US Real Estate Equities (VNQ)
VS
William Bernstein's Coward
Total Return by Period
Updated: Nov 21, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 0.91% | -0.77% | -1.48% | 0.27% | 4.94% | 21.60% | 24.54% | 56.93% |
| US Real Estate Equities (VNQ) | 1.62% | -0.02% | -3.09% | -2.83% | -6.23% | 3.64% | 5.86% | 13.42% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | -1.15% |
| US Real Estate Equities (VNQ) | 4.88% | 11.54% | -26.07% | 40.33% | -4.65% | 28.84% | -6.09% | 4.85% | 8.60% | 2.44% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 56.93% | 5.06% | 4.62% | -27.68% | 0.20 | 0.24 | 0.18 | 0.06 |
| US Real Estate Equities (VNQ) | 13.42% | 3.48% | 1.27% | -56.93% | 0.02 | 0.03 | 0.06 | 0.18 |
Total Return
No Taxes, No Rebalancing.