US Dollar (UUP)
VS
Bogleheads Three Fund Portfolio
Total Return by Period
Updated: Nov 14, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund Portfolio | -0.08% | 0.07% | 0.11% | 2.96% | 10.36% | 34.42% | 26.94% | 73.07% |
| US Dollar (UUP) | 0.14% | -0.18% | 1.30% | 2.82% | -6.64% | -1.99% | 12.31% | 8.37% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund Portfolio | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | -0.33% |
| US Dollar (UUP) | 13.47% | 3.66% | 9.47% | 5.73% | -6.66% | 4.09% | 7.05% | -9.10% | 3.16% | 7.01% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund Portfolio | 73.07% | 6.09% | 5.65% | -37.41% | 0.28 | 0.34 | 0.16 | 0.08 |
| US Dollar (UUP) | 8.37% | 1.09% | 0.81% | -15.42% | -0.26 | -0.33 | 0.07 | 0.07 |
Total Return
No Taxes, No Rebalancing.