Short-Term US Treasuries (SHY)
VS
Bogleheads Three 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 Three Fund | -0.14% | 0.14% | 1.35% | 2.80% | 14.98% | 38.76% | 26.34% | 86.17% |
| 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 Three Fund | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | |
| 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 Three Fund | 86.17% | 6.82% | 6.43% | -38.93% | 0.35 | 0.42 | 0.18 | 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.