William Bernstein's Coward
VS
Bogleheads Four Fund
Total Return by Period
Updated: Sep 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.72% | -1.41% | -1.38% | -0.50% | 10.00% | 50.73% | 38.72% | 123.67% |
| William Bernstein's Coward | -0.63% | -1.10% | -1.70% | -0.82% | 10.97% | 44.50% | 38.09% | 106.19% |
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 | 123.67% | 8.67% | 8.41% | -37.20% | 0.52 | 0.64 | 0.23 | 0.06 |
| William Bernstein's Coward | 106.19% | 7.80% | 7.53% | -28.38% | 0.47 | 0.58 | 0.27 | 0.05 |