US Equities (VTI)
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jun 24, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.16% | -0.34% | -0.60% | 8.81% | 16.20% | 47.26% | 37.30% | 134.88% |
| US Equities (VTI) | -0.01% | -0.58% | -1.55% | 14.17% | 22.77% | 76.17% | 74.78% | 309.52% |
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 | 134.88% | 9.17% | 8.94% | -39.96% | 0.56 | 0.68 | 0.23 | 0.06 |
| US Equities (VTI) | 309.52% | 15.83% | 15.19% | -65.33% | 0.70 | 0.85 | 0.24 | 0.08 |