Sixty Forty
VS
Bogleheads Four Fund
Total Return by Period
Updated: Apr 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.96% | 2.69% | 6.90% | 2.72% | 24.74% | 47.08% | 37.72% | 129.17% |
| Sixty Forty | 0.94% | 3.00% | 6.46% | 2.05% | 24.53% | 49.25% | 41.44% | 151.26% |
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 | 129.17% | 8.90% | 8.67% | -38.73% | 0.55 | 0.66 | 0.23 | 0.06 |
| Sixty Forty | 151.26% | 9.90% | 9.68% | -41.22% | 0.60 | 0.73 | 0.24 | 0.06 |