Our Historical Returns

How we think about benchmarking returns

Taxes matter

Maximizing pre-tax returns does not maximize your after-tax returns.

Wealthfront exclusively focuses on maximizing your after-tax returns by:

  • Using low-cost index funds
  • Rebalancing your portfolio with dividends
  • Using different asset allocations for taxable and retirement account
  • Implementing Tax-loss Harvesting
Learn more about how we minimize your taxes

Risk matters

Individuals often compare diversified portfolio returns against a stock index like the S&P 500®.

That is not a good comparison because a stock-only portfolio has a much higher risk than a diversified portfolio.

How to benchmark your portfolio
Invest in a tax-optimized, globally-diversified portfolio today
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