Financials
VS
Bogleheads Three Fund
Total Return by Period
Updated: Nov 21, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.74% | -1.06% | -1.94% | 1.27% | 8.85% | 32.80% | 25.15% | 69.98% |
| Financials | 1.10% | -1.49% | -2.71% | -3.55% | 2.99% | 44.17% | 90.10% | 110.90% |
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% | -0.33% |
| 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 Three Fund | 69.98% | 5.91% | 5.46% | -36.89% | 0.27 | 0.33 | 0.16 | 0.08 |
| Financials | 110.90% | 10.20% | 7.77% | -55.14% | 0.31 | 0.37 | 0.18 | 0.12 |
Total Return
No Taxes, No Rebalancing.