William Bernstein's Coward
VS
Harry Brown Permanent
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 |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | -0.04% | -0.12% | 2.34% | 5.81% | 11.25% | 27.41% | 23.99% | 75.59% |
| Harry Brown Permanent | -0.66% | -0.64% | 1.68% | 5.60% | 20.06% | 48.59% | 37.33% | 87.77% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | |
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 75.59% | 6.18% | 5.81% | -28.81% | 0.31 | 0.38 | 0.21 | 0.06 |
| Harry Brown Permanent | 87.77% | 6.61% | 6.52% | -29.22% | 0.47 | 0.63 | 0.23 | 0.06 |
Total Return
No Taxes, No Rebalancing.