William Bernstein's Coward
VS
Bogleheads Three Fund
Total Return by Period
Updated: Nov 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.15% | -1.22% | -2.08% | -3.40% | 6.90% | 46.90% | 30.37% | 122.98% |
| William Bernstein's Coward | 0.07% | -0.96% | -0.86% | -2.43% | 10.05% | 43.20% | 32.59% | 108.45% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% | |
| 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 Three Fund | 122.98% | 8.64% | 8.37% | -38.08% | 0.52 | 0.63 | 0.23 | 0.06 |
| William Bernstein's Coward | 108.45% | 7.89% | 7.64% | -28.34% | 0.48 | 0.59 | 0.28 | 0.05 |