Bogleheads Three Fund
VS
Bogleheads Four Fund
Total Return by Period
Updated: Mar 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.57% | -0.01% | 0.57% | 2.69% | 13.12% | 36.83% | 25.87% | 82.98% |
| Bogleheads Four Fund | -0.55% | 0.01% | 0.57% | 2.52% | 12.80% | 36.84% | 26.06% | 82.87% |
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% | |
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 82.98% | 6.66% | 6.25% | -38.47% | 0.34 | 0.40 | 0.17 | 0.08 |
| Bogleheads Four Fund | 82.87% | 6.64% | 6.24% | -38.30% | 0.34 | 0.40 | 0.17 | 0.08 |
Total Return
No Taxes, No Rebalancing.