Long-Term US Treasuries (TLT)
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jul 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 1.24% | 0.54% | -0.66% | 1.76% | 13.72% | 41.71% | 35.94% | 123.65% |
| Long-Term US Treasuries (TLT) | -0.06% | -0.44% | -3.17% | -2.56% | -1.10% | -6.95% | -34.80% | -22.16% |
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% | |
| 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 Three Fund | 123.65% | 8.66% | 8.41% | -38.00% | 0.52 | 0.63 | 0.23 | 0.06 |
| Long-Term US Treasuries (TLT) | -22.16% | -1.43% | -2.48% | -65.23% | -0.30 | -0.45 | -0.02 | 0.27 |