US Real Estate Equities (VNQ)
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jun 18, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.71% | 0.96% | 1.41% | 10.02% | 19.09% | 46.51% | 40.82% | 133.08% |
| US Real Estate Equities (VNQ) | -0.05% | -2.10% | -1.15% | 8.83% | 10.55% | 28.52% | 13.53% | 65.46% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% | |
| US Real Estate Equities (VNQ) | 4.81% | 11.77% | -26.24% | 40.50% | -4.64% | 28.86% | -6.02% | 4.88% | 8.60% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 133.08% | 9.09% | 8.85% | -39.29% | 0.56 | 0.67 | 0.23 | 0.06 |
| US Real Estate Equities (VNQ) | 65.46% | 7.22% | 5.18% | -58.62% | 0.20 | 0.25 | 0.12 | 0.14 |