Short-Term US Treasuries (SHY)
VS
William Bernstein's Coward
Total Return by Period
Updated: Feb 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 1.16% | 1.07% | 1.74% | 4.64% | 11.13% | 26.09% | 24.45% | 80.92% |
| Short-Term US Treasuries (SHY) | 0.00% | -0.16% | 0.04% | 0.04% | 0.97% | 1.91% | -4.08% | -2.54% |
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% | |
| Short-Term US Treasuries (SHY) | 3.89% | 4.15% | -3.88% | -0.71% | 3.03% | 3.36% | 1.45% | 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 | 80.92% | 6.47% | 6.12% | -29.34% | 0.34 | 0.42 | 0.22 | 0.06 |
| Short-Term US Treasuries (SHY) | -2.54% | -0.24% | -0.26% | -7.40% | -1.94 | -2.53 | -0.03 | 0.04 |
Total Return
No Taxes, No Rebalancing.