Real Estate
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% |
| Real Estate | -0.12% | -0.59% | -0.49% | -3.78% | -5.25% | 3.24% | 12.35% | 33.26% |
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% |
| 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 | 76.70% | 6.29% | 5.87% | -37.79% | 0.31 | 0.37 | 0.17 | 0.08 |
| Real Estate | 33.26% | 5.04% | 2.92% | -64.16% | 0.10 | 0.12 | 0.08 | 0.16 |
Total Return
No Taxes, No Rebalancing.