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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Normalized Benchmark – Equity Portfolio

Produced by The Robo Report

Benchmark weights updated at the end of each calendar year. Benchmark updates do not affect performance prior to update.

Normalized Benchmark – Bond Portfolio

Produced by The Robo Report

Benchmark weights updated at the end of each calendar year. Benchmark updates do not affect performance prior to update.

Normalized Benchmark Returns (Last Updated: 09/30/2022)

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.