US Real Estate Equities (VNQ)
VS
Bogleheads Three Fund Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund Portfolio | 0.09% | -0.13% | 0.79% | 6.25% | 12.55% | 42.02% | 37.21% | 72.27% |
| US Real Estate Equities (VNQ) | 0.26% | -3.52% | -2.45% | 0.29% | -5.28% | 7.51% | 16.44% | 10.41% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund Portfolio | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | -0.33% |
| US Real Estate Equities (VNQ) | 4.88% | 11.54% | -26.07% | 40.33% | -4.65% | 28.84% | -6.09% | 4.85% | 8.60% | 2.44% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund Portfolio | 72.27% | 6.06% | 5.60% | -36.88% | 0.28 | 0.34 | 0.16 | 0.08 |
| US Real Estate Equities (VNQ) | 10.41% | 3.21% | 1.00% | -55.66% | 0.01 | 0.01 | 0.06 | 0.18 |
Total Return
No Taxes, No Rebalancing.