Sixty Forty
VS
William Bernstein's Coward
Total Return by Period
Updated: Nov 25, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 0.72% | 1.73% | -1.13% | 2.94% | 7.68% | 38.36% | 35.20% | 96.34% |
| William Bernstein's Coward | 0.75% | 1.24% | -0.46% | 1.65% | 5.18% | 22.51% | 24.06% | 58.85% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | -1.15% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 96.34% | 7.42% | 7.00% | -38.72% | 0.39 | 0.47 | 0.19 | 0.07 |
| William Bernstein's Coward | 58.85% | 5.19% | 4.75% | -27.70% | 0.21 | 0.26 | 0.19 | 0.06 |
Total Return
No Taxes, No Rebalancing.