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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Total Portfolio Returns ~60/40 Allocations (Last Updated: 06/30/2022)
| Robo Advisor | 2Q 2022 | YTD | 1-Year Trailing | 2-Year Trailing (Annualized) | 3-Year Trailing (Annualized) | 4-Year Trailing (Annualized) | 5-Year Trailing (Annualized) |
|---|---|---|---|---|---|---|---|
| Acorns (1) | -0.1118 | -0.1619 | -0.1304 | 0.0356 | 0.0334 | 0.0403 | 0.044 |
| Ally Invest Robo Portfolios (9) | -0.1057 | -0.1537 | -0.1285 | 0.0387 | 0.0328 | 0.0402 | 0.0449 |
| Axos Invest (8) | -0.1182 | -0.1641 | -0.1334 | 0.0462 | 0.0449 | 0.0511 | 0.0549 |
| Betterment (27) | -0.1103 | -0.1537 | -0.1358 | 0.0533 | 0.0374 | 0.0429 | 0.0456 |
| Betterment Broad Impact SRI (32) | -0.1111 | -0.1657 | -0.1399 | - | - | - | - |
| Betterment Climate Impact SRI (32) | -0.1109 | -0.1679 | -0.1395 | - | - | - | - |
| Betterment Social Impact SRI (32) | -0.1127 | -0.1674 | -0.1461 | - | - | - | - |
| Betterment SRI (legacy) (27) | -0.1096 | -0.1632 | -0.1385 | 0.0397 | 0.0336 | 0.04 | - |
| Citi Wealth Builder (40) | -0.105 | -0.1481 | -0.1227 | 0.0546 | - | - | - |
| Citizens Bank SpeciFi (7) | -0.1146 | -0.1655 | -0.1474 | 0.0375 | 0.0353 | - | - |
| E*Trade Core (21) | -0.106 | -0.155 | -0.1372 | 0.0424 | 0.0389 | 0.0446 | 0.0484 |
| E*Trade Core SRI (23) | -0.0969 | -0.1482 | -0.1164 | 0.0575 | 0.0459 | - | - |
| Edelman Financial Engines (EMAP) (4) | -0.1249 | -0.1786 | -0.1529 | 0.0339 | 0.0298 | - | - |
| Ellevest (38) | -0.0884 | -0.1315 | -0.1095 | 0.0501 | 0.0402 | 0.0437 | 0.048 |
| Fidelity Go (33) | -0.1036 | -0.1504 | -0.1162 | 0.0528 | 0.0446 | 0.0499 | 0.0557 |
| FutureAdvisor (3) | -0.1063 | -0.1546 | -0.126 | 0.0313 | 0.0358 | 0.0404 | 0.042 |
| Interactive Advisors (24) | -0.0952 | -0.1353 | -0.1185 | 0.0412 | 0.0315 | - | - |
| JP Morgan Chase Automated Investing (7) | -0.1013 | -0.1524 | -0.1275 | 0.0177 | 0.0291 | - | - |
| Liftoff (Ritholtz Wealth Management) (3) | -0.1033 | -0.144 | -0.1318 | 0.0438 | 0.0321 | - | - |
| Marcus Invest Core (7) | -0.0971 | -0.1408 | -0.1073 | - | - | - | - |
| Marcus Invest Smart Beta (7) | -0.0975 | -0.1467 | -0.112 | - | - | - | - |
| Marcus Invest SRI (7) | -0.1018 | -0.1501 | -0.1221 | - | - | - | - |
| Merrill Edge Guided Investing (31) | -0.1014 | -0.1432 | -0.1095 | 0.0571 | 0.0441 | 0.0473 | 0.0505 |
| Merrill Edge Guided Investing SRI (31) | -0.1161 | -0.1671 | -0.1381 | 0.0421 | 0.0485 | - | - |
| Morgan Stanley Active (3) | -0.1148 | -0.176 | -0.1641 | 0.0269 | 0.0319 | - | - |
| Morgan Stanley Defense and Cyber Security (7) | -0.1233 | -0.1689 | -0.1566 | 0.0375 | 0.028 | - | - |
