US Real Estate Equities (VNQ)
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jan 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.12% | 1.03% | 2.33% | 2.48% | 13.10% | 33.97% | 26.96% | 86.61% |
| US Real Estate Equities (VNQ) | -1.03% | -1.97% | 1.10% | 0.57% | -1.49% | -0.97% | 5.30% | 16.20% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | |
| US Real Estate Equities (VNQ) | 4.88% | 11.54% | -26.07% | 40.33% | -4.65% | 28.84% | -6.09% | 4.85% | 8.60% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 86.61% | 6.84% | 6.45% | -39.47% | 0.36 | 0.43 | 0.17 | 0.08 |
| US Real Estate Equities (VNQ) | 16.20% | 3.69% | 1.52% | -58.40% | 0.03 | 0.04 | 0.06 | 0.18 |
Total Return
No Taxes, No Rebalancing.