Sixty Forty
VS
Bogleheads Four Fund
Total Return by Period
Updated: Aug 21, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.29% | -0.63% | 2.56% | 2.19% | 14.89% | 50.72% | 38.91% | 125.53% |
| Sixty Forty | 0.20% | -0.92% | 2.30% | 2.02% | 14.25% | 51.67% | 41.68% | 147.48% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% | |
| Sixty Forty | 14.87% | 17.85% | -16.93% | 14.59% | 15.85% | 21.83% | -3.09% | 14.06% | 8.76% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 125.53% | 8.75% | 8.50% | -37.00% | 0.53 | 0.64 | 0.24 | 0.06 |
| Sixty Forty | 147.48% | 9.75% | 9.51% | -39.19% | 0.59 | 0.71 | 0.25 | 0.06 |