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: 09/30/2022)

Robo Advisor 3Q 2022 YTD 1-Year Trailing 2-Year Trailing (Annualized) 3-Year Trailing (Annualized) 4-Year Trailing (Annualized) 5-Year Trailing (Annualized)
Acorns (1) -0.0703 -0.2608 -0.2054 0.0135 0.0308 0.0281 0.0439
Ally Invest Robo Portfolios (9) -0.0703 -0.2486 -0.1986 0.0276 0.0376 0.0288 0.0421
Axos Invest (8) -0.0721 -0.2598 -0.2131 0.0099 0.0382 0.0357 0.0484
Betterment (27) -0.0743 -0.2398 -0.1981 0.0245 0.0332 0.0277 0.0351
Betterment Broad Impact SRI (32) -0.0812 -0.2688 -0.2253 - - - -
Betterment Climate Impact SRI (32) -0.0778 -0.2659 -0.2151 - - - -
Betterment Social Impact SRI (32) -0.0805 -0.2701 -0.2286 - - - -
Betterment SRI (legacy) (27) -0.0844 -0.2664 -0.2199 0.0112 0.029 0.0253 -
blooom IRA (41) -0.0654 -0.252 -0.2029 0.0179 - - -
Citi Wealth Builder (40) ^* ^* ^* ^* - - -
Citizens Bank SpeciFi (7) -0.0766 -0.2611 -0.2216 -0.0045 0.0301 - -
E*Trade Core (21) -0.0708 -0.2437 -0.1998 0.0307 0.0431 0.0324 0.0457
E*Trade Core SRI (23) -0.0773 -0.2579 -0.2045 0.0298 0.0368 - -
Edelman Financial Engines (EMAP) (4) -0.0637 -0.2617 -0.2125 0.016 0.0263 - -
Ellevest (38) -0.0717 -0.2459 -0.1994 0.0181 0.0391 0.0336 0.0449
Fidelity Go (33) -0.0634 -0.2472 -0.1904 0.0232 0.045 0.0373 0.0541
FutureAdvisor (3) -0.0668 -0.248 -0.1918 0.0331 0.0445 0.0416 0.0436
Interactive Advisors (24) -0.0811 -0.2241 -0.1812 0.0408 0.0316 0.0282 -
JP Morgan Chase Automated Investing (7) -0.071 -0.2614 -0.2093 0.0045 0.0282 - -
Liftoff (Ritholtz Wealth Management) (3) -0.0801 -0.2404 -0.1993 0.0173 0.029 - -
Marcus Invest Core (7) -0.069 -0.2484 -0.1923 - - - -
Marcus Invest Core IRA (3) -0.0673 -0.2461 -0.1873 0.0323 0.0453 0.0603 -
Marcus Invest Smart Beta (7) -0.0671 -0.2559 -0.1979 - - - -
Marcus Invest SRI (7) -0.0676 -0.2627 -0.2144 - - - -
Merrill Edge Guided Investing (31) -0.0657 -0.2452 -0.1899 0.0246 0.0432 0.037 0.0493
Merrill Edge Guided Investing SRI (31) -0.0691 -0.2651 -0.2169 0.0056 0.0446 - -
Morgan Stanley Active (3) -0.0731 -0.27 -0.2362 -0.0146 0.0239 0.0181 -
Morgan Stanley Defense and Cyber Security (7) -0.0709 -0.2515 -0.2206 0.0025 0.0143 - -
Morgan Stanley Emerging Consumer (7) -0.0812 -0.2787 -0.2669 -0.0626 0.0011 - -
Morgan Stanley Gender Diversity (7) -0.0704 -0.2807 -0.2373 -0.0118 0.0271 - -
Morgan Stanley Genomics (7) -0.0609 -0.2759 -0.2628 -0.0389 0.0203 - -
Morgan Stanley Global Frontier (7) -0.0684 -0.2629 -0.236 -0.0124 0.011 - -
Morgan Stanley Inflation Conscious (7) -0.0722 -0.243 -0.2033 0.0361 0.0142 - -
Morgan Stanley Market Tracking (12) -0.078 -0.2569 -0.217 0.0081 0.0264 0.0189 -
Morgan Stanley Robotics (7) -0.0707 -0.3072 -0.2933 -0.043 0.03 - -
Morgan Stanley SRI (7) -0.0724 -0.2804 -0.227 -0.0009 0.0443 0.0405 -
Personal Capital (4) -0.0691 -0.2372 -0.1861 0.03 0.0365 0.0299 0.04
Principal SimpleInvest IRA (7) -0.0695 -0.2569 -0.2107 0.0085 - - -
Schwab (5) -0.0785 -0.242 -0.2092 0.0398 0.0249 0.0181 0.0293
Schwab Domestic Focus (5) -0.0639 -0.2313 -0.183 0.0693 0.0457 - -
SigFig (6) -0.0725 -0.2534 -0.2126 0.0066 0.0402 0.0354 0.0472
SoFi (17) -0.0565 -0.2673 -0.2166 0.007 0.0508 0.0425 0.0516
Stash Smart Portfolio (30) -0.075 -0.2637 -0.2235 - - - -
T Rowe Price ActivePlus Portfolios IRA (13) -0.0679 -0.279 -0.2423 -0.0013 0.0312 0.0296 0.0438
TD Ameritrade (10) (legacy Essential and Selective Portfolios) -0.0704 -0.2562 -0.2105 0.0059 0.0348 0.0289 0.0421
TD Ameritrade Automated Investing (7) -0.0621 -0.2502 - - - - -
TD Ameritrade SRI (45) -0.0849 -0.2737 -0.2217 0.0015 0.0321 0.0291 -
Titan Invest (3) -0.0459 -0.3242 -0.3214 -0.0777 0.0567 - -
Titan Invest Offshore (3) 0.003 -0.2993 -0.3672 - - - -
UBS Advice Advantage (7) -0.0729 -0.2476 -0.2058 0.0071 0.0251 0.0181 -
US Bank Automated Investor (28) -0.0645 -0.2761 -0.2332 0.0011 0.0414 0.036 -
Vanguard Digital Advisor (7) -0.0629 -0.2535 -0.2022 0.0169 - - -
Vanguard P.A.S. (43) -0.0658 -0.2557 -0.2045 0.0138 0.0437 0.0352 0.0494
Wealthfront (Risk 4.0 ; 2016) (44) -0.07 -0.1974 -0.1448 0.0713 0.0612 0.0457 0.0584
Wealthfront (Risk 4.0 ; 2018) (44) -0.0704 -0.2459 -0.1945 0.0097 0.0375 0.0317 -
Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) -0.0661 -0.2605 -0.2169 0.0075 0.0342 - -
Wells Fargo Intuitive Investor (14) -0.0649 -0.2659 -0.2216 0.0095 0.0393 0.0317 -
Zacks Advantage (29) -0.0528 -0.2397 -0.1761 0.046 0.0612 0.05 0.0635

