Financials
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jan 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.38% | -0.27% | 0.08% | 1.11% | 13.34% | 39.28% | 24.09% | 79.16% |
| Financials | 0.29% | -1.24% | 2.33% | 2.25% | 13.94% | 60.05% | 86.33% | 134.14% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | |
| 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 Three Fund | 79.16% | 6.43% | 6.02% | -38.03% | 0.32 | 0.38 | 0.17 | 0.07 |
| Financials | 134.14% | 11.23% | 8.90% | -57.59% | 0.36 | 0.43 | 0.19 | 0.12 |
Total Return
No Taxes, No Rebalancing.