Sixty Forty
VS
Bogleheads Four Fund
Total Return by Period
Updated: Jan 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -1.10% | -1.06% | 0.15% | 0.89% | 11.75% | 33.42% | 22.04% | 86.00% |
| Sixty Forty | -1.29% | -1.41% | -0.66% | 0.50% | 8.89% | 38.44% | 30.30% | 110.14% |
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% | |
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 86.00% | 6.80% | 6.42% | -39.35% | 0.36 | 0.43 | 0.17 | 0.07 |
| Sixty Forty | 110.14% | 8.10% | 7.73% | -41.58% | 0.45 | 0.54 | 0.19 | 0.07 |
Total Return
No Taxes, No Rebalancing.