Real Estate
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jan 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.51% | 0.02% | 1.38% | 1.80% | 12.10% | 33.14% | 26.23% | 88.10% |
| Real Estate | 0.15% | 0.44% | 2.60% | 1.30% | -0.19% | 2.07% | 12.70% | 40.77% |
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% | |
| 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 Three Fund | 88.10% | 6.93% | 6.54% | -40.17% | 0.36 | 0.44 | 0.17 | 0.08 |
| Real Estate | 40.77% | 5.57% | 3.49% | -66.67% | 0.12 | 0.16 | 0.08 | 0.16 |
Total Return
No Taxes, No Rebalancing.