Golden Butterfly
VS
Bogleheads Three Fund
Total Return by Period
Updated: May 01, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | -0.07% | -0.54% | 2.53% | 0.73% | 21.33% | 49.79% | 43.46% | 129.58% |
| Bogleheads Three Fund | 0.03% | 0.21% | 5.17% | 2.64% | 20.78% | 47.41% | 37.87% | 131.52% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 11.69% | 12.37% | -13.08% | 8.91% | 14.71% | 17.73% | -3.80% | 11.01% | 9.58% | |
| Bogleheads Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 129.58% | 8.73% | 8.69% | -32.60% | 0.65 | 0.83 | 0.27 | 0.05 |
| Bogleheads Three Fund | 131.52% | 9.02% | 8.78% | -39.92% | 0.55 | 0.66 | 0.23 | 0.06 |