Utilities
VS
Bogleheads Three 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 Three Fund | -0.68% | -0.21% | 0.87% | 1.79% | 9.85% | 33.68% | 25.59% | 75.92% |
| Utilities | -0.49% | -1.09% | -51.75% | -49.91% | -44.80% | -41.06% | -31.19% | 1.18% |
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% | -0.33% |
| Utilities | 23.23% | -7.18% | 1.50% | 17.61% | 0.30% | 25.87% | 3.98% | 12.00% | 16.02% | -4.89% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 75.92% | 6.25% | 5.83% | -37.63% | 0.30 | 0.36 | 0.17 | 0.08 |
| Utilities | 1.18% | 3.95% | 0.12% | -118.54% | 0.04 | 0.03 | 0.03 | 0.10 |
Total Return
No Taxes, No Rebalancing.