Consumer Staples
VS
William Bernstein's Coward Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward Portfolio | 0.12% | -0.46% | 0.02% | 4.37% | 8.08% | 28.04% | 35.92% | 58.80% |
| Consumer Staples | -0.29% | -3.55% | -2.24% | -4.84% | -4.79% | 5.20% | 22.52% | 52.74% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Consumer Staples | 12.19% | -0.85% | -0.84% | 17.12% | 10.00% | 27.34% | -7.94% | 12.93% | 4.97% | 6.83% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward Portfolio | 58.80% | 5.20% | 4.74% | -27.72% | 0.21 | 0.26 | 0.19 | 0.06 |
| Consumer Staples | 52.74% | 5.34% | 4.34% | -32.36% | 0.16 | 0.20 | 0.17 | 0.07 |
Total Return
No Taxes, No Rebalancing.