Bogleheads Four Fund
VS
Bogleheads Three Fund
Total Return by Period
Updated: Nov 28, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.23% | 2.18% | 0.35% | 3.71% | 10.34% | 36.04% | 26.40% | 71.95% |
| Bogleheads Four Fund | 0.24% | 2.16% | 0.27% | 3.62% | 9.97% | 35.69% | 26.18% | 72.00% |
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% | -0.33% |
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 71.95% | 6.03% | 5.58% | -36.80% | 0.28 | 0.34 | 0.16 | 0.08 |
| Bogleheads Four Fund | 72.00% | 6.02% | 5.59% | -36.69% | 0.28 | 0.34 | 0.16 | 0.08 |
Total Return
No Taxes, No Rebalancing.