Bogleheads Three Fund
VS
Golden Butterfly
Total Return by Period
Updated: Oct 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | -0.09% | 0.09% | 1.77% | 0.15% | 5.22% | 55.09% | 37.49% | 117.16% |
| Bogleheads Three Fund | 0.17% | 0.19% | 0.98% | 1.05% | 7.50% | 56.92% | 35.41% | 128.13% |
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 | 117.16% | 8.18% | 8.09% | -30.54% | 0.58 | 0.76 | 0.27 | 0.05 |
| Bogleheads Three Fund | 128.13% | 8.87% | 8.62% | -38.18% | 0.54 | 0.66 | 0.23 | 0.06 |