Bogleheads Three Fund
VS
Harry Brown Permanent
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 |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.13% | 1.86% | 5.57% | 3.86% | 25.00% | 47.28% | 38.13% | 129.22% |
| Harry Brown Permanent | -0.26% | 1.35% | 4.82% | 2.03% | 21.97% | 50.16% | 42.97% | 113.42% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% | |
| Harry Brown Permanent | 11.59% | 11.44% | -13.91% | 4.10% | 16.68% | 16.49% | -1.76% | 10.77% | 5.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 129.22% | 8.92% | 8.68% | -39.39% | 0.54 | 0.65 | 0.23 | 0.06 |
| Harry Brown Permanent | 113.42% | 7.91% | 7.90% | -30.63% | 0.63 | 0.85 | 0.26 | 0.05 |