Robo War Experiment (RWE) Update – March 2025

This Opinion post first appeared in my blog here: https://pwlcm.wordpress.com/2025/04/02/robo-war-experiment-rwe-update-march-2025/

This is a performance update to my Robo War Experiment (RWE) posted here:
https://pwlcm.wordpress.com/2025/03/04/robo-war-experiment-rwe-update-february-2025/

Disclaimer: This post is just for educational sharing purposes. Please do your own due diligence on any products mentioned in this post.

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Performance Update

Here is the March 2025 Performance Update:

March 2025 became more bearish than the previous month for all 5 robo advisor portfolios and 3 benchmark indices, and all of them sunk into negative territory in terms of YTD Returns.

In terms of XIRR since inception, Endowus declined further to under 7%, but retained the leader position among the robo advisors, still beating both MSCI indices, but lagging behind S&P 500 index.

Key Observations

1. All 5 robo advisor portfolios and the 3 benchmark indices plunged further in red in March 2025, as well as their YTD performance.

2. Endowus portfolio continued to lead the robo advisors with XIRR since inception at 6.88%, leading both MSCI indices but lagging behind S&P index.

Referral Links

Endowus: https://endowus.com/invite?code=J6YV3
Syfe: https://www.syfe.com/invite/wealth/SRPTRJTFQ
StashAway: https://www.stashaway.sg/referrals/choonght43
MoneyOwl: https://moneyowl.com.sg/app/accounts/sign-up?referral_code=5FZY-58AG
SquirrelSave: https://app.squirrelsave.com.sg/Start/Referralcode?referralid=2996