Short-Term US Treasuries (SHY)
VS
Bogleheads Four Fund
Total Return by Period
Updated: Feb 27, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.15% | 0.13% | 1.35% | 2.63% | 14.68% | 38.77% | 26.61% | 85.94% |
| Short-Term US Treasuries (SHY) | 0.13% | 0.23% | 0.23% | 0.12% | 0.86% | 2.70% | -3.64% | -1.91% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | |
| Short-Term US Treasuries (SHY) | 3.89% | 4.15% | -3.88% | -0.71% | 3.03% | 3.36% | 1.45% | 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 | 85.94% | 6.80% | 6.41% | -38.92% | 0.35 | 0.42 | 0.17 | 0.08 |
| Short-Term US Treasuries (SHY) | -1.91% | -0.18% | -0.19% | -7.42% | -1.90 | -2.49 | -0.02 | 0.04 |
Total Return
No Taxes, No Rebalancing.