William Bernstein's Coward Portfolio
VS
Ray Dalio All Weather Portfolio
Total Return by Period
Updated: Nov 18, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather Portfolio | -0.07% | -1.51% | -1.65% | 3.89% | 7.56% | 20.80% | 8.10% | 51.02% |
| William Bernstein's Coward Portfolio | -0.17% | -1.54% | -1.20% | 1.09% | 5.26% | 21.94% | 24.34% | 56.89% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather Portfolio | 5.10% | 9.93% | -19.34% | 7.98% | 16.13% | 18.37% | -2.89% | 11.64% | 6.64% | -3.19% |
| William Bernstein's Coward Portfolio | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | -1.15% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather Portfolio | 51.02% | 4.52% | 4.22% | -38.77% | 0.17 | 0.23 | 0.12 | 0.09 |
| William Bernstein's Coward Portfolio | 56.89% | 5.05% | 4.62% | -27.68% | 0.20 | 0.24 | 0.18 | 0.06 |
Total Return
No Taxes, No Rebalancing.