William Bernstein's Coward
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jan 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.33% | 0.81% | 1.38% | 1.93% | 13.36% | 37.24% | 23.69% | 86.29% |
| William Bernstein's Coward | 0.44% | 1.13% | 1.71% | 2.36% | 10.90% | 26.28% | 23.17% | 74.02% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | |
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 86.29% | 6.83% | 6.44% | -38.98% | 0.35 | 0.43 | 0.18 | 0.07 |
| William Bernstein's Coward | 74.02% | 6.10% | 5.71% | -28.77% | 0.30 | 0.37 | 0.21 | 0.06 |
Total Return
No Taxes, No Rebalancing.