Performance November 3, 2017

    The robo revolution is well underway, and with the passage of time comes an important ingredient in evaluating robo-advisors: performance history.

    Analytics firm Backend Benchmarking studies robo returns, maintaining accounts with similar risk profiles at various firms and sharing the findings with their subscribers quarterly. Barron's recently reported on Backend's Q2 data.

    And the results? Schwab Intelligent Portfolios® had the top one-year return among the portfolios studied—those with allocations roughly equivalent to 60% equities and 40% bonds.

    The Barron's cover story also explores the history of robo-advisors and the ways they’re evolving to meet more investors' needs.

    Read the full article.

    The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

    Data here is obtained from what are considered reliable sources; however, its accuracy, completeness or reliability cannot be guaranteed.

    Investing involves risk including loss of principal.

    Past performance is no guarantee of future results.

    Please read the Schwab Intelligent Portfolios disclosures' brochures for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios.

    Schwab Intelligent Portfolios® is made available through Charles Schwab & Co., Inc. (“Schwab”), a dually registered broker dealer and investment adviser. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("CSIA"). Free credit balances are swept into deposit accounts at Charles Schwab Bank (“Schwab Bank”). Brokerage products and accounts are offered by Schwab, Member SIPC. CSIA, Schwab Bank, and Schwab are affiliates and subsidiaries of The Charles Schwab Corporation.


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