Harry Brown Permanent
VS
Bogleheads Four 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 |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.03% | 0.25% | 5.21% | 2.59% | 20.44% | 47.63% | 38.04% | 131.66% |
| Harry Brown Permanent | -0.02% | -0.76% | 1.69% | -0.24% | 19.11% | 46.55% | 41.51% | 108.57% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% | |
| 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 Four Fund | 131.66% | 9.01% | 8.79% | -39.50% | 0.56 | 0.67 | 0.23 | 0.06 |
| Harry Brown Permanent | 108.57% | 7.67% | 7.65% | -30.49% | 0.60 | 0.81 | 0.25 | 0.05 |