William Bernstein's Coward
VS
Bogleheads Four Fund
Total Return by Period
Updated: Sep 08, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.34% | 0.77% | -0.16% | 3.56% | 12.61% | 48.91% | 37.12% | 129.63% |
| William Bernstein's Coward | -0.34% | 0.69% | -0.08% | 3.41% | 13.80% | 44.24% | 38.31% | 111.81% |
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 | 129.63% | 8.93% | 8.70% | -37.73% | 0.55 | 0.66 | 0.24 | 0.06 |
| William Bernstein's Coward | 111.81% | 8.06% | 7.82% | -28.65% | 0.49 | 0.61 | 0.28 | 0.05 |