Bogleheads Four Fund
VS
Sixty Forty
Total Return by Period
Updated: Sep 25, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.44% | 0.35% | -0.88% | 1.34% | 11.19% | 52.18% | 37.68% | 124.88% |
| Sixty Forty | 0.37% | 0.37% | -0.73% | 1.80% | 10.42% | 53.83% | 40.89% | 147.81% |
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% | |
| Sixty Forty | 14.87% | 17.85% | -16.93% | 14.59% | 15.85% | 21.83% | -3.09% | 14.06% | 8.76% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 124.88% | 8.72% | 8.47% | -37.30% | 0.53 | 0.64 | 0.23 | 0.06 |
| Sixty Forty | 147.81% | 9.76% | 9.53% | -39.65% | 0.59 | 0.72 | 0.25 | 0.06 |