Bogleheads Three Fund
VS
Golden Butterfly
Total Return by Period
Updated: Apr 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | -0.11% | 1.63% | 5.60% | 2.80% | 25.02% | 52.30% | 45.15% | 134.71% |
| Bogleheads Three Fund | -0.13% | 1.86% | 5.57% | 3.86% | 25.00% | 47.28% | 38.13% | 129.22% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 11.69% | 12.37% | -13.08% | 8.91% | 14.71% | 17.73% | -3.80% | 11.01% | 9.58% | |
| Bogleheads Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 134.71% | 8.96% | 8.94% | -32.88% | 0.67 | 0.86 | 0.27 | 0.05 |
| Bogleheads Three Fund | 129.22% | 8.92% | 8.68% | -39.39% | 0.54 | 0.65 | 0.23 | 0.06 |