| Morgan Stanley Emerging Consumer (7) | -0.1072 | -0.1823 | -0.2057 | 0.0084 | 0.0202 | - | - |
| Morgan Stanley Gender Diversity (7) | -0.1093 | -0.17 | -0.1448 | 0.0309 | 0.0355 | - | - |
| Morgan Stanley Genomics (7) | -0.1054 | -0.175 | -0.1828 | -0.0056 | 0.0167 | - | - |
| Morgan Stanley Global Frontier (7) | -0.1187 | -0.1785 | -0.1639 | 0.0295 | 0.0209 | - | - |
| Morgan Stanley Inflation Conscious (7) | -0.0985 | -0.1238 | -0.1009 | 0.0693 | 0.0453 | - | - |
| Morgan Stanley Market Tracking (12) | -0.1087 | -0.1586 | -0.1387 | 0.0427 | 0.036 | 0.0406 | - |
| Morgan Stanley Robotics (7) | -0.132 | -0.2083 | -0.211 | 0.0234 | 0.0392 | - | - |
| Morgan Stanley SRI (7) | -0.1076 | -0.1699 | -0.1344 | 0.0389 | 0.0431 | 0.0498 | - |
| Personal Capital (4) | -0.1153 | -0.1427 | -0.1145 | 0.0737 | 0.0502 | 0.0485 | 0.0525 |
| Schwab (5) | -0.0941 | -0.1326 | -0.1141 | 0.0612 | 0.0379 | 0.0367 | 0.0434 |
| Schwab Domestic Focus (5) | -0.1029 | -0.1354 | -0.1057 | 0.0841 | 0.0517 | - | - |
| SigFig (6) | -0.1071 | -0.1551 | -0.1337 | 0.0394 | 0.0464 | 0.0509 | 0.0553 |
| SoFi (17) | -0.1139 | -0.1645 | -0.1326 | 0.0472 | 0.0467 | 0.0486 | 0.0514 |
| Stash Smart Portfolio (30) | -0.1372 | -0.1934 | -0.1744 | - | - | - | - |
| TD Ameritrade (10) (legacy Essential and Selective Portfolios) | -0.1227 | -0.1728 | -0.1441 | 0.0455 | 0.0427 | 0.0474 | 0.0524 |
| TD Ameritrade Automated Investing (7) | -0.1245 | -0.1709 | - | - | - | - | - |
| TD Ameritrade SRI (45) | -0.1229 | -0.1785 | -0.1449 | 0.0476 | 0.0468 | - | - |
| UBS Advice Advantage (7) | -0.1158 | -0.1608 | -0.1403 | 0.0501 | 0.0391 | 0.0405 | - |
| US Bank Automated Investor (28) | -0.1093 | -0.1656 | -0.1439 | 0.0385 | 0.0405 | - | - |
| Vanguard Digital Advisor (7) | -0.1067 | -0.1547 | -0.1281 | 0.0369 | - | - | - |
| Vanguard P.A.S. (43) | -0.1037 | -0.1529 | -0.1218 | 0.0515 | 0.0438 | 0.0468 | 0.052 |
| Wealthfront (Risk 4.0 ; 2016) (44) | -0.1008 | -0.124 | -0.0958 | 0.0837 | 0.061 | 0.0585 | 0.0643 |
| Wealthfront (Risk 4.0 ; 2018) (44) | -0.1015 | -0.1533 | -0.1261 | 0.0467 | 0.0432 | 0.0479 | - |
| Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) | -0.1083 | -0.1746 | -0.1524 | 0.0232 | 0.0219 | - | - |
| Wells Fargo Intuitive Investor (14) | -0.129 | -0.1866 | -0.1685 | 0.0354 | 0.034 | 0.0393 | - |
| Zacks Advantage (29) | -0.099 | -0.1357 | -0.0943 | 0.0677 | 0.0556 | 0.055 | - |
Produced by The Robo Report
Returns are net of fees and are as of 06/30/2022. All returns for periods longer than one year are annualized.
Numbers in parentheses correspond to disclosures found here.
