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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Normalized Benchmark – Equity Portfolio
| Category | Asset Type | Ticker | Name | Current Benchmark Weight |
| Equity | Domestic | VTI | Vanguard Total Stock Market ETF | 0.65 |
| Equity | International | VXUS | Vanguard Total International Stock ETF | 0.35 |
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
| Category | Asset Type | Ticker | Name | Current Benchmark Weight |
| Fixed Income | Multi-Sector US | AGG | iShares Core US Aggregate Bond ETF | 0.29 |
| Fixed Income | Investment-Grade Corporates | LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | 0.1 |
| Fixed Income | High-Yield Corporates | JNK | SPDR Bloomberg Barclays High Yield Bond ETF | 0.02 |
| Fixed Income | International Developed | IGOV | iShares International Treasury Bond ETF | 0.06 |
| Fixed Income | International Emerging Markets | EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | 0.04 |
| Fixed Income | Municipals | MUB | iShares National Muni Bond ETF | 0.26 |
| Fixed Income | TIPS | TIP | iShares TIPS Bond ETF | 0.05 |
| Fixed Income | Short-Term Treasuries (0-3 Year Maturity) | VGSH | Vanguard Short-Term Treasury ETF | 0.04 |
| Fixed Income | Intermediate-Term Treasuries (3-10 Year Maturity) | VGIT | Vanguard Intermediate-Term Treasury ETF | 0.04 |
| Fixed Income | Long-Term Treasuries (10+ Year Maturity) | VGLT | Vanguard Long-Term Treasury ETF | 0.01 |
| Fixed Income | Securitized | VMBS | Vanguard Mortgage-Backed Securities ETF | 0.01 |
| Fixed Income | Cash | FDRXX | Fidelity® Government Cash Reserves | 0.08 |
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)
| 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 Normalized Benchmark | -0.0564 | -0.205 | -0.1709 | -0.0143 | 0.0217 | 0.0267 | 0.034 |
| Ally Invest Robo Portfolios Normalized Benchmark | -0.0561 | -0.2037 | -0.1724 | -0.0171 | 0.0196 | 0.0253 | 0.0326 |
| Axos Invest Normalized Benchmark | -0.0581 | -0.2127 | -0.1793 | -0.0151 | 0.0217 | 0.026 | 0.0343 |
| Betterment Normalized Benchmark | -0.0582 | -0.2135 | -0.1797 | -0.0141 | 0.0224 | 0.0263 | 0.0349 |
| Betterment Broad Impact SRI Normalized Benchmark | -0.057 | -0.208 | -0.1754 | - | - | - | - |
| Betterment Climate Impact SRI Normalized Benchmark | -0.0567 | -0.206 | -0.1732 | - | - | - | - |
| Betterment Social Impact SRI Normalized Benchmark | -0.0569 | -0.2072 | -0.1745 | - | - | - | - |
| Betterment SRI (legacy) Normalized Benchmark | -0.0568 | -0.2071 | -0.1756 | -0.0179 | 0.0192 | 0.0248 | - |
| blooom IRA Normalized Benchmark | -0.0567 | -0.2057 | -0.1609 | 0.0235 | - | - | - |
| Citi Wealth Builder Normalized Benchmark | -0.0567 | -0.2064 | -0.1718 | -0.0114 | - | - | - |
| Citizens Bank SpeciFi Normalized Benchmark | -0.058 | -0.2124 | -0.1791 | -0.015 | 0.0217 | - | - |
| E*Trade Core Normalized Benchmark | -0.057 | -0.2077 | -0.1759 | -0.018 | 0.0191 | 0.0248 | 0.0324 |
| E*Trade Core SRI Normalized Benchmark | -0.0568 | -0.207 | -0.1754 | -0.0171 | 0.0199 | - | - |
| Edelman Financial Engines (EMAP) Normalized Benchmark | -0.0582 | -0.2131 | -0.1774 | -0.01 | 0.0255 | - | - |
| Ellevest Normalized Benchmark | -0.0561 | -0.2037 | -0.1737 | -0.0216 | 0.0161 | 0.0232 | 0.0305 |
| Fidelity Go Normalized Benchmark | -0.0569 | -0.2074 | -0.1759 | -0.017 | 0.02 | 0.0252 | 0.033 |
| FutureAdvisor Normalized Benchmark | -0.0552 | -0.1994 | -0.1689 | -0.019 | 0.018 | 0.0249 | 0.0315 |
| Interactive Advisors Normalized Benchmark | -0.0552 | -0.1992 | -0.1695 | -0.0213 | 0.016 | 0.0235 | - |
| JP Morgan Chase Automated Investing Normalized Benchmark | -0.0543 | -0.1951 | -0.1664 | -0.0238 | 0.0136 | - | - |
| Liftoff (Ritholtz Wealth Management) Normalized Benchmark | -0.0568 | -0.2069 | -0.1747 | -0.0172 | 0.0197 | - | - |
| Marcus Invest Core Normalized Benchmark | -0.0565 | -0.2054 | -0.1743 | - | - | - | - |
| Marcus Invest Core IRA Normalized Benchmark | -0.0674 | -0.2547 | -0.2065 | 0.0114 | 0.0423 | 0.0344 | - |
