Harry Brown Permanent
VS
Bogleheads Four Fund
Total Return by Period
Updated: Jul 21, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.62% | -0.33% | 0.47% | 2.49% | 14.20% | 43.26% | 37.10% | 125.18% |
| Harry Brown Permanent | 0.62% | -0.07% | -0.30% | -2.87% | 10.79% | 40.58% | 32.61% | 90.79% |
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 | 125.18% | 8.73% | 8.48% | -37.66% | 0.53 | 0.64 | 0.23 | 0.06 |
| Harry Brown Permanent | 90.79% | 6.79% | 6.69% | -28.67% | 0.48 | 0.64 | 0.24 | 0.05 |