Bogleheads Three Fund
VS
William Bernstein's Coward
Total Return by Period
Updated: Aug 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.35% | 0.12% | 2.08% | 1.06% | 13.67% | 47.79% | 37.23% | 127.10% |
| William Bernstein's Coward | -0.34% | -0.31% | 1.44% | 1.93% | 14.45% | 42.94% | 37.97% | 109.24% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% | |
| 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 Three Fund | 127.10% | 8.83% | 8.57% | -37.73% | 0.53 | 0.64 | 0.23 | 0.06 |
| William Bernstein's Coward | 109.24% | 7.94% | 7.68% | -28.82% | 0.48 | 0.59 | 0.28 | 0.05 |