Total Portfolio Returns vs. Normalized Benchmark ~60/40 Allocations (Last Updated: 06/30/2022)
| Robo Advisor | 2Q 2022 Return vs. Benchmark | YTD Return Above/Below Benchmark | 1-Year Trailing Return Above/Below Benchmark | 2-Year Trailing Return Above/Below Benchmark (Annualized) | 3-Year Trailing Return Above/Below Benchmark (Annualized) | 4-Year Trailing Return Above/Below Benchmark (Annualized) | 5-Year Trailing Return Above/Below Benchmark (Annualized) |
|---|---|---|---|---|---|---|---|
| Acorns (1) | -0.0034 | -0.0046 | -0.0019 | -0.0063 | -0.0109 | -0.0084 | -0.0096 |
| Ally Invest Robo Portfolios (9) | 0.0015 | 0.0024 | 0.0014 | 0.0003 | -0.0093 | -0.0069 | -0.0066 |
| Axos Invest (8) | -0.0028 | -0.0001 | 0.0024 | 0.0027 | 0.0002 | 0.0022 | 0.0008 |
| Betterment (27) | 0.0059 | 0.011 | 0.0004 | 0.0084 | -0.008 | -0.0065 | -0.0092 |
| Betterment Broad Impact SRI (32) | 0.0001 | -0.0058 | -0.0075 | - | - | - | - |
| Betterment Climate Impact SRI (32) | -0.0016 | -0.0098 | -0.0089 | - | - | - | - |
| Betterment Social Impact SRI (32) | -0.0022 | -0.0082 | -0.0144 | - | - | - | - |
| Betterment SRI (legacy) (27) | 0.0007 | -0.0041 | -0.0058 | 0.0014 | -0.0083 | -0.0069 | - |
| Citi Wealth Builder (40) | 0.0047 | 0.0104 | 0.0066 | 0.0092 | - | - | - |
| Citizens Bank SpeciFi (7) | 0.0006 | -0.0018 | -0.0118 | -0.006 | -0.0094 | - | - |
| E*Trade Core (21) | 0.0049 | 0.0046 | -0.0042 | 0.0041 | -0.003 | -0.0023 | -0.0032 |
| E*Trade Core SRI (23) | 0.0134 | 0.0108 | 0.0161 | 0.018 | 0.0033 | - | - |
| Edelman Financial Engines (EMAP) (4) | -0.0092 | -0.0143 | -0.0188 | -0.016 | -0.0186 | - | - |
| Ellevest (38) | 0.019 | 0.0247 | 0.0216 | 0.0175 | 0.0015 | -0.0009 | -0.0016 |
| Fidelity Go (33) | 0.007 | 0.009 | 0.0167 | 0.0131 | 0.0019 | 0.0024 | 0.0034 |
| FutureAdvisor (3) | -0.003 | -0.0022 | 0.0009 | -0.0039 | -0.0045 | -0.0056 | -0.0081 |
| Interactive Advisors (24) | 0.008 | 0.0169 | 0.0089 | 0.0096 | -0.0068 | - | - |
| JP Morgan Chase Automated Investing (7) | -0.0019 | -0.0037 | -0.0026 | -0.0094 | -0.0068 | - | - |
| Liftoff (Ritholtz Wealth Management) (3) | 0.0068 | 0.0149 | 0.0001 | 0.0047 | -0.0103 | - | - |
| Marcus Invest Core (7) | 0.0117 | 0.0168 | 0.0242 | - | - | - | - |
| Marcus Invest Smart Beta (7) | 0.0112 | 0.0109 | 0.0195 | - | - | - | - |
| Marcus Invest SRI (7) | 0.0095 | 0.0099 | 0.0115 | - | - | - | - |
| Merrill Edge Guided Investing (31) | 0.0086 | 0.0156 | 0.0207 | 0.0141 | 0.001 | -0.0008 | -0.0021 |
| Merrill Edge Guided Investing SRI (31) | -0.0041 | -0.0064 | -0.0063 | -0.0031 | 0.0019 | - | - |
| Morgan Stanley Active (3) | 0.0003 | -0.0123 | -0.0289 | -0.018 | -0.0137 | - | - |
| Morgan Stanley Defense and Cyber Security (7) | -0.0015 | 0.0012 | -0.0191 | -0.0162 | -0.0225 | - | - |
| Morgan Stanley Emerging Consumer (7) | 0.0124 | -0.0143 | -0.0687 | -0.0441 | -0.0295 | - | - |
| Morgan Stanley Gender Diversity (7) | -0.0033 | -0.015 | -0.0197 | -0.015 | -0.0115 | - | - |
| Morgan Stanley Genomics (7) | 0.0002 | -0.0204 | -0.0554 | -0.0398 | -0.0235 | - | - |
| Morgan Stanley Global Frontier (7) | 0.0029 | -0.0086 | -0.0263 | -0.0225 | -0.0287 | - | - |
| Morgan Stanley Inflation Conscious (7) | 0.0146 | 0.038 | 0.0303 | 0.022 | -0.0024 | - | - |
| Morgan Stanley Market Tracking (12) | 0.0068 | 0.0054 | -0.0045 | -0.0009 | -0.009 | -0.0086 | - |
| Morgan Stanley Robotics (7) | -0.0137 | -0.0415 | -0.076 | -0.0314 | -0.0121 | - | - |
| Morgan Stanley SRI (7) | -0.0011 | -0.0145 | -0.0081 | -0.0059 | -0.003 | -0.0003 | - |
