Short-Term US Treasuries (SHY)
VS
William Bernstein's Coward
Total Return by Period
Updated: Aug 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | -0.17% | 0.63% | 2.68% | 4.89% | 16.32% | 45.96% | 40.72% | 109.89% |
| Short-Term US Treasuries (SHY) | 0.00% | 0.18% | 0.36% | 0.55% | 2.52% | 12.51% | 8.97% | 17.53% |
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% | |
| Short-Term US Treasuries (SHY) | 3.91% | 4.16% | -3.88% | -0.71% | 3.03% | 3.38% | 1.46% | 0.26% | 0.82% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 109.89% | 7.98% | 7.72% | -28.62% | 0.48 | 0.59 | 0.28 | 0.05 |
| Short-Term US Treasuries (SHY) | 17.53% | 1.63% | 1.63% | -6.16% | -0.87 | -1.27 | 0.27 | 0.02 |