US Real Estate Equities (VNQ)
VS
Bogleheads Three Fund
Total Return by Period
Updated: Sep 18, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.28% | -0.39% | -1.15% | -0.17% | 10.15% | 47.54% | 36.54% | 126.04% |
| US Real Estate Equities (VNQ) | -0.96% | -1.99% | -5.68% | -2.77% | 3.72% | 28.50% | 4.86% | 58.60% |
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 | 126.04% | 8.78% | 8.52% | -38.10% | 0.53 | 0.64 | 0.23 | 0.06 |
| US Real Estate Equities (VNQ) | 58.60% | 6.79% | 4.73% | -57.79% | 0.18 | 0.23 | 0.12 | 0.14 |