Consumer Staples
VS
William Bernstein's Coward
Total Return by Period
Updated: Jan 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | -0.29% | 0.20% | 1.85% | 3.19% | 9.76% | 24.61% | 25.46% | 76.51% |
| Consumer Staples | 1.68% | 0.72% | 7.49% | 9.48% | 4.74% | 13.25% | 30.30% | 66.09% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | |
| Consumer Staples | 12.19% | -0.85% | -0.84% | 17.12% | 10.00% | 27.34% | -7.94% | 12.93% | 4.97% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 76.51% | 6.23% | 5.86% | -28.91% | 0.31 | 0.39 | 0.22 | 0.06 |
| Consumer Staples | 66.09% | 6.17% | 5.22% | -32.14% | 0.22 | 0.28 | 0.19 | 0.07 |
Total Return
No Taxes, No Rebalancing.