Bogleheads Four Fund
VS
William Bernstein's Coward
Total Return by Period
Updated: Jun 26, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.30% | -1.11% | -1.13% | 9.94% | 15.26% | 46.04% | 37.47% | 134.17% |
| William Bernstein's Coward | -0.18% | -0.20% | 0.27% | 9.55% | 16.71% | 42.69% | 37.28% | 116.86% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% | |
| William Bernstein's Coward | 9.43% | 11.81% | -10.40% | 12.60% | 7.98% | 16.60% | -4.88% | 11.74% | 8.56% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 134.17% | 9.12% | 8.91% | -39.37% | 0.57 | 0.68 | 0.23 | 0.06 |
| William Bernstein's Coward | 116.86% | 8.30% | 8.07% | -29.72% | 0.51 | 0.63 | 0.28 | 0.05 |