Bogleheads Four Fund
VS
Sixty Forty
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 |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.12% | 1.03% | 2.35% | 2.23% | 12.67% | 33.93% | 26.90% | 87.34% |
| Sixty Forty | -0.05% | 0.74% | 1.42% | 1.48% | 9.71% | 38.80% | 34.47% | 110.87% |
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 | 87.34% | 6.87% | 6.49% | -39.64% | 0.36 | 0.43 | 0.17 | 0.08 |
| Sixty Forty | 110.87% | 8.13% | 7.77% | -41.55% | 0.45 | 0.55 | 0.20 | 0.07 |
Total Return
No Taxes, No Rebalancing.