Tag: Normalized Benchmark

Posted on November 6, 2019

Prudential, Axos Invest, and Acorns Lead YTD

Amongst our taxable robos, Prudential, Axos Invest (formerly WiseBanyan), and Acorns are the top performers YTD for performance above/below the Normalized Benchmark. All three portfolios have above-average allocations to domestic stocks, which have outperformed international equities consistently over the past three years. Axos Invest has emerged as a long-term performance leader, proving that a simple portfolio can achieve strong long-term performance. Axos’s domestic equity allocation relies almost entirely on the Vanguard Total Stock Market ETF, and their fixed income consists of high-yield and investment-grade corporate bonds. 

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Posted on November 1, 2019

Top Performers:

2-Year Trailing Top Performers  (annualized):

  • Fidelity Go IRA
  • T. Rowe Price IRA
  • Axos Invest IRA
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Posted on September 10, 2019

Top Performers*:

1-Year Trailing Top Performers

  • Fidelity Go IRA – 6.55%
  • TD Ameritrade IRA – 5.87%
  • WiseBanyan IRA – 5.61%

2-Year Trailing Top Performers

  • Fidelity Go IRA – 8.25%
  • WiseBanyan IRA – 8.07%
  • TD Ameritrade IRA – 7.45%

*Based on Total Portfolio Return above/below Normalized Benchmark

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Posted on September 4, 2019

After faltering at the end of last year, U.S. and global markets have returned to a period of strong growth in 2019, with the S&P 500 returning 4.30% in the second quarter.  While this was considerably less than the first quarter’s return of 13.65%, due largely in part to markets rebounding sharply following a December selloff, the combined return marks the best first half-year performance for domestic markets since 1997.  Many trends from the first quarter continued through the second quarter, as mid-cap continued its outperformance and growth once again outperformed value. Growth has experienced a multi-year dominance, outperforming value YTD, as well as over the trailing one-, two-, and three-year periods.

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