Financials
VS
Bogleheads Four Fund
Total Return by Period
Updated: Jan 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.53% | 0.06% | 1.41% | 1.55% | 11.65% | 33.35% | 26.19% | 87.69% |
| Financials | -0.21% | 0.70% | -2.71% | 2.04% | 3.23% | 46.17% | 84.59% | 154.11% |
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% | |
| Financials | 30.46% | 11.93% | -10.57% | 34.74% | -2.03% | 31.81% | -13.07% | 21.96% | 22.42% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 87.69% | 6.89% | 6.51% | -39.98% | 0.36 | 0.44 | 0.17 | 0.08 |
| Financials | 154.11% | 12.03% | 9.80% | -64.24% | 0.39 | 0.47 | 0.19 | 0.12 |
Total Return
No Taxes, No Rebalancing.