Health Care
VS
William Bernstein's Coward
Total Return by Period
Updated: Nov 21, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 0.91% | -0.77% | -1.48% | 0.27% | 4.94% | 21.60% | 24.54% | 56.93% |
| Health Care | 2.11% | 1.83% | 5.88% | 11.90% | 7.35% | 13.85% | 42.10% | 116.06% |
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 | 56.93% | 5.06% | 4.62% | -27.68% | 0.20 | 0.24 | 0.18 | 0.06 |
| Health Care | 116.06% | 9.13% | 8.03% | -42.08% | 0.37 | 0.48 | 0.22 | 0.07 |
Total Return
No Taxes, No Rebalancing.