Bogleheads Three Fund
VS
Bogleheads Four Fund
Total Return by Period
Updated: Nov 21, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.74% | -1.06% | -1.94% | 1.27% | 8.85% | 32.80% | 25.15% | 69.98% |
| Bogleheads Four Fund | 0.73% | -1.09% | -1.91% | 1.20% | 8.43% | 32.52% | 25.08% | 70.42% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | -0.33% |
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 69.98% | 5.91% | 5.46% | -36.89% | 0.27 | 0.33 | 0.16 | 0.08 |
| Bogleheads Four Fund | 70.42% | 5.93% | 5.49% | -36.78% | 0.27 | 0.33 | 0.16 | 0.07 |
Total Return
No Taxes, No Rebalancing.