022 | 1-Year Trailing | 2-Year Trailing (Annualized) | 3-Year Trailing (Annualized) | 4-Year Trailing (Annualized) | 5-Year Trailing (Annualized) |
|---|---|---|---|---|---|---|
| Acorns (1) | 0.0946 | -0.1909 | -0.0117 | 0.0351 | 0.0906 | 0.0526 |
| Ally Invest Robo Portfolios (9) | 0.1132 | -0.1635 | 0.002 | 0.0465 | 0.0961 | 0.0531 |
| Axos Invest (8) | 0.0997 | -0.186 | -0.0133 | 0.043 | 0.0967 | 0.0571 |
| Betterment (27) | 0.0978 | -0.1655 | -0.0084 | 0.0363 | 0.0867 | 0.0434 |
| Betterment Broad Impact SRI (32) | 0.1101 | -0.1882 | -0.0226 | - | - | - |
| Betterment Climate Impact SRI (32) | 0.0928 | -0.1977 | -0.0269 | - | - | - |
| Betterment Social Impact SRI (32) | 0.0938 | -0.2015 | -0.0346 | - | - | - |
| Betterment SRI (legacy) (27) | 0.1101 | -0.1856 | -0.012 | 0.0369 | 0.0882 | 0.0461 |
| Citi Wealth Builder (40) | ^* | ^* | ^* | - | - | - |
| Citizens Bank SpeciFi (7) | 0.0991 | -0.1879 | -0.0295 | 0.0318 | 0.0834 | - |
| E*Trade Core (21) | 0.0985 | -0.1692 | -0.006 | 0.0461 | 0.0962 | 0.0544 |
| E*Trade Core SRI (23) | 0.1087 | -0.1772 | 0.0038 | 0.0432 | 0.0943 | - |
| Edelman Financial Engines (EMAP) (4) | 0.0815 | -0.2015 | -0.0228 | 0.0273 | 0.0779 | - |
| Ellevest (38) | 0.1058 | -0.1661 | -0.0057 | 0.0451 | 0.0961 | 0.0547 |
| Fidelity Go (33) | 0.098 | -0.1734 | 0.0002 | 0.0481 | 0.101 | 0.0616 |
| FutureAdvisor (3) | 0.0962 | -0.1757 | 0.003 | 0.0461 | 0.0981 | 0.0526 |
| Interactive Advisors (24) | 0.115 | -0.1349 | 0.0164 | 0.0423 | 0.0899 | - |
| JP Morgan Chase Automated Investing (7) | 0.0979 | -0.1891 | -0.0144 | 0.0315 | - | - |
| Liftoff (Ritholtz Wealth Management) (3) | 0.1119 | -0.1554 | -0.0062 | 0.0365 | - | - |
| Marcus Invest Core (7) | 0.1044 | -0.1699 | - | - | - | - |
| Marcus Invest Core IRA (3) | 0.1004 | -0.1704 | 0.0091 | 0.0499 | 0.1001 | - |
| Marcus Invest Smart Beta (7) | 0.0945 | -0.1856 | - | - | - | - |
| Marcus Invest SRI (7) | 0.0972 | -0.191 | - | - | - | - |
| Merrill Edge Guided Investing (31) | 0.098 | -0.1712 | 0.0019 | 0.0458 | 0.0993 | 0.0576 |
| Merrill Edge Guided Investing SRI (31) | 0.0948 | -0.1954 | -0.0203 | 0.0454 | 0.0983 | - |
| Morgan Stanley Active (3) | 0.1183 | -0.1836 | -0.0347 | 0.0325 | 0.0871 | - |
| Morgan Stanley Defense and Cyber Security (7) | 0.1185 | -0.1628 | -0.0239 | 0.0283 | - | - |
| Morgan Stanley Emerging Consumer (7) | 0.1143 | -0.1963 | -0.0879 | 0.0074 | - | - |
| Morgan Stanley Gender Diversity (7) | 0.107 | -0.2037 | -0.029 | 0.0362 | - | - |
| Morgan Stanley Genomics (7) | 0.1043 | -0.2004 | -0.0699 | 0.0171 | - | - |
| Morgan Stanley Global Frontier (7) | 0.1055 | -0.1851 | -0.037 | 0.0162 | - | - |
| Morgan Stanley Inflation Conscious (7) | 0.1109 | -0.159 | 0.0038 | 0.0285 | - | - |
| Morgan Stanley Market Tracking (12) | 0.1186 | -0.1688 | -0.0122 | 0.0356 | 0.086 | 0.0454 |
| Morgan Stanley Robotics (7) | 0.1026 | -0.2361 | -0.08 | 0.0318 | - | - |
| Morgan Stanley SRI (7) | 0.119 | -0.1948 | -0.0101 | 0.0544 | 0.1077 | 0.0621 |
| Personal Capital (4) | 0.0987 | -0.1619 | 0.0002 | 0.043 | 0.0907 | 0.0496 |
| Principal SimpleInvest IRA (7) | 0.0851 | -0.1937 | -0.0206 | 0.0277 | - | - |
| Schwab (5) | 0.1161 | -0.154 | 0.0039 | 0.0347 | 0.0831 | 0.0418 |
| Schwab Domestic Focus (5) | 0.1109 | -0.1461 | 0.0267 | 0.0555 | - | - |
