US High Yield Bonds (HYG)
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 High Yield Bonds (HYG) | -0.49% | -0.85% | -0.96% | -0.24% | 6.17% | 28.44% | 19.81% | 62.20% |
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 High Yield Bonds (HYG) | 7.97% | 11.53% | -11.00% | 3.74% | 4.46% | 14.08% | -2.02% | 6.07% | 13.42% |
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 High Yield Bonds (HYG) | 62.20% | 5.19% | 4.97% | -28.45% | 0.26 | 0.32 | 0.18 | 0.04 |