Utilities
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% |
| Utilities | 0.15% | -0.69% | -3.55% | 2.45% | 7.64% | 26.38% | 38.73% | 105.33% |
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% |
| Utilities | 23.23% | -7.18% | 1.50% | 17.61% | 0.30% | 25.87% | 3.98% | 12.00% | 16.02% | -4.89% |
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 |
| Utilities | 105.33% | 9.07% | 7.48% | -60.68% | 0.32 | 0.41 | 0.15 | 0.10 |
Total Return
No Taxes, No Rebalancing.