| SigFig (6) | 0.0951 | -0.1824 | -0.0195 | 0.0408 | 0.0938 | 0.0542 |
| SoFi (17) | 0.0831 | -0.2065 | -0.0202 | 0.0473 | 0.1 | 0.0562 |
| Stash Smart Portfolio (30) | 0.0956 | -0.1933 | - | - | - | - |
| T Rowe Price ActivePlus Portfolios IRA (13) | 0.0848 | -0.2179 | -0.0379 | 0.0324 | 0.087 | 0.0506 |
| TD Ameritrade (10) (legacy Essential and Selective Portfolios) | 0.0995 | -0.1822 | -0.0165 | 0.0374 | 0.0904 | 0.0501 |
| TD Ameritrade Automated Investing (7) | 0.0839 | -0.1873 | - | - | - | - |
| TD Ameritrade SRI (45) | 0.1059 | -0.1968 | -0.0196 | 0.0357 | 0.0909 | - |
| Titan Invest (3) | 0.0616 | -0.2826 | -0.1175 | 0.0409 | - | - |
| Titan Invest Offshore (3) | 0.1263 | -0.2108 | - | - | - | - |
| UBS Advice Advantage (7) | 0.1072 | -0.1669 | -0.0154 | 0.0315 | 0.0837 | - |
| US Bank Automated Investor (28) | 0.0776 | -0.2199 | -0.0397 | 0.0384 | 0.0897 | - |
| Vanguard Digital Advisor (7) | 0.0937 | -0.1836 | -0.0097 | - | - | - |
| Vanguard P.A.S. (43) | 0.0929 | -0.1865 | -0.0128 | 0.0449 | 0.0972 | 0.0565 |
| Wealthfront (Risk 4.0 ; 2016) (44) | 0.1087 | -0.1101 | 0.0421 | 0.0693 | 0.1123 | 0.0674 |
| Wealthfront (Risk 4.0 ; 2018) (44) | 0.1003 | -0.1703 | -0.0119 | 0.0416 | 0.093 | - |
| Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) | 0.0877 | -0.1956 | -0.026 | 0.0356 | - | - |
| Wells Fargo Intuitive Investor (14) | 0.0874 | -0.2017 | -0.0308 | 0.0405 | 0.0929 | 0.055 |
| Zacks Advantage (29) | 0.0862 | -0.1742 | 0.0131 | 0.0613 | 0.1106 | 0.0698 |
Produced by The Robo Report
Returns are net of fees and are as of 12/31/2022. 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: 12/31/2022)
| Robo Advisor | 4Q 2022 | 1-Year Trailing | 2-Year Trailing (Annualized) | 3-Year Trailing (Annualized) | 4-Year Trailing (Annualized) | 5-Year Trailing (Annualized) |
|---|---|---|---|---|---|---|
| Acorns (1) | 0.0095 | -0.1303 | -0.08 | -0.0376 | -0.0069 | -0.0094 |
| Ally Invest Robo Portfolios (9) | 0.0128 | -0.1372 | -0.0826 | -0.0353 | -0.0061 | -0.0029 |
| Axos Invest (8) | 0.0237 | -0.1122 | -0.0568 | -0.0157 | 0.0127 | 0.0082 |
| Betterment (27) | 0.0222 | -0.122 | -0.066 | -0.0271 | -0.0005 | 0.0006 |
| Betterment Broad Impact SRI (32) | 0.026 | -0.1213 | -0.065 | - | - | - |
| Betterment Climate Impact SRI (32) | 0.0285 | -0.1223 | -0.0677 | - | - | - |
| Betterment Social Impact SRI (32) | 0.0234 | -0.1219 | -0.0661 | - | - | - |
| Betterment SRI (legacy) (27) | 0.0309 | -0.1154 | -0.0621 | -0.025 | 0.0015 | 0.0022 |
| Citi Wealth Builder (40) | ^* | ^* | ^* | - | - | - |
| Citizens Bank SpeciFi (7) | 0.019 | -0.1245 | -0.0689 | -0.0252 | -0.0008 | - |
| E*Trade Core (21) | 0.0199 | -0.1325 | -0.0786 | -0.0291 | 0.0038 | 0.0009 |
| E*Trade Core SRI (23) | 0.0337 | -0.0734 | -0.0352 | -0.0079 | 0.0113 | - |
| Edelman Financial Engines (EMAP) (4) | 0.0128 | -0.159 | -0.0977 | -0.049 | -0.0213 | - |
| Ellevest (38) | 0.0315 | -0.0636 | -0.0315 | -0.0105 | 0.0064 | 0.0061 |
| Fidelity Go (33) | 0.0368 | -0.0759 | -0.0286 | -0.009 | 0.0109 | 0.01 |
| FutureAdvisor (3) | 0.018 | -0.1373 | -0.0807 | -0.0313 | -0.0044 | -0.0044 |
| Interactive Advisors (24) | 0.0367 | -0.1271 | -0.0709 | -0.0233 | 0.0024 | - |
| JP Morgan Chase Automated Investing (7) | 0.0114 | -0.1316 | -0.0766 | -0.0286 | - | - |