Produced by The Robo Report

Returns are net of fees and are as of 09/30/2022. 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: 09/30/2022)

Robo Advisor 3Q 2022 YTD 1-Year Trailing 2-Year Trailing (Annualized) 3-Year Trailing (Annualized) 4-Year Trailing (Annualized) 5-Year Trailing (Annualized)
Acorns (1) -0.0453 -0.1385 -0.1457 -0.0819 -0.0383 -0.009 -0.0111
Ally Invest Robo Portfolios (9) -0.0473 -0.1481 -0.1503 -0.0863 -0.0409 -0.0043 -0.005
Axos Invest (8) -0.0381 -0.1328 -0.1343 -0.0598 -0.0211 0.0071 0.0045
Betterment (27) -0.0396 -0.1411 -0.1384 -0.066 -0.0332 -0.0028 -0.003
Betterment Broad Impact SRI (32) -0.0405 -0.1436 -0.1399 - - - -
Betterment Climate Impact SRI (32) -0.0399 -0.1467 -0.1447 - - - -
Betterment Social Impact SRI (32) -0.0388 -0.142 -0.1387 - - - -
Betterment SRI (legacy) (27) -0.0387 -0.1419 -0.1385 -0.0662 -0.0335 -0.0028 -
blooom IRA (41) -0.0485 -0.1474 -0.1482 -0.0826 - - -
Citi Wealth Builder (40) ^* ^* ^* ^* - - -
Citizens Bank SpeciFi (7) -0.0452 -0.1408 -0.1396 -0.073 -0.0304 - -
E*Trade Core (21) -0.0456 -0.1495 -0.1516 -0.0819 -0.0336 0.0016 -0.0024
E*Trade Core SRI (23) -0.0299 -0.1035 -0.0989 -0.0435 -0.0168 - -
Edelman Financial Engines (EMAP) (4) -0.057 -0.1696 -0.1685 -0.1033 -0.0537 - -
Ellevest (38) -0.0294 -0.0923 -0.0903 -0.0385 -0.0182 0.002 0.0001
Fidelity Go (33) -0.0298 -0.1087 -0.1023 -0.0365 -0.019 0.0054 0.0044
FutureAdvisor (3) -0.0502 -0.1526 -0.1527 -0.0853 -0.0369 -0.0071 -0.0072
Interactive Advisors (24) -0.0481 -0.158 -0.1545 -0.0789 -0.0335 -0.0033 -
JP Morgan Chase Automated Investing (7) -0.0438 -0.1415 -0.1431 -0.0795 -0.0333 - -
Liftoff (Ritholtz Wealth Management) (3) -0.042 -0.1355 -0.1419 -0.0707 -0.0408 - -
Marcus Invest Core (7) -0.0253 -0.0876 -0.0864 - - - -
Marcus Invest Core IRA (3) - - - - - - -
Marcus Invest Smart Beta (7) -0.0248 -0.0852 -0.0839 - - - -
Marcus Invest SRI (7) -0.0251 -0.0872 -0.086 - - - -
Merrill Edge Guided Investing (31) -0.0332 -0.0958 -0.0923 -0.0385 -0.0209 0.0039 0.0017
Merrill Edge Guided Investing SRI (31) -0.0461 -0.1362 -0.1337 -0.0706 -0.0356 - -
Morgan Stanley Active (3) -0.044 -0.1454 -0.1468 -0.0783 -0.0333 -0.004 -
Morgan Stanley Defense and Cyber Security (7) -0.0423 -0.1438 -0.1454 -0.0776 -0.0327 - -
