Financials
VS
Bogleheads Four 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 Four Fund Portfolio | 0.11% | -0.04% | 0.86% | 6.19% | 12.32% | 41.74% | 37.39% | 72.33% |
| Financials | 0.27% | -1.39% | -2.51% | 1.89% | 12.67% | 53.71% | 119.49% | 114.19% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
| Financials | 30.46% | 11.93% | -10.57% | 34.74% | -2.03% | 31.81% | -13.07% | 21.96% | 22.42% | -1.70% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 72.33% | 6.05% | 5.61% | -36.86% | 0.28 | 0.34 | 0.16 | 0.08 |
| Financials | 114.19% | 10.36% | 7.93% | -55.26% | 0.32 | 0.38 | 0.19 | 0.12 |
Total Return
No Taxes, No Rebalancing.