Energy
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% |
| Energy | 0.76% | 1.03% | -50.12% | -49.68% | -46.82% | -48.60% | 18.63% | -25.46% |
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% |
| Energy | 5.54% | -0.64% | 64.24% | 53.27% | -33.32% | 11.72% | -18.03% | -0.90% | 27.86% | -21.45% |
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 |
| Energy | -25.46% | 3.51% | -2.90% | -91.74% | 0.02 | 0.02 | 0.04 | 0.23 |
Total Return
No Taxes, No Rebalancing.