Real Estate
VS
William Bernstein's Coward
Total Return by Period
Updated: Jan 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 0.55% | 0.04% | 0.42% | 1.22% | 10.33% | 26.72% | 23.73% | 65.23% |
| Real Estate | 0.07% | -0.35% | -1.49% | -4.04% | 0.22% | 8.93% | 10.45% | 28.67% |
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% | |
| Real Estate | 5.16% | 12.26% | -26.14% | 46.04% | -2.36% | 28.67% | -2.32% | 10.63% | 2.73% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 65.23% | 5.59% | 5.16% | -28.50% | 0.25 | 0.30 | 0.20 | 0.06 |
| Real Estate | 28.67% | 4.68% | 2.56% | -62.52% | 0.08 | 0.10 | 0.07 | 0.16 |
Total Return
No Taxes, No Rebalancing.