Long-Term US Treasuries (TLT)
VS
Bogleheads Four Fund
Total Return by Period
Updated: Jul 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.23% | 0.37% | 0.71% | 5.75% | 15.30% | 47.04% | 38.10% | 128.44% |
| Long-Term US Treasuries (TLT) | -0.02% | -1.22% | -1.15% | -1.61% | 0.76% | -4.75% | -32.13% | -20.72% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% | |
| Long-Term US Treasuries (TLT) | -8.06% | 2.78% | -31.24% | -4.61% | 18.15% | 14.12% | -1.61% | 9.17% | 1.17% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 128.44% | 8.87% | 8.64% | -37.91% | 0.54 | 0.66 | 0.23 | 0.06 |
| Long-Term US Treasuries (TLT) | -20.72% | -1.23% | -2.30% | -65.24% | -0.28 | -0.43 | -0.02 | 0.27 |