Bogleheads Four Fund
VS
Sixty Forty
Total Return by Period
Updated: Jan 16, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.07% | 0.11% | 1.79% | 2.39% | 13.53% | 34.87% | 24.66% | 89.99% |
| Sixty Forty | -0.10% | -0.14% | 1.04% | 2.25% | 10.95% | 40.54% | 32.83% | 115.78% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | |
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 89.99% | 7.01% | 6.64% | -39.85% | 0.37 | 0.45 | 0.18 | 0.07 |
| Sixty Forty | 115.78% | 8.36% | 8.01% | -42.00% | 0.47 | 0.57 | 0.20 | 0.07 |
Total Return
No Taxes, No Rebalancing.