Golden Butterfly Portfolio
VS
William Bernstein's Coward Portfolio
Total Return by Period
Updated: Nov 07, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly Portfolio | 0.36% | -0.41% | 0.69% | 5.76% | 11.10% | 41.44% | 35.79% | 87.91% |
| William Bernstein's Coward Portfolio | 0.32% | -0.34% | 1.39% | 2.85% | 5.30% | 26.08% | 30.89% | 59.69% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Golden Butterfly Portfolio | 11.20% | 11.90% | -13.25% | 8.69% | 14.67% | 17.70% | -3.76% | 10.93% | 9.86% | -3.24% |
| William Bernstein's Coward Portfolio | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | -1.15% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly Portfolio | 87.91% | 6.70% | 6.53% | -31.78% | 0.43 | 0.56 | 0.21 | 0.06 |
| William Bernstein's Coward Portfolio | 59.69% | 5.26% | 4.80% | -28.11% | 0.21 | 0.26 | 0.19 | 0.06 |
Total Return
No Taxes, No Rebalancing.