Consumer Staples
VS
Bogleheads Four Fund
Total Return by Period
Updated: Dec 30, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.03% | 0.07% | 0.37% | 1.24% | 12.55% | 39.44% | 23.64% | 77.35% |
| Consumer Staples | -0.17% | 0.83% | -0.79% | -0.13% | -0.28% | 4.83% | 15.86% | 54.78% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
| Consumer Staples | 12.19% | -0.85% | -0.84% | 17.12% | 10.00% | 27.34% | -7.94% | 12.93% | 4.97% | 6.83% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 77.35% | 6.33% | 5.91% | -37.65% | 0.31 | 0.37 | 0.17 | 0.07 |
| Consumer Staples | 54.78% | 5.46% | 4.48% | -32.01% | 0.17 | 0.21 | 0.17 | 0.07 |
Total Return
No Taxes, No Rebalancing.