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

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Risk/ Return Statistics Table (~60/40 Allocations)

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 2.32 0.68 0.69 0.0922 0.1409 0.1179
Ally Invest Managed Portfolios 2.4 0.72 0.0906 0.1305
Axos Invest 2.49 0.77 0.83 0.0957 0.1456 0.1205
BBVA SmartPath 2.22 0.0822
Betterment 2.52 0.68 0.74 0.1012 0.1511 0.1249
Betterment Goldman Sachs Smart Beta 2.42 0.0921
Betterment SRI (legacy) 2.47 0.7 0.0936 0.1417
Capital One Investing 2.26 0.52 0.0844 0.1305
Citi Wealth Builder 2.51 0.0964
Citizens Bank SpeciFi 2.38 0.1002
E*Trade Core 2.5 0.75 0.81 0.0939 0.1399 0.116
E*Trade Core Smart Beta 2.59 0.0886
E*Trade Core SRI 2.6 0.0923
Edelman Financial Engines (EMAP) 2.34 0.1018
Ellevest 2.59 0.68 0.0838 0.1353
Fidelity Go 2.67 0.76 0.0864 0.1344
Fifth Third Bank OptiFi 2.69 0.0867
FutureAdvisor 2.36 0.72 0.73 0.0846 0.1287 0.1072
Interactive Advisors 2.52 0.0834
Interactive Advisors Legg Mason Global Growth and Income 2.49 0.0832
Interactive Advisors State Street Moderate 2.4 0.1004
Interactive Advisors Wisdom Tree Moderate Aggressive 2.41 0.0886
JP Morgan Chase Automated Investing 2.28 0.0762
Liftoff (Ritholtz Wealth Management) 2.52 0.0919
M1 Finance 2.45 0.1009
Merrill Edge Guided Investing 2.49 0.7 0.0929 0.1393
Merrill Edge Guided Investing SRI 2.42 0.0975
Morgan Stanley Active 2.34 0.1015
Morgan Stanley Defense and Cyber Security 2.25 0.1111
Morgan Stanley Emerging Consumer 2.17 0.1168
Morgan Stanley Gender Diversity 2.45 0.0905
Morgan Stanley Genomics 2.04 0.0956
Morgan Stanley Global Frontier 2.54 0.0951
Morgan Stanley Inflation Conscious 2.38 0.1034
Morgan Stanley Market-Tracking 2.41 0.72 0.0987 0.1393
Morgan Stanley Robotics 2.38 0.1225
Morgan Stanley SRI 2.54 0.89 0.0883 0.12
Personal Capital 2.46 0.67 0.71 0.1096 0.154 0.1282
Qapital 2.49 0.1058
Schwab 2.69 0.57 0.68 0.0907 0.1526 0.1263
Schwab Domestic Focus 2.69 0.1039
SigFig 2.41 0.81 0.87 0.0935 0.1369 0.1145
SoFi 2.56 0.81 0.0935 0.1315
TD Ameritrade 2.35 0.74 0.1067 0.152
TD Ameritrade Opportunistic 2.4 0.0831
TD Ameritrade SRI 2.42 0.1056
TIAA Personal Porfolio Active 2.55 0.0918
TIAA Personal Portfolio 2.37 0.74 0.0909 0.1359
TIAA Personal Portfolio SRI 2.51 0.79 0.0901 0.1363
Twine 2.37 0.1058
UBS Advice Advantage 2.39 0.64 0.1066 0.1606
US Bank Automated Investor 2.5 0.094
Vanguard Digital Advisor 2.4 0.0889
Vanguard P.A.S. 2.57 0.73 0.81 0.0914 0.1382 0.1138
Wealthfront 2.54 0.7 0.77 0.1052 0.1555 0.1281
Wealthfront PassivePlus 2.33 0.0926
Wells Fargo Intuitive Investor 2.39 0.72 0.1088 0.1551
Zacks Advantage 2.49 0.72 0.0943 0.1404

Produced by Backend Benchmarking

Risk/ Return Statistics Table (Non-60/40 Allocations)

Robo Advisor % Equity Allocation 1-Year Sharpe Ratio 3-Year Sharpe Ratio 1-Year Standard Deviation 3-Year Standard Deviation
Betterment Income 0% 1.99 0.0104
blooom IRA 83% 2.42 0.1215
Marcus Invest Core IRA 99% 2.49 0.1423
Principal SimpleInvest IRA 98% 2.5 0.1378
T. Rowe Price ActivePlus Portfolios IRA 100% 2.46 0.7 0.1555 0.2277
TD Ameritrade Income 23% 2.51 0.0334
TD Ameritrade Managed Risk 10% 4.31 0.0187
Titan Invest 99% 1.79 0.2111

Produced by Backend Benchmarking

This analysis was produced by Backend Analytics with the help of Markov Process International, Inc.

Risk/ Return Charts

5-Year Sharpe Ratio & Standard Deviation

Produced by Backend Benchmarking

3-Year Sharpe Ratio & Standard Deviation

Produced by Backend Benchmarking

1-Year Sharpe Ratio & Standard Deviation

Produced by Backend Benchmarking

This analysis was produced by Backend Analytics with the help of Markov Process International, Inc.