Short-Term US Treasuries (SHY)
VS
William Bernstein's Coward
Total Return by Period
Updated: Oct 26, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 0.25% | 0.56% | 0.49% | 0.00% | 9.69% | 49.57% | 36.68% | 110.93% |
| Short-Term US Treasuries (SHY) | -0.02% | 0.21% | 0.75% | 0.34% | 1.31% | 11.78% | 9.36% | 17.56% |
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 | 110.93% | 8.02% | 7.78% | -28.61% | 0.49 | 0.61 | 0.28 | 0.05 |
| Short-Term US Treasuries (SHY) | 17.56% | 1.64% | 1.64% | -6.16% | -0.86 | -1.25 | 0.27 | 0.02 |