Bogleheads Three Fund
VS
Sixty Forty
Total Return by Period
Updated: Dec 05, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.04% | -0.06% | 1.13% | 3.10% | 9.19% | 35.53% | 25.42% | 75.15% |
| Sixty Forty | 0.03% | -0.09% | 1.27% | 3.20% | 7.67% | 41.03% | 34.18% | 99.23% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | -0.33% |
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 75.15% | 6.22% | 5.78% | -37.73% | 0.29 | 0.36 | 0.16 | 0.08 |
| Sixty Forty | 99.23% | 7.57% | 7.15% | -39.54% | 0.40 | 0.48 | 0.19 | 0.07 |
Total Return
No Taxes, No Rebalancing.