US Equities (VTI)
VS
Bogleheads Three Fund
Total Return by Period
Updated: Dec 16, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.14% | 0.00% | 1.78% | 1.41% | 9.81% | 36.04% | 24.01% | 76.82% |
| US Equities (VTI) | -0.29% | -0.56% | 3.13% | 2.83% | 11.03% | 73.52% | 72.33% | 224.94% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | -0.33% |
| 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 Three Fund | 76.82% | 6.31% | 5.88% | -38.03% | 0.30 | 0.37 | 0.17 | 0.08 |
| US Equities (VTI) | 224.94% | 13.52% | 12.54% | -61.88% | 0.57 | 0.69 | 0.22 | 0.08 |
Total Return
No Taxes, No Rebalancing.