Golden Butterfly
VS
Bogleheads Four Fund
Total Return by Period
Updated: Dec 23, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 0.22% | 1.08% | 1.83% | 4.43% | 18.56% | 45.66% | 35.10% | 94.57% |
| Bogleheads Four Fund | 0.26% | 0.26% | 0.61% | 1.77% | 11.58% | 38.31% | 24.70% | 76.34% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 11.20% | 11.90% | -13.25% | 8.69% | 14.67% | 17.70% | -3.76% | 10.93% | 9.86% | -3.24% |
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 94.57% | 7.05% | 6.90% | -31.46% | 0.47 | 0.61 | 0.22 | 0.06 |
| Bogleheads Four Fund | 76.34% | 6.27% | 5.85% | -37.69% | 0.30 | 0.37 | 0.17 | 0.08 |
Total Return
No Taxes, No Rebalancing.