| Personal Capital (4) | 0.0088 | 0.0297 | 0.0248 | 0.0162 | -0.0021 | -0.0058 | -0.008 |
| Schwab (5) | 0.014 | 0.0243 | 0.0166 | 0.0263 | -0.0015 | -0.0083 | -0.0078 |
| Schwab Domestic Focus (5) | 0.0085 | 0.0248 | 0.0261 | 0.0414 | 0.0078 | - | - |
| SigFig (6) | 0.0019 | 0.0027 | -0.0041 | -0.0046 | 0.001 | 0.0014 | 0.0012 |
| SoFi (17) | -0.0049 | -0.0066 | -0.0038 | 0.0053 | 0.0024 | -0.0001 | -0.0001 |
| Stash Smart Portfolio (30) | -0.0246 | -0.0322 | -0.0396 | - | - | - | - |
| TD Ameritrade (10) (legacy Essential and Selective Portfolios) | 0.0004 | -0.0015 | -0.0045 | -0.0067 | -0.007 | -0.0052 | -0.0056 |
| TD Ameritrade Automated Investing (7) | -0.0097 | -0.0075 | - | - | - | - | - |
| TD Ameritrade SRI (45) | 0.0003 | -0.007 | -0.0053 | -0.004 | -0.0038 | - | - |
| UBS Advice Advantage (7) | 0.014 | 0.0078 | -0.003 | -0.0031 | -0.0123 | -0.0133 | - |
| US Bank Automated Investor (28) | 0.0057 | -0.0097 | -0.0135 | 0.0038 | 0.0005 | - | - |
| Vanguard Digital Advisor (7) | 0.0046 | -0.0022 | -0.0025 | -0.0028 | - | - | - |
| Vanguard P.A.S. (43) | 0.0135 | 0.0047 | 0.0076 | 0.0104 | 0 | -0.0015 | -0.0008 |
| Wealthfront (Risk 4.0 ; 2016) (44) | 0.0279 | 0.0436 | 0.042 | 0.0391 | 0.0158 | 0.0092 | 0.0096 |
| Wealthfront (Risk 4.0 ; 2018) (44) | 0.0199 | 0.0079 | 0.0074 | 0.0082 | 0.0012 | 0.0009 | - |
| Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) | 0.011 | -0.0152 | -0.02 | -0.0096 | -0.0169 | - | - |
| Wells Fargo Intuitive Investor (14) | -0.0048 | -0.0227 | -0.0317 | -0.0054 | -0.0091 | -0.0084 | - |
| Zacks Advantage (29) | 0.0178 | 0.0214 | 0.036 | 0.0277 | 0.0126 | 0.0075 | - |
Produced by The Robo Report
Returns are net of fees and are as of 06/30/2022. All returns for periods longer than one year are annualized.
Numbers in parentheses correspond to disclosures found here.
Total Portfolio Returns Non-60/40 Allocations (Last Updated: 06/30/2022)
| Robo Advisor | % Equity Allocation | 2Q 2022 | 2Q 2022 Return vs. Benchmark | YTD | YTD Return Above/Below Benchmark | 1-Year Trailing | 1-Year Trailing Return Above/Below Benchmark | 2-Year Trailing (Annualized) | 2-Year Trailing Return Above/Below Benchmark (Annualized) | 3-Year Trailing (Annualized) | 3-Year Trailing Return Above/Below Benchmark (Annualized) | 4-Year Trailing (Annualized) | 4-Year Trailing Return Above/Below Benchmark (Annualized) | 5-Year Trailing (Annualized) | 5-Year Trailing Return Above/Below Benchmark (Annualized) |
| blooom IRA (41) | 79% | -0.133 | -0.0247 | -0.1833 | -0.0256 | -0.1412 | -0.0216 | 0.0696 | -0.0222 | - | - | - | - | - | - |
| Marcus Invest Core IRA (3) | 99% | -0.1473 | 0.0058 | -0.1889 | 0.0116 | -0.1327 | 0.0264 | 0.1061 | 0.0163 | 0.0712 | 0.0042 | - | - | - | - |
| Principal SimpleInvest IRA (7) | 97% | -0.1426 | 0.0087 | -0.1971 | 0.0017 | -0.1593 | -0.0016 | 0.0839 | -0.0051 | - | - | - | - | - | - |
| T Rowe Price ActivePlus Portfolios IRA (13) | 100% | -0.1632 | -0.0091 | -0.2266 | -0.025 | -0.1981 | -0.0383 | 0.0774 | -0.0137 | 0.0559 | -0.0117 | 0.0551 | -0.0095 | - | - |
| Titan Invest (3) | 76% | -0.1616 | -0.0129 | -0.2707 | -0.0867 | -0.2814 | -0.1398 | 0.0125 | -0.0901 | 0.0722 | -0.0028 | - | - | - | - |
| Titan Invest Offshore (3) | 67% | -0.1222 | 0.0072 | -0.2489 | -0.0822 | -0.4014 | -0.2784 | - | - | - | - | - | - | - | - |
Produced by The Robo Report
Returns are net of fees and are as of 06/30/2022. All returns for periods longer than one year are annualized.
Numbers in parentheses correspond to disclosures found here.
