India Equities (INDA)
VS
Bogleheads Four Fund
Total Return by Period
Updated: May 15, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -1.21% | -1.01% | 0.67% | 2.66% | 17.65% | 48.86% | 39.39% | 133.62% |
| India Equities (INDA) | -0.77% | -3.71% | -6.42% | -9.26% | -12.38% | 17.31% | 21.67% | 100.27% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% | |
| India Equities (INDA) | 8.65% | 17.16% | -8.94% | 21.49% | 14.83% | 6.48% | -6.68% | 36.07% | -1.64% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 133.62% | 9.10% | 8.88% | -39.69% | 0.56 | 0.67 | 0.23 | 0.06 |
| India Equities (INDA) | 100.27% | 9.22% | 7.21% | -65.03% | 0.29 | 0.36 | 0.14 | 0.11 |