Bogleheads Four Fund Portfolio
VS
60/40 Portfolio
Total Return by Period
Updated: Nov 07, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 0.10% | -0.84% | 1.47% | 3.51% | 8.74% | 39.36% | 29.61% | 73.15% |
| 60/40 Portfolio | 0.11% | -1.03% | 1.38% | 3.73% | 7.71% | 43.67% | 38.22% | 97.71% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
| 60/40 Portfolio | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 73.15% | 6.09% | 5.66% | -37.32% | 0.29 | 0.35 | 0.16 | 0.08 |
| 60/40 Portfolio | 97.71% | 7.50% | 7.07% | -39.35% | 0.39 | 0.47 | 0.19 | 0.07 |
Total Return
No Taxes, No Rebalancing.