Bogleheads Three Fund
VS
Harry Brown Permanent
Total Return by Period
Updated: Jul 29, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.96% | -1.41% | -1.70% | 0.53% | 11.99% | 40.26% | 34.26% | 120.24% |
| Harry Brown Permanent | -0.66% | -1.22% | -1.14% | -3.22% | 9.56% | 39.42% | 30.72% | 87.61% |
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 | 120.24% | 8.51% | 8.24% | -37.93% | 0.51 | 0.61 | 0.22 | 0.06 |
| Harry Brown Permanent | 87.61% | 6.62% | 6.51% | -28.57% | 0.46 | 0.62 | 0.23 | 0.05 |