US Equities (VTI)
VS
Bogleheads Three Fund
Total Return by Period
Updated: May 15, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -1.18% | -1.00% | 0.66% | 2.65% | 18.03% | 48.71% | 39.16% | 133.57% |
| US Equities (VTI) | -1.27% | -0.04% | 3.48% | 8.09% | 26.31% | 85.61% | 80.55% | 308.46% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% | |
| 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 Three Fund | 133.57% | 9.11% | 8.88% | -40.16% | 0.56 | 0.67 | 0.23 | 0.06 |
| US Equities (VTI) | 308.46% | 15.79% | 15.15% | -65.32% | 0.70 | 0.84 | 0.24 | 0.08 |