Morgan Stanley Emerging Consumer (7) -0.0441 -0.1452 -0.1468 -0.0783 -0.0338 - -
Morgan Stanley Gender Diversity (7) -0.0389 -0.1256 -0.129 -0.067 -0.0299 - -
Morgan Stanley Genomics (7) -0.0399 -0.137 -0.1386 -0.0739 -0.0314 - -
Morgan Stanley Global Frontier (7) -0.042 -0.1428 -0.1444 -0.0772 -0.0325 - -
Morgan Stanley Inflation Conscious (7) -0.0452 -0.1403 -0.1367 -0.0664 -0.0225 - -
Morgan Stanley Market Tracking (12) -0.038 -0.1225 -0.1238 -0.0681 -0.0278 0.0003 -
Morgan Stanley Robotics (7) -0.0398 -0.1382 -0.1399 -0.0746 -0.0306 - -
Morgan Stanley SRI (7) -0.039 -0.1261 -0.1293 -0.0671 -0.03 -0.003 -
Personal Capital (4) -0.0378 -0.1197 -0.1201 -0.0585 -0.0248 -0.0025 -0.006
Principal SimpleInvest IRA (7) - - - - - - -
Schwab (5) -0.0406 -0.1332 -0.1218 -0.0476 -0.0134 0.01 0.0063
Schwab Domestic Focus (5) -0.0388 -0.1225 -0.1105 -0.0407 -0.0108 - -
SigFig (6) -0.0446 -0.1394 -0.1368 -0.0692 -0.0214 0.0059 0.0036
SoFi (17) -0.0292 -0.0949 -0.0922 -0.0382 -0.0131 0.0072 0.0048
Stash Smart Portfolio (30) -0.0457 -0.1501 -0.1518 - - - -
T Rowe Price ActivePlus Portfolios IRA (13) - - - - - - -
TD Ameritrade (10) (legacy Essential and Selective Portfolios) -0.0428 -0.1399 -0.142 -0.0779 -0.0352 -0.0044 -0.0071
TD Ameritrade Automated Investing (7) -0.0476 -0.1601 - - - - -
TD Ameritrade SRI (45) -0.0448 -0.1462 -0.1477 -0.0811 -0.037 -0.0052 -
Titan Invest (3) - - - - - - -
Titan Invest Offshore (3) - - - - - - -
UBS Advice Advantage (7) -0.0326 -0.1317 -0.1262 -0.0562 -0.0282 -0.0016 -
US Bank Automated Investor (28) -0.0296 -0.1128 -0.1077 -0.0442 -0.0192 0.0055 -
Vanguard Digital Advisor (7) -0.0426 -0.141 -0.1418 -0.0791 - - -
Vanguard P.A.S. (43) -0.0273 -0.1003 -0.0943 -0.0397 -0.0148 0.0066 0.0049
Wealthfront (Risk 4.0 ; 2016) (44) -0.028 -0.1236 -0.1166 -0.0534 -0.0207 0.0067 0.0043
Wealthfront (Risk 4.0 ; 2018) (44) -0.0289 -0.1185 -0.1128 -0.0477 -0.0178 0.0112 -
Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) -0.0298 -0.122 -0.1151 -0.054 -0.021 - -
Wells Fargo Intuitive Investor (14) -0.0425 -0.1787 -0.1784 -0.087 -0.0459 -0.0131 -
Zacks Advantage (29) -0.023 -0.0652 -0.063 -0.0284 -0.0093 0.0097 0.0066

Produced by The Robo Report

Returns are net of fees and are as of 09/30/2022. 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.