Health Care
VS
Bogleheads Four Fund
Total Return by Period
Updated: Dec 12, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.65% | -0.21% | 0.82% | 1.83% | 9.41% | 33.57% | 25.54% | 76.70% |
| Health Care | 0.31% | 0.52% | 1.47% | 11.55% | 9.25% | 10.14% | 37.95% | 114.93% |
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% | -0.29% |
| Health Care | 2.43% | 2.03% | -2.07% | 25.94% | 13.16% | 20.46% | 6.18% | 21.70% | -2.79% | 6.89% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 76.70% | 6.29% | 5.87% | -37.79% | 0.31 | 0.37 | 0.17 | 0.08 |
| Health Care | 114.93% | 9.07% | 7.97% | -42.01% | 0.36 | 0.48 | 0.22 | 0.07 |
Total Return
No Taxes, No Rebalancing.