The Robo Report (R) Edition 37 Covering the Third Quarter of 2025 Has Been Released
MARTINSVILLE, NJ, UNITED STATES, November 18, 2025 /EINPresswire.com/ -- “We are proud to publish the latest edition of The Robo Report®, covering the third quarter of 2025,” announced Ken Schapiro, CFA, Founder of Condor Capital Wealth Management.
This edition of The Robo Report® tracks the performance of 35 accounts at 25 different providers.
“For the one-year performance category, SoFi took the top spot thanks to its significant allocation to large-cap, growth-oriented U.S. equities,” said David Goldstone, CFA, Manager of Investment Research at Condor Capital.
“For the three-year trailing period, SoFi again led the field. Its overweight to large-cap U.S. stocks, paired with a bond sleeve that allocated to municipals, proved especially effective,” Goldstone continued.
Kristopher Jones, CFA, added, "SoFi maintained its leadership over the eight-year period, with Fidelity Go securing second place. Fidelity Go's municipal bond allocation within its fixed-income sleeve has proven particularly effective at managing interest rate volatility while delivering tax-advantaged income."
Robo Report Highlights:
- One-Year Total Performance Winner: SoFi; 2nd: SigFig; 3rd: Vanguard Digital Advisor
- Three-Year Total Performance Winner: SoFi; 2nd: Betterment Climate Impact SRI; 3rd: Fidelity Go
- Eight-Year Total Performance Winner: SoFi; 2nd: Fidelity Go; 3rd: Wealthfront
Performance is partly based on The Robo Report’s innovative method of comparing globally diversified portfolios, called Normalized Benchmarking. A methodology of Normalized Benchmarking, details of how they create the scores and ranking, and the Robo Report (R) and the Robo Ranking (R) are all available for free at condorcapital.com/the-robo-report.
Follow The Robo Report on LinkedIn.
Please see this link for Terms of Use Guidelines for subscribing or using data: condorcapital.com/the-robo-report.
Failure to comply with the guidelines may result in a takedown notice, revocation of your subscription to the firm's research, and/or legal action.
To request written consent or a license, contact The Company at theroboreport@condorcapital.com or call 732-893-8290 and ask for David Goldstone.
Disclaimer of Warranties:
Research is provided "as is" with all faults. The Company disclaims all warranties of any kind regarding the Research, either express or implied, including but not limited to, any implied warranty of merchantability, fitness for a particular purpose, ownership, noninfringement, accuracy of informational content, and absence of viruses and damaging or disabling code.
The Company does not warrant the accuracy, completeness, or timeliness of the Research. The Company shall not be responsible for investment decisions, damages, or other losses resulting from use of Our Research.
Past performance does not guarantee future performance. The Company shall not be considered an "expert" under the Securities Act of 1933. The Company does not warrant that this service complies with the requirements of the FINRA or any similar organization or with the securities laws of any jurisdiction."
Some jurisdictions do not allow the exclusion or limitation of implied warranties, so the above exclusions or limitations may not apply.
This edition of The Robo Report® tracks the performance of 35 accounts at 25 different providers.
“For the one-year performance category, SoFi took the top spot thanks to its significant allocation to large-cap, growth-oriented U.S. equities,” said David Goldstone, CFA, Manager of Investment Research at Condor Capital.
“For the three-year trailing period, SoFi again led the field. Its overweight to large-cap U.S. stocks, paired with a bond sleeve that allocated to municipals, proved especially effective,” Goldstone continued.
Kristopher Jones, CFA, added, "SoFi maintained its leadership over the eight-year period, with Fidelity Go securing second place. Fidelity Go's municipal bond allocation within its fixed-income sleeve has proven particularly effective at managing interest rate volatility while delivering tax-advantaged income."
Robo Report Highlights:
- One-Year Total Performance Winner: SoFi; 2nd: SigFig; 3rd: Vanguard Digital Advisor
- Three-Year Total Performance Winner: SoFi; 2nd: Betterment Climate Impact SRI; 3rd: Fidelity Go
- Eight-Year Total Performance Winner: SoFi; 2nd: Fidelity Go; 3rd: Wealthfront
Performance is partly based on The Robo Report’s innovative method of comparing globally diversified portfolios, called Normalized Benchmarking. A methodology of Normalized Benchmarking, details of how they create the scores and ranking, and the Robo Report (R) and the Robo Ranking (R) are all available for free at condorcapital.com/the-robo-report.
Follow The Robo Report on LinkedIn.
Please see this link for Terms of Use Guidelines for subscribing or using data: condorcapital.com/the-robo-report.
Failure to comply with the guidelines may result in a takedown notice, revocation of your subscription to the firm's research, and/or legal action.
To request written consent or a license, contact The Company at theroboreport@condorcapital.com or call 732-893-8290 and ask for David Goldstone.
Disclaimer of Warranties:
Research is provided "as is" with all faults. The Company disclaims all warranties of any kind regarding the Research, either express or implied, including but not limited to, any implied warranty of merchantability, fitness for a particular purpose, ownership, noninfringement, accuracy of informational content, and absence of viruses and damaging or disabling code.
The Company does not warrant the accuracy, completeness, or timeliness of the Research. The Company shall not be responsible for investment decisions, damages, or other losses resulting from use of Our Research.
Past performance does not guarantee future performance. The Company shall not be considered an "expert" under the Securities Act of 1933. The Company does not warrant that this service complies with the requirements of the FINRA or any similar organization or with the securities laws of any jurisdiction."
Some jurisdictions do not allow the exclusion or limitation of implied warranties, so the above exclusions or limitations may not apply.
David Goldstone
Condor Capital Wealth Management
+1 7323567323
email us here
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