William Bernstein's Coward
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Feb 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.19% | 0.33% | 3.28% | 5.76% | 11.94% | 28.30% | 15.83% | 71.01% |
| William Bernstein's Coward | -0.04% | -0.12% | 2.34% | 5.81% | 11.25% | 27.41% | 23.99% | 75.59% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 71.01% | 6.08% | 5.53% | -46.91% | 0.26 | 0.32 | 0.13 | 0.10 |
| William Bernstein's Coward | 75.59% | 6.18% | 5.81% | -28.81% | 0.31 | 0.38 | 0.21 | 0.06 |
Total Return
No Taxes, No Rebalancing.