Bogleheads Three Fund
VS
Sixty Forty
Total Return by Period
Updated: May 08, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.68% | 1.68% | 4.42% | 3.84% | 22.04% | 49.84% | 38.94% | 133.33% |
| Sixty Forty | 0.55% | 1.52% | 5.06% | 4.10% | 21.19% | 53.11% | 43.46% | 155.51% |
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% | |
| Sixty Forty | 14.87% | 17.85% | -16.93% | 14.59% | 15.85% | 21.83% | -3.09% | 14.06% | 8.76% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 133.33% | 9.10% | 8.86% | -39.64% | 0.56 | 0.67 | 0.23 | 0.06 |
| Sixty Forty | 155.51% | 10.07% | 9.86% | -41.51% | 0.62 | 0.74 | 0.24 | 0.06 |