US Equities (VTI)
VS
Bogleheads Four Fund
Total Return by Period
Updated: Oct 21, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.28% | 0.49% | -0.11% | 1.45% | 8.78% | 54.65% | 36.32% | 126.68% |
| US Equities (VTI) | 0.55% | 0.60% | 0.50% | 4.23% | 15.89% | 88.97% | 73.43% | 304.76% |
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 | 126.68% | 8.80% | 8.55% | -37.44% | 0.54 | 0.65 | 0.23 | 0.06 |
| US Equities (VTI) | 304.76% | 15.71% | 15.05% | -61.59% | 0.69 | 0.84 | 0.26 | 0.08 |