Bogleheads Four Fund
VS
Sixty Forty
Total Return by Period
Updated: Aug 14, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.16% | 0.24% | 2.72% | 3.87% | 14.95% | 50.35% | 38.51% | 128.21% |
| Sixty Forty | -0.16% | 0.28% | 2.58% | 3.82% | 14.31% | 51.69% | 42.30% | 151.31% |
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 | 128.21% | 8.87% | 8.63% | -37.23% | 0.54 | 0.65 | 0.24 | 0.06 |
| Sixty Forty | 151.31% | 9.90% | 9.68% | -39.52% | 0.60 | 0.73 | 0.25 | 0.06 |