Bogleheads Three Fund
VS
William Bernstein's Coward
Total Return by Period
Updated: Apr 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.15% | 1.65% | -1.90% | -0.95% | 14.45% | 39.96% | 33.84% | 122.71% |
| William Bernstein's Coward | 0.14% | 1.30% | -1.47% | 0.68% | 13.17% | 35.24% | 32.10% | 106.21% |
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 | 122.71% | 8.62% | 8.35% | -40.08% | 0.52 | 0.62 | 0.22 | 0.06 |
| William Bernstein's Coward | 106.21% | 7.80% | 7.52% | -29.78% | 0.46 | 0.56 | 0.26 | 0.05 |