Robo War Experiment (RWE) Update – May 2025

This Opinion post first appeared in my blog here: https://pwlcm.wordpress.com/2025/06/03/robo-war-experiment-rwe-update-may-2025/

This is a performance update to my Robo War Experiment (RWE) posted here:
https://pwlcm.wordpress.com/2025/05/07/robo-war-experiment-rwe-update-april-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 May 2025 Performance Update:

After 3 months of negative returns, all 5 robo advisor portfolios and 3 benchmark indices finally had their monthly return back to positive territory in May 2025. Their YTD Returns and XIRR since inception improved compared with that of April 2025.

Endowus continued to retain the leader position among the robo advisors in terms of XIRR since inception, but this time slightly lagging behind MSCI World Index, beating the MSCI ACWI by about 1.2%, and lagging behind the S&P 500 index by about 2.3%.

Key Observations

1. All 5 robo advisor portfolios and 3 benchmark indices had their monthly return back to positive territory in May 2025.
2. Endowus continued to retain the leader position among the robo advisors in terms of XIRR since inception.

Referral Links

Endowus: https://endowus.com/invite?code=J6YV3
Syfe: https://www.syfe.com/invite/wealth/SRPTRJTFQ
StashAway: https://www.stashaway.sg/referrals/

MoneyOwl: https://moneyowl.com.sg/app/accounts/sign-up?referral_code=5FZY-58AG
SquirrelSave: https://app.squirrelsave.com.sg/Start/Referralcode?referralid=2996