Energy
VS
Bogleheads Three Fund Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund Portfolio | 0.09% | -0.13% | 0.79% | 6.25% | 12.55% | 42.02% | 37.21% | 72.27% |
| Energy | 0.73% | 0.07% | -0.88% | 2.97% | -0.52% | -3.02% | 206.86% | 23.43% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund Portfolio | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | -0.33% |
| 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 Three Fund Portfolio | 72.27% | 6.06% | 5.60% | -36.88% | 0.28 | 0.34 | 0.16 | 0.08 |
| Energy | 23.43% | 6.65% | 2.13% | -77.51% | 0.12 | 0.16 | 0.09 | 0.23 |
Total Return
No Taxes, No Rebalancing.