Real Estate
VS
Bogleheads Four Fund Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 0.11% | -0.04% | 0.86% | 6.19% | 12.32% | 41.74% | 37.39% | 72.33% |
| Real Estate | 0.05% | -4.10% | -2.80% | -0.94% | -5.32% | 11.54% | 19.77% | 30.46% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
| Real Estate | 5.16% | 12.26% | -26.14% | 46.04% | -2.36% | 28.67% | -2.32% | 10.63% | 2.73% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 72.33% | 6.05% | 5.61% | -36.86% | 0.28 | 0.34 | 0.16 | 0.08 |
| Real Estate | 30.46% | 4.84% | 2.70% | -62.58% | 0.09 | 0.11 | 0.08 | 0.16 |
Total Return
No Taxes, No Rebalancing.