US Equities (VTI)
VS
Bogleheads Four Fund
Total Return by Period
Updated: Aug 03, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.70% | 1.10% | -0.51% | 2.29% | 15.58% | 45.64% | 36.57% | 124.80% |
| US Equities (VTI) | 1.53% | 2.37% | 0.58% | 5.02% | 23.70% | 74.47% | 76.67% | 292.57% |
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% | |
| US Equities (VTI) | 23.81% | 26.05% | -19.52% | 25.66% | 21.05% | 30.65% | -5.22% | 21.21% | 12.83% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 124.80% | 8.72% | 8.47% | -37.49% | 0.53 | 0.64 | 0.23 | 0.06 |
| US Equities (VTI) | 292.57% | 15.42% | 14.71% | -60.74% | 0.68 | 0.82 | 0.25 | 0.08 |