Health Care
VS
William Bernstein's Coward
Total Return by Period
Updated: Dec 12, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | -0.43% | 0.22% | 1.24% | 1.60% | 7.19% | 23.65% | 24.74% | 63.07% |
| Health Care | 0.31% | 0.52% | 1.47% | 11.55% | 9.25% | 10.14% | 37.95% | 114.93% |
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% | -1.15% |
| Health Care | 2.43% | 2.03% | -2.07% | 25.94% | 13.16% | 20.46% | 6.18% | 21.70% | -2.79% | 6.89% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 63.07% | 5.45% | 5.02% | -28.02% | 0.24 | 0.29 | 0.19 | 0.06 |
| Health Care | 114.93% | 9.07% | 7.97% | -42.01% | 0.36 | 0.48 | 0.22 | 0.07 |
Total Return
No Taxes, No Rebalancing.