US Equities (VTI)
VS
Bogleheads Four Fund
Total Return by Period
Updated: Apr 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.10% | 1.63% | -1.94% | -1.00% | 14.25% | 40.07% | 33.78% | 122.62% |
| US Equities (VTI) | 0.16% | 1.64% | -3.33% | -3.42% | 17.86% | 64.74% | 65.97% | 262.73% |
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 | 122.62% | 8.61% | 8.35% | -39.61% | 0.52 | 0.62 | 0.22 | 0.06 |
| US Equities (VTI) | 262.73% | 14.59% | 13.78% | -64.99% | 0.63 | 0.77 | 0.22 | 0.08 |