Bogleheads Three Fund
VS
Bogleheads Four Fund
Total Return by Period
Updated: Feb 09, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.46% | 0.69% | 0.87% | 2.46% | 13.50% | 35.41% | 22.85% | 92.21% |
| Bogleheads Four Fund | 0.46% | 0.67% | 0.87% | 2.23% | 12.99% | 35.40% | 23.12% | 92.27% |
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 | 92.21% | 7.14% | 6.77% | -40.23% | 0.38 | 0.46 | 0.18 | 0.08 |
| Bogleheads Four Fund | 92.27% | 7.13% | 6.78% | -40.08% | 0.39 | 0.47 | 0.18 | 0.08 |
Total Return
No Taxes, No Rebalancing.