US Equities (VTI)
VS
Bogleheads Three Fund
Total Return by Period
Updated: Oct 13, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.04% | -0.24% | 0.46% | 0.03% | 10.02% | 51.81% | 37.24% | 127.20% |
| US Equities (VTI) | -0.07% | -0.32% | 2.53% | 2.65% | 17.97% | 85.55% | 78.22% | 308.67% |
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 | 127.20% | 8.83% | 8.58% | -38.12% | 0.54 | 0.65 | 0.23 | 0.06 |
| US Equities (VTI) | 308.67% | 15.81% | 15.17% | -61.84% | 0.70 | 0.85 | 0.26 | 0.08 |