Sixty Forty
VS
Bogleheads Four Fund
Total Return by Period
Updated: Nov 25, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.70% | 1.35% | -1.14% | 2.76% | 9.15% | 33.72% | 25.90% | 72.89% |
| Sixty Forty | 0.72% | 1.73% | -1.13% | 2.94% | 7.68% | 38.36% | 35.20% | 96.34% |
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% | -0.29% |
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 72.89% | 6.08% | 5.64% | -36.94% | 0.28 | 0.34 | 0.16 | 0.08 |
| Sixty Forty | 96.34% | 7.42% | 7.00% | -38.72% | 0.39 | 0.47 | 0.19 | 0.07 |
Total Return
No Taxes, No Rebalancing.