William Bernstein's Coward
VS
Sixty Forty
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 |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | -0.82% | -1.45% | -1.32% | -0.37% | 9.11% | 52.24% | 41.68% | 145.81% |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 14.87% | 17.85% | -16.93% | 14.59% | 15.85% | 21.83% | -3.09% | 14.06% | 8.76% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 145.81% | 9.69% | 9.45% | -39.52% | 0.58 | 0.71 | 0.25 | 0.06 |
| William Bernstein's Coward | 106.19% | 7.80% | 7.53% | -28.38% | 0.47 | 0.58 | 0.27 | 0.05 |