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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Risk/ Return Statistics Table ~60/40 Allocations (Last Updated: 12/31/2022)

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Risk/ Return Statistics Table Non-60/40 Allocations (Last Updated: 12/31/2022)

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Risk/ Return Charts (Last Updated: 12/31/2022)

3-Year Sharpe Ratio & Standard Deviation

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