Ray Dalio All Weather Portfolio
VS
Bogleheads Three Fund Portfolio
Total Return by Period
Updated: Nov 07, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather Portfolio | 0.05% | -0.75% | 0.52% | 4.26% | 6.72% | 25.71% | 8.45% | 52.88% |
| Bogleheads Three Fund Portfolio | 0.10% | -0.82% | 1.44% | 3.58% | 8.99% | 39.69% | 29.74% | 72.58% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather Portfolio | 5.10% | 9.93% | -19.34% | 7.98% | 16.13% | 18.37% | -2.89% | 11.64% | 6.64% | -3.19% |
| Bogleheads Three Fund Portfolio | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | -0.33% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather Portfolio | 52.88% | 4.63% | 4.35% | -39.25% | 0.19 | 0.25 | 0.12 | 0.09 |
| Bogleheads Three Fund Portfolio | 72.58% | 6.06% | 5.62% | -37.35% | 0.28 | 0.34 | 0.16 | 0.08 |
Total Return
No Taxes, No Rebalancing.