Sixty Forty
VS
Bogleheads Four Fund
Total Return by Period
Updated: Nov 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.17% | -1.19% | -2.18% | -3.39% | 6.95% | 46.67% | 30.78% | 123.28% |
| Sixty Forty | 0.20% | -1.39% | -2.22% | -2.99% | 6.77% | 48.56% | 33.46% | 146.62% |
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 | 123.28% | 8.64% | 8.39% | -37.63% | 0.52 | 0.63 | 0.23 | 0.06 |
| Sixty Forty | 146.62% | 9.71% | 9.47% | -39.86% | 0.59 | 0.71 | 0.24 | 0.06 |