Sixty Forty
VS
William Bernstein's Coward


Total Return by Period

Updated: Mar 02, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Sixty Forty-0.22%0.28%-0.18%0.86%9.79%39.23%32.59%104.94%
William Bernstein's Coward-0.39%0.17%1.31%4.27%12.14%28.21%24.35%71.51%

Total Return by Year

Name2024202320222021202020192018201720162015
Sixty Forty14.66%17.59%-16.75%14.16%15.99%21.78%-3.03%14.04%8.75%
William Bernstein's Coward8.95%11.14%-9.89%11.89%8.07%15.61%-4.78%11.41%8.55%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Sixty Forty104.94%7.85%7.46%-40.43%0.430.510.190.07
William Bernstein's Coward71.51%5.96%5.56%-28.65%0.280.350.210.06

Total Return

No Taxes, No Rebalancing.

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