Short-Term US Treasuries (SHY)
VS
Bogleheads Four Fund
Total Return by Period
Updated: Jul 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.53% | -1.07% | -1.07% | 1.81% | 14.10% | 42.40% | 37.71% | 125.60% |
| Short-Term US Treasuries (SHY) | -0.01% | 0.13% | 0.29% | -0.20% | 2.46% | 12.19% | 8.65% | 17.11% |
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% | |
| Short-Term US Treasuries (SHY) | 3.91% | 4.16% | -3.88% | -0.71% | 3.03% | 3.38% | 1.46% | 0.26% | 0.82% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 125.60% | 8.74% | 8.50% | -37.84% | 0.53 | 0.64 | 0.23 | 0.06 |
| Short-Term US Treasuries (SHY) | 17.11% | 1.60% | 1.60% | -6.16% | -0.89 | -1.30 | 0.26 | 0.02 |