Bogleheads Four Fund
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jul 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.52% | -1.02% | -1.04% | 1.75% | 14.40% | 42.30% | 37.47% | 125.54% |
| Bogleheads Four Fund | -0.53% | -1.07% | -1.07% | 1.81% | 14.10% | 42.40% | 37.71% | 125.60% |
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 | 125.54% | 8.75% | 8.50% | -38.28% | 0.53 | 0.64 | 0.23 | 0.06 |
| Bogleheads Four Fund | 125.60% | 8.74% | 8.50% | -37.84% | 0.53 | 0.64 | 0.23 | 0.06 |