Health Care
VS
William Bernstein's Coward
Total Return by Period
Updated: Feb 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 0.41% | 0.42% | 2.01% | 6.16% | 11.79% | 29.22% | 24.41% | 76.64% |
| Health Care | -0.28% | -0.54% | -0.42% | 1.43% | 6.52% | 20.37% | 37.07% | 136.28% |
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% | |
| Health Care | 2.43% | 2.03% | -2.07% | 25.94% | 13.16% | 20.46% | 6.18% | 21.70% | -2.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 76.64% | 6.23% | 5.87% | -28.82% | 0.32 | 0.39 | 0.22 | 0.06 |
| Health Care | 136.28% | 9.99% | 9.00% | -45.37% | 0.42 | 0.56 | 0.22 | 0.07 |
Total Return
No Taxes, No Rebalancing.