Sixty Forty
VS
Bogleheads Three Fund
Total Return by Period
Updated: Feb 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.07% | 1.03% | 1.10% | 2.46% | 13.19% | 35.50% | 22.74% | 92.33% |
| Sixty Forty | -0.03% | 0.62% | 0.01% | 1.15% | 9.54% | 39.00% | 29.78% | 115.39% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | |
| 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 Three Fund | 92.33% | 7.14% | 6.78% | -40.23% | 0.38 | 0.46 | 0.18 | 0.08 |
| Sixty Forty | 115.39% | 8.34% | 8.00% | -42.21% | 0.47 | 0.57 | 0.20 | 0.07 |
Total Return
No Taxes, No Rebalancing.