William Bernstein's Coward
VS
Bogleheads Four Fund
Total Return by Period
Updated: Oct 16, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.57% | -0.87% | -0.58% | 0.31% | 8.80% | 50.02% | 36.44% | 125.03% |
| William Bernstein's Coward | -0.32% | -0.54% | -0.44% | -0.17% | 10.53% | 43.84% | 36.50% | 107.74% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% | |
| William Bernstein's Coward | 9.43% | 11.81% | -10.40% | 12.60% | 7.98% | 16.60% | -4.88% | 11.74% | 8.56% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 125.03% | 8.72% | 8.47% | -37.52% | 0.53 | 0.64 | 0.23 | 0.06 |
| William Bernstein's Coward | 107.74% | 7.86% | 7.61% | -28.55% | 0.47 | 0.59 | 0.28 | 0.05 |