William Bernstein's Coward
VS
Harry Brown Permanent
Total Return by Period
Updated: Dec 15, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 0.07% | 0.52% | 2.02% | 1.55% | 7.25% | 26.17% | 23.67% | 64.14% |
| Harry Brown Permanent | 0.01% | 0.45% | 1.63% | 3.77% | 17.49% | 43.13% | 27.97% | 85.71% |
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% | -1.15% |
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% | -2.86% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 64.14% | 5.52% | 5.10% | -28.50% | 0.24 | 0.30 | 0.19 | 0.06 |
| Harry Brown Permanent | 85.71% | 6.49% | 6.41% | -29.99% | 0.47 | 0.65 | 0.22 | 0.06 |
Total Return
No Taxes, No Rebalancing.