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: 12/31/2021)

Robo Advisor 1-Year Sharpe Ratio 3-Year Sharpe Ratio 5-Year Sharpe Ratio 1-Year Standard Deviation 3-Year Standard Deviation 5-Year Standard Deviation
Acorns 1.41 0.95 0.73 0.0832 0.1384 0.1177
Ally Invest Managed Portfolios 1.29 0.97 - 0.0821 0.1288 -
Axos Invest 1.43 1.02 0.83 0.0851 0.1433 0.121
Betterment 1.24 0.88 0.71 0.0888 0.149 0.1255
Betterment Broad Impact SRI 1.28 - - 0.0803 - -
Betterment Climate Impact SRI 1.26 - - 0.0823 - -
Betterment Social Impact SRI 1.18 - - 0.0826 - -
Betterment SRI (legacy) 1.37 0.93 - 0.0821 0.1398 -
Capital One Investing 1.33 0.8 - 0.0763 0.1283 -
Citi Wealth Builder 1.44 - - 0.0836 - -
Citizens Bank SpeciFi 1.14 0.94 - 0.0877 0.1406 -
E*Trade Core 1.22 0.97 0.77 0.0832 0.1377 0.1163
E*Trade Core SRI 1.62 0.96 - 0.0807 0.1412 -
Edelman Financial Engines (EMAP) 1.24 0.91 - 0.0957 0.1456 -
Ellevest 1.39 0.9 0.75 0.0744 0.1334 0.112
Fidelity Go 1.65 1.02 0.86 0.0767 0.132 0.1118
FutureAdvisor 1.42 0.98 0.77 0.0739 0.1272 0.1069
Interactive Advisors 1.33 0.94 - 0.0724 0.1195 -
JP Morgan Chase Automated Investing 1.36 - - 0.0667 - -
Liftoff (Ritholtz Wealth Management) 1.14 - - 0.0812 - -
Merrill Edge Guided Investing 1.55 0.93 - 0.0836 0.1386 -
Merrill Edge Guided Investing SRI 1.35 1.1 - 0.0855 0.1315 -
Morgan Stanley Active 0.96 1.01 - 0.0936 0.133 -
Morgan Stanley Defense and Cyber Security 0.93 - - 0.1027 - -
Morgan Stanley Emerging Consumer 0.26 - - 0.1096 - -
Morgan Stanley Gender Diversity 1.35 - - 0.0793 - -
Morgan Stanley Genomics 0.49 - - 0.0902 - -
Morgan Stanley Global Frontier 1.08 - - 0.0866 - -
Morgan Stanley Inflation Conscious 1.32 - - 0.0981 - -
Morgan Stanley Market-Tracking 1.25 0.95 - 0.0869 0.1364 -
Morgan Stanley Robotics 0.7 - - 0.1123 - -
Morgan Stanley SRI 1.56 1.2 - 0.0777 0.1178 -
Personal Capital 1.34 0.93 0.71 0.0996 0.1522 0.1291
Schwab 1.39 0.79 0.65 0.081 0.151 0.1261
Schwab Domestic Focus 1.6 - - 0.0919 - -
SigFig 1.23 1.04 0.86 0.0834 0.134 0.1143
SoFi 1.54 1.09 - 0.0819 0.1292 -
TD Ameritrade 1.29 0.97 0.79 0.0952 0.1501 0.1276
TD Ameritrade SRI 1.34 1 - 0.0976 0.1485 -
UBS Advice Advantage 1.22 0.87 - 0.0926 0.158 -
US Bank Automated Investor 1.29 0.97 - 0.0827 0.1424 -
Vanguard Digital Advisor 1.36 - - 0.0756 - -
Vanguard P.A.S. 1.49 0.99 0.82 0.0817 0.1359 0.1148
Wealthfront 1.55 0.92 0.76 0.0914 0.1538 0.1291
Wealthfront PassivePlus 1.18 - - 0.0849 - -
Wells Fargo Intuitive Investor 1.09 0.94 - 0.0949 0.153 -
Zacks Advantage 1.65 0.99 - 0.0841 0.1388 -

Produced by The Robo Report

Risk/ Return Statistics Table Non-60/40 Allocations (Last Updated: 12/31/2021)

Robo Advisor % Equity Allocation 1-Year Sharpe Ratio 3-Year Sharpe Ratio 5-Year Sharpe Ratio 1-Year Standard Deviation 3-Year Standard Deviation 5-Year Standard Deviation
blooom IRA 0.84 1.52 - - 0.1047 - -
Marcus Invest Core IRA 0.98 1.69 0.93 - 0.1247 0.2155 -
Principal SimpleInvest IRA 0.98 1.23 - - 0.1454 - -
Titan Invest 0.99 0.52 - - 0.1923 - -
T Rowe Price ActivePlus Portfolios IRA 1 1.06 0.92 - 0.1729 0.2281 -

Produced by The Robo Report

This analysis was produced by The Robo Report with the help of Markov Process International, Inc.

Risk/ Return Charts (Last Updated: 12/31/2021)

5-Year Sharpe Ratio & Standard Deviation

Produced by The Robo Report

3-Year Sharpe Ratio & Standard Deviation

Produced by The Robo Report

1-Year Sharpe Ratio & Standard Deviation

Produced by The Robo Report

This analysis was produced by The Robo Report with the help of Markov Process International, Inc.