William Bernstein's Coward
VS
Golden Butterfly
Total Return by Period
Updated: Sep 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | -1.41% | -2.50% | -3.55% | -1.60% | 6.39% | 50.53% | 38.13% | 108.95% |
| William Bernstein's Coward | -0.63% | -1.10% | -1.70% | -0.82% | 10.97% | 44.50% | 38.09% | 106.19% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 11.69% | 12.37% | -13.08% | 8.91% | 14.71% | 17.73% | -3.80% | 11.01% | 9.58% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 108.95% | 7.81% | 7.68% | -30.28% | 0.53 | 0.69 | 0.26 | 0.05 |
| William Bernstein's Coward | 106.19% | 7.80% | 7.53% | -28.38% | 0.47 | 0.58 | 0.27 | 0.05 |