Short-Term US Treasuries (SHY)
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jul 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.06% | -0.59% | -1.25% | 2.50% | 13.17% | 41.62% | 35.18% | 122.37% |
| Short-Term US Treasuries (SHY) | 0.09% | 0.06% | 0.08% | 0.04% | 2.30% | 12.26% | 8.48% | 16.90% |
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% | |
| 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 Three Fund | 122.37% | 8.61% | 8.35% | -37.93% | 0.52 | 0.62 | 0.23 | 0.06 |
| Short-Term US Treasuries (SHY) | 16.90% | 1.58% | 1.58% | -6.15% | -0.90 | -1.32 | 0.26 | 0.02 |