| Marcus Invest Smart Beta Normalized Benchmark | -0.0565 | -0.2054 | -0.1743 | - | - | - | - |
| Marcus Invest SRI Normalized Benchmark | -0.0571 | -0.2082 | -0.1767 | - | - | - | - |
| Merrill Edge Guided Investing Normalized Benchmark | -0.0568 | -0.2067 | -0.1728 | -0.0138 | 0.02 | 0.0267 | 0.0334 |
| Merrill Edge Guided Investing SRI Normalized Benchmark | -0.0572 | -0.2089 | -0.1747 | -0.0126 | 0.0236 | - | - |
| Morgan Stanley Active Normalized Benchmark | -0.058 | -0.2124 | -0.1786 | -0.0137 | 0.0226 | 0.0267 | - |
| Morgan Stanley Defense and Cyber Security Normalized Benchmark | -0.0596 | -0.2198 | -0.1814 | -0.0082 | 0.0272 | - | - |
| Morgan Stanley Emerging Consumer Normalized Benchmark | -0.0591 | -0.2174 | -0.1808 | -0.0088 | 0.0266 | - | - |
| Morgan Stanley Gender Diversity Normalized Benchmark | -0.0559 | -0.2025 | -0.167 | -0.0105 | 0.0245 | - | - |
| Morgan Stanley Genomics Normalized Benchmark | -0.0558 | -0.2019 | -0.1696 | -0.0195 | 0.0175 | - | - |
| Morgan Stanley Global Frontier Normalized Benchmark | -0.0595 | -0.2195 | -0.1815 | -0.0094 | 0.0262 | - | - |
| Morgan Stanley Inflation Conscious Normalized Benchmark | -0.0575 | -0.2102 | -0.174 | -0.0111 | 0.0247 | - | - |
| Morgan Stanley Market-Tracking Normalized Benchmark | -0.0581 | -0.2128 | -0.1775 | -0.0145 | 0.0219 | 0.0261 | - |
| Morgan Stanley Robotics Normalized Benchmark | -0.0588 | -0.216 | -0.1785 | -0.0068 | 0.0282 | - | - |
| Morgan Stanley SRI Normalized Benchmark | -0.056 | -0.2029 | -0.1684 | -0.0116 | 0.0237 | 0.028 | - |
| Personal Capital Normalized Benchmark | -0.0602 | -0.2224 | -0.1835 | -0.0061 | 0.0289 | 0.0297 | 0.0394 |
| Principal SimpleInvest IRA Normalized Benchmark | -0.0669 | -0.2527 | -0.2049 | 0.0111 | - | - | - |
| Schwab Normalized Benchmark | -0.0563 | -0.2046 | -0.1733 | -0.0198 | 0.0171 | 0.0228 | 0.0317 |
| Schwab Domestic Focus Normalized Benchmark | -0.0571 | -0.2083 | -0.1747 | -0.0142 | 0.0213 | - | - |
| SigFig Normalized Benchmark | -0.0565 | -0.2056 | -0.1721 | -0.013 | 0.0228 | 0.0272 | 0.0348 |
| SoFi Normalized Benchmark | -0.0566 | -0.2057 | -0.1712 | -0.0143 | 0.0217 | 0.0267 | 0.033 |
| Stash Smart Portfolio Normalized Benchmark | -0.0573 | -0.2095 | -0.178 | - | - | - | - |
| T Rowe Price ActivePlus Portfolios IRA Normalized Benchmark | -0.0677 | -0.2559 | -0.2074 | 0.0121 | 0.0428 | 0.0346 | 0.0498 |
| TD Ameritrade (legacy Essential and Selective Portfolios) Normalized Benchmark | -0.0599 | -0.2212 | -0.1838 | -0.0095 | 0.0262 | 0.0286 | 0.0374 |
| TD Ameritrade Automated Investing Normalized Benchmark | -0.0579 | -0.212 | - | - | - | - | - |
| TD Ameritrade SRI Normalized Benchmark | -0.0599 | -0.2214 | -0.1838 | -0.0101 | 0.027 | 0.0294 | - |
| Titan Invest Normalized Benchmark | -0.0632 | -0.2357 | -0.1864 | 0.0252 | 0.0518 | - | - |
| Titan Invest Offshore Normalized Benchmark | -0.0589 | -0.216 | -0.1648 | - | - | - | - |
| UBS Advice Advantage Normalized Benchmark | -0.0592 | -0.2181 | -0.1812 | -0.0086 | 0.0281 | 0.03 | - |
| US Bank Automated Investor Normalized Benchmark | -0.056 | -0.2034 | -0.1729 | -0.0199 | 0.0174 | 0.0237 | - |
| Vanguard Digital Advisor Normalized Benchmark | -0.0553 | -0.1996 | -0.1674 | -0.015 | - | - | - |
| Vanguard P.A.S. Normalized Benchmark | -0.0565 | -0.2053 | -0.1719 | -0.0151 | 0.0212 | 0.0263 | 0.0336 |
| Wealthfront (Risk 4.0 ; 2016) Normalized Benchmark | -0.059 | -0.2169 | -0.1817 | -0.0148 | 0.022 | 0.026 | 0.0346 |
| Wealthfront (Risk 4.0 ; 2018) Normalized Benchmark | -0.0574 | -0.2095 | -0.1766 | -0.018 | 0.0191 | 0.0248 | - |
| Wealthfront PassivePlus (Risk 4.0 ; 2019) Normalized Benchmark | -0.0569 | -0.2075 | -0.1753 | -0.0218 | 0.0159 | - | - |
| Wells Fargo Intuitive Investor Normalized Benchmark | -0.058 | -0.2127 | -0.1804 | -0.0172 | 0.0201 | 0.025 | - |
| Zacks Advantage Normalized Benchmark | -0.0564 | -0.2048 | -0.1729 | -0.0161 | 0.0204 | 0.0258 | 0.0326 |
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.
