Bogleheads Four Fund
VS
Golden Butterfly
Total Return by Period
Updated: Jan 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 0.60% | 1.99% | 6.46% | 7.72% | 22.15% | 45.97% | 44.72% | 108.71% |
| Bogleheads Four Fund | -0.12% | 1.03% | 2.35% | 2.23% | 12.67% | 33.93% | 26.90% | 87.34% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 11.20% | 11.90% | -13.25% | 8.69% | 14.67% | 17.70% | -3.76% | 10.93% | 9.86% | |
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 108.71% | 7.75% | 7.65% | -31.85% | 0.55 | 0.72 | 0.24 | 0.06 |
| Bogleheads Four Fund | 87.34% | 6.87% | 6.49% | -39.64% | 0.36 | 0.43 | 0.17 | 0.08 |
Total Return
No Taxes, No Rebalancing.