US Corporate Bonds (LQD)
VS
Bogleheads Three Fund Portfolio


Total Return by Period

Updated: Nov 14, 2025

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Bogleheads Three Fund Portfolio-0.08%0.07%0.11%2.96%10.36%34.42%26.94%73.07%
US Corporate Bonds (LQD)-0.27%-0.42%-1.74%0.46%1.89%4.51%-18.79%-4.36%

Total Return by Year

Name2024202320222021202020192018201720162015
Bogleheads Three Fund Portfolio10.65%15.77%-15.94%10.99%13.51%19.89%-4.89%15.08%7.25%-0.33%
US Corporate Bonds (LQD)0.85%9.39%-17.90%-1.86%10.95%17.29%-3.78%7.02%6.17%-1.23%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Bogleheads Three Fund Portfolio73.07%6.09%5.65%-37.41%0.280.340.160.08
US Corporate Bonds (LQD)-4.36%-0.07%-0.45%-35.45%-0.35-0.46-0.000.14

Total Return

No Taxes, No Rebalancing.

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