US Real Estate Equities (VNQ)
VS
William Bernstein's Coward
Total Return by Period
Updated: Mar 18, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | -0.90% | -1.10% | -3.23% | 1.55% | 13.03% | 39.19% | 32.75% | 104.95% |
| US Real Estate Equities (VNQ) | -1.48% | -0.74% | -2.55% | 4.35% | 4.78% | 28.73% | 22.28% | 64.57% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 9.43% | 11.81% | -10.40% | 12.60% | 7.98% | 16.60% | -4.88% | 11.74% | 8.56% | |
| US Real Estate Equities (VNQ) | 4.81% | 11.77% | -26.24% | 40.50% | -4.64% | 28.86% | -6.02% | 4.88% | 8.60% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 104.95% | 7.75% | 7.46% | -30.93% | 0.45 | 0.55 | 0.25 | 0.05 |
| US Real Estate Equities (VNQ) | 64.57% | 7.16% | 5.12% | -61.24% | 0.20 | 0.25 | 0.12 | 0.14 |