Utilities
VS
William Bernstein's Coward
Total Return by Period
Updated: Jan 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | -0.29% | 0.20% | 1.85% | 3.19% | 9.76% | 24.61% | 25.46% | 76.51% |
| Utilities | -0.18% | 1.62% | 0.16% | -51.46% | -44.79% | -37.40% | -30.41% | -6.08% |
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% | |
| Utilities | 23.23% | -7.18% | 1.50% | 17.61% | 0.30% | 25.87% | 3.98% | 12.00% | 16.02% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 76.51% | 6.23% | 5.86% | -28.91% | 0.31 | 0.39 | 0.22 | 0.06 |
| Utilities | -6.08% | 3.20% | -0.63% | -110.81% | 0.01 | 0.01 | 0.03 | 0.12 |
Total Return
No Taxes, No Rebalancing.