US Equities (VTI)
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jan 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.12% | 1.03% | 2.33% | 2.48% | 13.10% | 33.97% | 26.96% | 86.61% |
| US Equities (VTI) | -0.06% | 1.18% | 2.33% | 2.69% | 14.49% | 68.23% | 76.85% | 248.91% |
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% | |
| US Equities (VTI) | 23.75% | 26.01% | -19.50% | 25.61% | 20.83% | 30.58% | -5.31% | 21.16% | 12.78% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 86.61% | 6.84% | 6.45% | -39.47% | 0.36 | 0.43 | 0.17 | 0.08 |
| US Equities (VTI) | 248.91% | 14.21% | 13.34% | -64.75% | 0.61 | 0.74 | 0.22 | 0.08 |
Total Return
No Taxes, No Rebalancing.