Bogleheads Three Fund
VS
William Bernstein's Coward
Total Return by Period
Updated: Apr 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.95% | 2.68% | 6.93% | 2.80% | 25.16% | 46.90% | 37.69% | 129.22% |
| William Bernstein's Coward | 0.93% | 2.22% | 6.30% | 3.19% | 22.99% | 41.28% | 36.21% | 111.69% |
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 | 129.22% | 8.92% | 8.67% | -39.19% | 0.54 | 0.65 | 0.23 | 0.06 |
| William Bernstein's Coward | 111.69% | 8.06% | 7.81% | -29.12% | 0.49 | 0.60 | 0.28 | 0.05 |