William Bernstein's Coward
VS
Bogleheads Four Fund
Total Return by Period
Updated: Dec 15, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.04% | 0.05% | 1.47% | 1.49% | 9.63% | 36.51% | 24.51% | 77.42% |
| William Bernstein's Coward | 0.07% | 0.52% | 2.02% | 1.55% | 7.25% | 26.17% | 23.67% | 64.14% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
| William Bernstein's Coward | 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 | 77.42% | 6.33% | 5.92% | -37.87% | 0.31 | 0.37 | 0.17 | 0.08 |
| William Bernstein's Coward | 64.14% | 5.52% | 5.10% | -28.50% | 0.24 | 0.30 | 0.19 | 0.06 |
Total Return
No Taxes, No Rebalancing.