Bogleheads Four Fund
VS
Sixty Forty
Total Return by Period
Updated: Mar 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.14% | -0.59% | -1.79% | 1.08% | 17.10% | 48.41% | 36.63% | 126.10% |
| Sixty Forty | -0.26% | -0.58% | -1.46% | -0.39% | 15.56% | 51.16% | 41.22% | 147.08% |
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 | 126.10% | 8.77% | 8.52% | -40.09% | 0.54 | 0.64 | 0.22 | 0.06 |
| Sixty Forty | 147.08% | 9.73% | 9.49% | -42.76% | 0.59 | 0.71 | 0.23 | 0.06 |
Total Return
No Taxes, No Rebalancing.