William Bernstein's Coward
VS
Bogleheads Four Fund
Total Return by Period
Updated: May 08, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.66% | 1.68% | 4.46% | 3.81% | 21.59% | 50.07% | 39.13% | 133.46% |
| William Bernstein's Coward | 0.56% | 1.35% | 3.59% | 3.08% | 20.01% | 44.10% | 36.27% | 114.19% |
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 | 133.46% | 9.09% | 8.87% | -39.19% | 0.56 | 0.68 | 0.23 | 0.06 |
| William Bernstein's Coward | 114.19% | 8.18% | 7.93% | -29.44% | 0.50 | 0.61 | 0.28 | 0.05 |