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

If you’re looking for the written content, including top performers, performance commentary, and the Robo Ranking, please refer to your email or click here to subscribe.

Risk/ Return Statistics Table ~60/40 Allocations (Last Updated: 06/30/2022)

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 -1.17 0.25 0.32 0.1156 0.1477 0.1251
Ally Invest Robo Portfolios -1.18 0.26 0.34 0.1131 0.1381 0.1173
Axos Invest -1.05 0.32 0.39 0.1309 0.1556 0.1313
Betterment -1.14 0.27 0.32 0.1232 0.1587 0.1337
Betterment Broad Impact SRI -1.22 - - 0.1198 - -
Betterment Climate Impact SRI -1.21 - - 0.1198 - -
Betterment Social Impact SRI -1.27 0.1207
Betterment SRI (legacy) -1.23 0.25 - 0.1179 0.1497 -
Citi Wealth Builder -1.11 - - 0.1141 - -
Citizens Bank SpeciFi -1.21 0.26 - 0.1268 0.1518 -
E*Trade Core -1.22 0.29 0.35 0.1169 0.1473 0.1244
E*Trade Core SRI -1.04 0.33 - 0.1152 0.1498 -
Edelman Financial Engines (EMAP) -1.19 0.23 - 0.1339 0.1582 -
Ellevest -1.08 0.31 0.36 0.104 0.141 0.1184
Fidelity Go -1.05 0.34 0.42 0.1136 0.1417 0.1201
FutureAdvisor -1.22 0.28 0.32 0.1077 0.1367 0.1146
Interactive Advisors -1.23 0.26 - 0.0999 0.1275 -
JP Morgan Chase Automated Investing -1.36 0.25 - 0.0982 0.1162 -
Liftoff (Ritholtz Wealth Management) -1.2 0.25 - 0.1139 0.1487 -
Marcus Invest Core -0.96 - - 0.1143 - -
Marcus Invest Smart Beta -1.03 - - 0.1117 - -
Marcus Invest SRI -1.06 - - 0.1181 - -
Merrill Edge Guided Investing -0.94 0.32 0.37 0.1183 0.1488 0.1235
Merrill Edge Guided Investing SRI -1.13 0.36 - 0.1262 0.1441 -
Morgan Stanley Active -1.33 0.25 - 0.1305 0.1457 -
Morgan Stanley Defense and Cyber Security -1.14 0.21 - 0.1423 0.1636 -
Morgan Stanley Emerging Consumer -1.51 0.17 - 0.147 0.1593 -
Morgan Stanley Gender Diversity -1.35 0.28 - 0.1127 0.1321 -
Morgan Stanley Genomics -1.61 0.14 - 0.1222 0.1305 -
Morgan Stanley Global Frontier -1.42 0.17 - 0.1227 0.145 -
Morgan Stanley Inflation Conscious -0.83 0.31 - 0.1213 0.1675 -
Morgan Stanley Market-Tracking -1.15 0.27 - 0.1246 0.1477 -
Morgan Stanley Robotics -1.5 0.28 - 0.152 0.1692 -
Morgan Stanley SRI -1.27 0.35 - 0.1105 0.1282 -
Personal Capital -0.88 0.35 0.36 0.1306 0.1621 0.1376
Schwab -1.12 0.28 0.31 0.1052 0.1573 0.1315
Schwab Domestic Focus -0.89 0.35 - 0.1201 0.1619 -
SigFig -1.21 0.35 0.41 0.1147 0.1435 0.1222
SoFi -1.11 0.35 0.39 0.1236 0.1414 0.1198
Stash Smart Portfolio -1.39 - - 0.1337 - -
TD Ameritrade (legacy Essential and Selective Portfolios) -1.06 0.3 0.36 0.1403 0.1636 0.1386
TD Ameritrade SRI -1.05 0.33 - 0.1419 0.1625 -
UBS Advice Advantage -1.1 0.28 - 0.1313 0.1685 -
US Bank Automated Investor -1.26 0.3 - 0.1194 0.1523 -
Vanguard Digital Advisor -1.23 - - 0.1085 - -
Vanguard P.A.S. -1.11 0.33 0.39 0.1129 0.1447 0.1224
Wealthfront (Risk 4.0 ; 2018) -1.11 0.32 - 0.1168 0.1441 -
Wealthfront (Risk 4.0 ; 2016) -0.75 0.41 0.44 0.1268 0.1636 0.1375
Wealthfront PassivePlus (Risk 4.0 ; 2019) -1.38 0.18 - 0.117 0.1532 -
Wells Fargo Intuitive Investor -1.32 0.25 - 0.1349 0.1654 -
Zacks Advantage -0.8 0.4 - 0.118 0.1485 -

Produced by The Robo Report

Risk/ Return Statistics Table Non-60/40 Allocations (Last Updated: 06/30/2022)

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 79% -0.96 - - 0.1494 - -
Marcus Invest Core IRA 99% -0.69 0.39 - 0.184 0.2302 -
Principal SimpleInvest IRA 97% -0.84 - - 0.1878 - -
T Rowe Price ActivePlus Portfolios IRA 100% -0.91 0.32 - 0.2191 0.2432 -
Titan Invest 76% -1.41 0.38 - 0.2198 0.2551 -
Titan Invest Offshore 67% -2.03 - - 0.2405 - -

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: 06/30/2022)

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.