Sixty Forty
VS
William Bernstein's Coward
Total Return by Period
Updated: Dec 19, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 0.48% | 0.04% | 1.97% | 1.19% | 10.41% | 43.09% | 32.75% | 101.41% |
| William Bernstein's Coward | -0.03% | -0.34% | 1.67% | 1.05% | 9.61% | 25.99% | 23.40% | 63.20% |
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 | 101.41% | 7.68% | 7.27% | -40.07% | 0.41 | 0.50 | 0.19 | 0.07 |
| William Bernstein's Coward | 63.20% | 5.47% | 5.03% | -28.66% | 0.23 | 0.29 | 0.19 | 0.06 |
Total Return
No Taxes, No Rebalancing.