Bogleheads Four Fund
VS
Bogleheads Three Fund
Total Return by Period
Updated: May 18, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.03% | -0.95% | 0.82% | 2.68% | 17.62% | 47.74% | 39.97% | 134.25% |
| Bogleheads Four Fund | 0.07% | -0.90% | 0.88% | 2.70% | 17.34% | 47.86% | 40.24% | 134.24% |
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% | |
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 134.25% | 9.14% | 8.91% | -40.22% | 0.56 | 0.67 | 0.23 | 0.06 |
| Bogleheads Four Fund | 134.24% | 9.13% | 8.91% | -39.77% | 0.57 | 0.68 | 0.23 | 0.06 |