Financials
VS
Bogleheads Three Fund
Total Return by Period
Updated: Feb 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.46% | 0.59% | 1.23% | 4.96% | 12.80% | 37.66% | 23.52% | 88.89% |
| Financials | 0.65% | 1.63% | -1.09% | 1.59% | 2.14% | 47.28% | 61.96% | 150.79% |
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 | 88.89% | 6.95% | 6.58% | -39.35% | 0.37 | 0.44 | 0.18 | 0.08 |
| Financials | 150.79% | 11.89% | 9.65% | -64.55% | 0.39 | 0.46 | 0.18 | 0.12 |
Total Return
No Taxes, No Rebalancing.