Bogleheads Four Fund
VS
Sixty Forty
Total Return by Period
Updated: Jan 08, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.03% | 1.09% | 0.11% | 3.16% | 13.41% | 36.84% | 22.89% | 86.32% |
| Sixty Forty | -0.05% | 0.86% | -0.02% | 3.08% | 11.11% | 42.39% | 31.90% | 112.22% |
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 | 86.32% | 6.82% | 6.44% | -39.03% | 0.36 | 0.43 | 0.17 | 0.07 |
| Sixty Forty | 112.22% | 8.20% | 7.83% | -41.18% | 0.46 | 0.55 | 0.20 | 0.07 |
Total Return
No Taxes, No Rebalancing.