Posted on March 5, 2020
- The recent shock from the coronavirus has pushed the down S&P 500 down as much as 15%
- The drop provided robo advisors with an opportunity to place tax-loss harvesting trades
- Most robos exhibited similar upside and downside capture ratios, with a few exceptions
Posted on February 28, 2020
Top Robo Advisor Retirement Providers – Total Portfolio Performance:
2-Year Trailing Top IRA Performers (annualized)
- Fidelity Go
- T Rowe Price
- Axos Invest
1-Year Trailing Top IRA Performers
- Fidelity Go
- TD Ameritrade
- SoFi
Posted on February 25, 2020
Investing with a focus on environmental, social, and governance (ESG), also known as socially responsible investing (SRI), has increased rapidly in popularity as of late. Morningstar reported that ESG/SRI funds had a net inflow of $20.6 billion dollars in 2019. This is a 300% increase from net flows in 2018. But how is ESG/SRI performance?
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Posted on February 24, 2020
Welcome to the first Backend Benchmarking company update of 2020! We are excited to share that our latest Robo Report and Robo Ranking were recently released, an update on our development progress (we are getting there!), information on our most recent media appearances, and good news about our blog.
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Posted on February 21, 2020
Backend Benchmarking is the only place to see accurate performance data sourced from real accounts we have open at each provider. See which robos have performed best and why!
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