| Liftoff (Ritholtz Wealth Management) (3) | 0.0295 | -0.1101 | -0.0667 | -0.0323 | - | - |
| Marcus Invest Core (7) | 0.028 | -0.062 | - | - | - | - |
| Marcus Invest Core IRA (3) | - | - | - | - | - | - |
| Marcus Invest Smart Beta (7) | 0.0283 | -0.0593 | - | - | - | - |
| Marcus Invest SRI (7) | 0.028 | -0.0617 | - | - | - | - |
| Merrill Edge Guided Investing (31) | 0.0304 | -0.0683 | -0.0316 | -0.0123 | 0.0081 | 0.0067 |
| Merrill Edge Guided Investing SRI (31) | 0.0148 | -0.1235 | -0.0698 | -0.0316 | -0.0039 | - |
| Morgan Stanley Active (3) | 0.0151 | -0.1325 | -0.0764 | -0.0299 | -0.0026 | - |
| Morgan Stanley Defense and Cyber Security (7) | 0.0106 | -0.1347 | -0.0778 | -0.0307 | - | - |
| Morgan Stanley Emerging Consumer (7) | 0.0152 | -0.1323 | -0.0765 | -0.0303 | - | - |
| Morgan Stanley Gender Diversity (7) | 0.0101 | -0.1167 | -0.066 | -0.0274 | - | - |
| Morgan Stanley Genomics (7) | 0.0141 | -0.1248 | -0.0723 | -0.0284 | - | - |
| Morgan Stanley Global Frontier (7) | 0.0106 | -0.1338 | -0.0772 | -0.0305 | - | - |
| Morgan Stanley Inflation Conscious (7) | 0.0157 | -0.1268 | -0.0649 | -0.0189 | - | - |
| Morgan Stanley Market Tracking (12) | 0.0133 | -0.1108 | -0.0645 | -0.0239 | -0.0003 | 0.0007 |
| Morgan Stanley Robotics (7) | 0.0148 | -0.1255 | -0.0728 | -0.0273 | - | - |
| Morgan Stanley SRI (7) | 0.0102 | -0.1172 | -0.0661 | -0.0274 | -0.0041 | -0.0032 |
| Personal Capital (4) | 0.036 | -0.0879 | -0.0506 | -0.0154 | 0.0055 | 0.0009 |
| Principal SimpleInvest IRA (7) | - | - | - | - | - | - |
| Schwab (5) | 0.0384 | -0.0998 | -0.0404 | -0.0043 | 0.0179 | 0.0129 |
| Schwab Domestic Focus (5) | 0.031 | -0.0953 | -0.0351 | -0.0028 | - | - |
| SigFig (6) | 0.0202 | -0.1221 | -0.0656 | -0.016 | 0.0083 | 0.0055 |
| SoFi (17) | 0.0275 | -0.07 | -0.0319 | -0.0061 | 0.011 | 0.0128 |
| Stash Smart Portfolio (30) | 0.0195 | -0.1336 | - | - | - | - |
| T Rowe Price ActivePlus Portfolios IRA (13) | - | - | - | - | - | - |
| TD Ameritrade (10) (legacy Essential and Selective Portfolios) | 0.0188 | -0.1237 | -0.0739 | -0.0301 | -0.0041 | -0.0041 |
| TD Ameritrade Automated Investing (7) | 0.0226 | -0.1411 | - | - | - | - |
| TD Ameritrade SRI (45) | 0.0187 | -0.1302 | -0.0772 | -0.0321 | -0.005 | - |
| Titan Invest (3) | - | - | - | - | - | - |
| Titan Invest Offshore (3) | - | - | - | - | - | - |
| UBS Advice Advantage (7) | 0.0378 | -0.0989 | -0.0498 | -0.0179 | 0.0051 | - |
| US Bank Automated Investor (28) | 0.0378 | -0.0793 | -0.0359 | -0.0093 | 0.016 | - |
| Vanguard Digital Advisor (7) | 0.0117 | -0.1309 | -0.0777 | - | - | - |
| Vanguard P.A.S. (43) | 0.0342 | -0.0696 | -0.0306 | -0.0055 | 0.0113 | 0.0111 |
| Wealthfront (Risk 4.0 ; 2016) (44) | 0.033 | -0.0947 | -0.0468 | -0.0116 | 0.009 | 0.0096 |
| Wealthfront (Risk 4.0 ; 2018) (44) | 0.0311 | -0.0911 | -0.0429 | -0.0099 | 0.0142 | - |
| Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) | 0.0344 | -0.0918 | -0.0463 | -0.0116 | - | - |
| Wells Fargo Intuitive Investor (14) | 0.0341 | -0.1507 | -0.0846 | -0.0382 | -0.0045 | -0.0076 |
| Zacks Advantage (29) | 0.0259 | -0.041 | -0.0197 | -0.0021 | 0.0138 | 0.0107 |
Produced by The Robo Report
Returns are net of fees and are as of 12/31/2022. 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.
