Long-Term US Treasuries (TLT)
VS
Bogleheads Four Fund
Total Return by Period
Updated: Mar 18, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -1.06% | -1.43% | -3.29% | 0.40% | 14.40% | 45.01% | 35.46% | 121.54% |
| Long-Term US Treasuries (TLT) | -0.57% | -0.21% | -2.55% | -0.34% | -0.20% | -8.58% | -24.47% | -11.78% |
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 | 121.54% | 8.57% | 8.30% | -39.99% | 0.51 | 0.61 | 0.21 | 0.06 |
| Long-Term US Treasuries (TLT) | -11.78% | -0.15% | -1.25% | -71.34% | -0.21 | -0.32 | -0.00 | 0.26 |