Bogleheads Four Fund
VS
Sixty Forty
Total Return by Period
Updated: Nov 04, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 1.18% | 0.10% | 0.26% | -0.65% | 9.19% | 50.11% | 33.80% | 132.31% |
| Sixty Forty | 1.09% | -0.04% | 0.36% | -0.18% | 8.98% | 52.53% | 36.68% | 156.94% |
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 | 132.31% | 9.04% | 8.82% | -38.27% | 0.56 | 0.68 | 0.24 | 0.06 |
| Sixty Forty | 156.94% | 10.12% | 9.93% | -40.58% | 0.62 | 0.76 | 0.25 | 0.06 |