Real Estate
VS
Bogleheads Four Fund
Total Return by Period
Updated: Jan 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.39% | -0.27% | -0.14% | 0.91% | 12.80% | 38.95% | 23.54% | 79.28% |
| Real Estate | 0.07% | -0.35% | -1.49% | -4.04% | 0.22% | 8.93% | 10.45% | 28.67% |
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% | |
| 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 | 79.28% | 6.43% | 6.03% | -37.96% | 0.32 | 0.39 | 0.17 | 0.07 |
| Real Estate | 28.67% | 4.68% | 2.56% | -62.52% | 0.08 | 0.10 | 0.07 | 0.16 |
Total Return
No Taxes, No Rebalancing.