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Total Portfolio Returns
Data tables last updated: 3/31/2026
Returns are net of fees, and all returns for periods longer than one year are annualized.
Total Portfolio Returns ~60/40 Allocations
Total Portfolio Returns vs. Normalized Benchmark ~60/40 Allocations
| Portfolio | 1Q 2026 Return vs. Benchmark | YTD Return vs. 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) | 6-Year Trailing Return Above/Below Benchmark (Annualized) | 7-Year Trailing Return Above/Below Benchmark (Annualized) | 8-Year Trailing Return Above/Below Benchmark (Annualized) |
|---|---|---|---|---|---|---|---|---|---|---|
| Acorns (1) | -0.12% | -0.12% | -2.28% | -1.85% | -1.78% | -1.93% | -1.62% | -1.59% | -1.58% | -1.26% |
| Ally Invest Robo Portfolios (9) | 0.99% | 0.99% | 0.31% | -0.25% | -0.57% | -0.43% | -0.52% | -0.54% | -0.69% | -0.61% |
| Axos Invest (8) | -0.01% | -0.01% | -2.38% | -1.09% | -1.00% | -0.86% | -0.52% | -0.43% | -0.41% | -0.22% |
| Betterment (27) | 0.87% | 0.87% | 0.61% | -0.20% | -0.72% | -0.63% | -0.79% | -0.41% | -0.95% | -0.94% |
| Betterment Broad Impact SRI (32) | -0.40% | -0.40% | -1.05% | -0.94% | -0.94% | -0.49% | -0.63% | - | - | - |
| Betterment Climate Impact SRI (32) | -0.83% | -0.83% | -1.31% | -0.24% | -0.05% | -0.09% | -0.32% | - | - | - |
| Betterment Social Impact SRI (32) | -0.27% | -0.27% | -0.74% | -0.43% | -0.47% | -0.48% | -0.74% | - | - | - |
| Betterment SRI (legacy) (27) | 0.38% | 0.38% | 0.74% | -1.02% | -1.13% | -0.69% | -0.78% | -0.69% | -0.79% | -0.83% |
| Betterment Innovative Technology (32) | 0.49% | 0.49% | - | - | - | - | - | - | - | - |
| Citi Wealth Builder (40) | 0.07% | 0.07% | -0.33% | 0.10% | -0.45% | -0.62% | -0.47% | -0.34% | - | - |
| Citizens Bank SpeciFi (7) | 0.80% | 0.80% | 0.51% | 0.23% | -0.37% | -0.58% | -0.84% | -0.95% | -0.85% | - |
| E*Trade Core (21) | 0.19% | 0.19% | -0.43% | -0.52% | -0.85% | -0.96% | -1.11% | -0.67% | -0.78% | -0.70% |
| E*Trade Core SRI (23) | -0.87% | -0.87% | -0.53% | -2.23% | -1.92% | -0.98% | -0.86% | -0.75% | -0.73% | - |
| Edelman Financial Engines (EMAP) (4) | -0.45% | -0.45% | -3.34% | -2.95% | -2.73% | -2.74% | -2.61% | -2.59% | -2.36% | - |
| Fidelity Go (33) | 0.04% | 0.04% | 0.04% | -0.18% | 0.24% | 0.69% | 0.78% | 0.44% | 0.33% | 0.45% |
| Interactive Advisors (24) | 2.44% | 2.44% | 0.45% | 0.40% | -1.07% | -0.86% | -0.74% | -0.77% | -0.99% | - |
| Merrill Guided Investing (31) | -0.10% | -0.10% | -0.95% | -1.49% | -1.00% | -0.43% | -0.15% | -0.37% | -0.41% | -0.37% |
| Merrill Guided Investing SRI (31) | -0.47% | -0.47% | -1.23% | -0.79% | -0.81% | -0.92% | -0.84% | -0.78% | -0.44% | - |
| Empower (Personal Capital) (4) | 2.56% | 2.56% | -0.47% | -0.25% | -1.25% | -1.04% | -0.54% | -0.79% | -0.95% | -0.99% |
| Robinhood (3) | -0.87% | -0.87% | - | - | - | - | - | - | - | - |
| Schwab Intelligent Portfolios (5) | 2.35% | 2.35% | 1.90% | 0.36% | -0.52% | -0.03% | -0.09% | 0.27% | -0.57% | -0.77% |
| Schwab Domestic Focus (5) | 2.45% | 2.45% | 1.11% | -0.50% | -0.37% | 0.06% | 0.38% | 0.92% | - | - |
| SigFig (6) | 0.16% | 0.16% | -0.14% | 0.54% | 0.05% | -0.21% | -0.33% | -0.36% | -1.04% | -0.17% |
| SoFi (17) | -0.55% | -0.55% | 1.27% | 0.72% | 0.95% | 0.68% | 0.59% | 0.46% | 0.54% | 0.37% |
| Stash Smart Portfolio (30) | -0.12% | -0.12% | -1.53% | -0.44% | -0.58% | -1.01% | -1.26% | - | - | - |
| TD Automated Investing (7) | -0.23% | -0.23% | -0.94% | -0.21% | -0.23% | -0.83% | - | - | - | - |
| Vanguard Digital Advisor (7) | -0.03% | -0.03% | -0.80% | -0.10% | 0.11% | -0.01% | -0.06% | -0.24% | - | - |
| Vanguard Personal Advisor (43) | -0.26% | -0.26% | -0.68% | -0.65% | -0.08% | 0.15% | 0.16% | 0.12% | -0.05% | -0.05% |
| Wealthfront (Risk 4.0 ; 2016) (44) | 1.77% | 1.77% | -0.45% | -0.54% | -0.61% | 0.07% | 0.60% | 0.89% | 0.24% | 0.30% |
| Wealthfront (Risk 4.0 ; 2018) (44) | -0.20% | -0.20% | -2.12% | -0.97% | -0.56% | -0.16% | -0.30% | -0.44% | -0.29% | -0.14% |
| Wells Fargo Intuitive Investor (14) | 0.77% | 0.77% | -0.77% | -0.36% | -0.07% | -0.66% | -0.99% | -0.26% | -0.62% | -0.52% |
| Webull (2) | -0.25% | -0.25% | - | - | - | - | - | - | - | - |
| Zacks Advantage (29) | 0.32% | 0.32% | -2.68% | -2.04% | -1.34% | -0.80% | -0.12% | -0.07% | -0.16% | -0.10% |
Total Portfolio Returns Non-60/40 Allocations
Total Portfolio Returns vs. Normalized Benchmark Non-60/40 Allocations
| Portfolio | 1Q 2026 Return vs. Benchmark | YTD Return vs. 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) | 6-Year Trailing Return Above/Below Benchmark (Annualized) | 7-Year Trailing Return Above/Below Benchmark (Annualized) | 8-Year Trailing Return Above/Below Benchmark (Annualized) |
|---|---|---|---|---|---|---|---|---|---|---|
| T Rowe Price ActivePlus Portfolios IRA (13) | 0.92% | 0.92% | -3.79% | -2.96% | -1.97% | -2.04% | -2.47% | -1.93% | -1.55% | -1.36% |