Bogleheads Four Fund
VS
Harry Brown Permanent
Total Return by Period
Updated: Mar 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.14% | -0.59% | -1.79% | 1.08% | 17.10% | 48.41% | 36.63% | 126.10% |
| Harry Brown Permanent | -0.06% | 0.00% | 0.25% | 5.83% | 26.30% | 57.74% | 49.09% | 118.00% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% | |
| Harry Brown Permanent | 11.59% | 11.44% | -13.91% | 4.10% | 16.68% | 16.49% | -1.76% | 10.77% | 5.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 126.10% | 8.77% | 8.52% | -40.09% | 0.54 | 0.64 | 0.22 | 0.06 |
| Harry Brown Permanent | 118.00% | 8.12% | 8.13% | -30.48% | 0.66 | 0.89 | 0.27 | 0.05 |
Total Return
No Taxes, No Rebalancing.