Utilities
VS
Bogleheads Four Fund
Total Return by Period
Updated: Feb 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.47% | 0.65% | 1.27% | 4.76% | 12.44% | 37.45% | 23.34% | 88.91% |
| Utilities | 0.48% | -0.37% | 8.86% | -47.44% | -42.27% | -31.06% | -24.56% | -0.96% |
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% | |
| Utilities | 23.23% | -7.18% | 1.50% | 17.61% | 0.30% | 25.87% | 3.98% | 12.00% | 16.02% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 88.91% | 6.94% | 6.58% | -39.23% | 0.37 | 0.45 | 0.18 | 0.07 |
| Utilities | -0.96% | 3.74% | -0.10% | -109.09% | 0.03 | 0.03 | 0.03 | 0.13 |
Total Return
No Taxes, No Rebalancing.