William Bernstein's Coward Portfolio
VS
Bogleheads Four Fund Portfolio
Total Return by Period
Updated: Nov 18, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | -0.42% | -2.04% | -1.42% | 2.09% | 8.98% | 33.99% | 25.15% | 70.24% |
| William Bernstein's Coward Portfolio | -0.17% | -1.54% | -1.20% | 1.09% | 5.26% | 21.94% | 24.34% | 56.89% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
| William Bernstein's Coward Portfolio | 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 |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 70.24% | 5.92% | 5.48% | -37.12% | 0.27 | 0.33 | 0.16 | 0.08 |
| William Bernstein's Coward Portfolio | 56.89% | 5.05% | 4.62% | -27.68% | 0.20 | 0.24 | 0.18 | 0.06 |
Total Return
No Taxes, No Rebalancing.