Health Care
VS
Bogleheads Three Fund
Total Return by Period
Updated: Feb 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 1.22% | 0.39% | 0.61% | 3.03% | 12.28% | 33.28% | 23.30% | 91.82% |
| Health Care | 1.85% | 1.92% | 0.25% | 7.92% | 7.20% | 18.76% | 36.34% | 146.46% |
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% | |
| Health Care | 2.43% | 2.03% | -2.07% | 25.94% | 13.16% | 20.46% | 6.18% | 21.70% | -2.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 91.82% | 7.11% | 6.75% | -40.38% | 0.38 | 0.46 | 0.18 | 0.08 |
| Health Care | 146.46% | 10.42% | 9.46% | -47.05% | 0.45 | 0.59 | 0.22 | 0.07 |
Total Return
No Taxes, No Rebalancing.