Industrials
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% |
| Industrials | 0.50% | 1.76% | 7.92% | 18.45% | 28.56% | 76.05% | 94.80% | 243.00% |
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% | |
| Industrials | 17.24% | 18.08% | -5.55% | 21.06% | 10.57% | 29.02% | -13.28% | 23.90% | 19.92% |
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 |
| Industrials | 243.00% | 14.34% | 13.15% | -70.56% | 0.57 | 0.72 | 0.20 | 0.08 |
Total Return
No Taxes, No Rebalancing.