US Equities (VTI)
VS
Bogleheads Four Fund
Total Return by Period
Updated: Nov 26, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.50% | 1.79% | -0.41% | 3.00% | 9.72% | 34.41% | 25.82% | 73.76% |
| US Equities (VTI) | 0.69% | 2.82% | -0.97% | 4.48% | 11.83% | 65.94% | 77.72% | 210.73% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
| US Equities (VTI) | 23.75% | 26.01% | -19.50% | 25.61% | 20.83% | 30.58% | -5.31% | 21.16% | 12.78% | 0.46% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 73.76% | 6.13% | 5.69% | -36.94% | 0.29 | 0.35 | 0.17 | 0.08 |
| US Equities (VTI) | 210.73% | 13.08% | 12.03% | -59.16% | 0.55 | 0.66 | 0.22 | 0.08 |
Total Return
No Taxes, No Rebalancing.