Category: Performance

Posted on November 20, 2020

Overview:

Saving for retirement is one of the most critical and personal objectives for investors. In The Robo Report, we try to make this process easier by providing transparency on retirement robo advisors. This article will primarily take a particular look at three standout robos whose performance has been stellar over the last three years: SoFi, T. Rowe Price, and Fidelity Go

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Posted on November 13, 2020

  • Four of the six SRI portfolios outperformed their standard counterparts among those with a two-year performance history, despite higher fund fees for SRI options
  • The two cases where the standard portfolio outperformed—Ellevest and TD Ameritrade—were only by a small margin
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Posted on November 11, 2020

  • Titan continues its outperformance, returning 38.38% over the past year
  • Morgan Stanley & Wealthsimple emerging as performance leaders
  • SigFig maintains top 4-year total portfolio performance spot
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Posted on September 15, 2020

  • Through the first half of 2020 results were mixed, with five of eight SRI portfolios outperforming their respective standard portfolios
  • Betterment SRI, Merrill Edge SRI, and Morgan Stanley SRI lead the way over the first half of 2020
  • Over the trailing 2-year period, all five SRI portfolios outperformed their non-SRI counterparts at the same provider despite higher fund fees
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Posted on August 24, 2020

  • On the surface, many robos describe their TLH services similarly but, in practice, we are seeing meaningful differences in execution
  • TD Ameritrade, Schwab, and Wealthfront accounts stood out for having significant TLH trades
  • SigFig, Citizens Bank, and UBS show little or no activity during the period
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Posted on August 21, 2020

  • Equity markets declined sharply in March giving robos an opportunity for timely rebalancing trades
  • Schwab, Wealthfront, Edelman, and more had notable rebalances from bonds to stocks during the lows
  • The juggernaut Vanguard and others did not rebalance during the entire six-month period
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