Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Coward's Portfolio by Bill Bernstein
Details
The Coward’s Portfolio was developed by Bill Bernstein and profiled on Bill’s website Efficient Frontier.
The portfolio invests 55% in equities, 40% in bonds, and 5% in REITs.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
6.8%
Sharpe Ratio
0.53
10 Year Annual Return
5.5%
Volatility (annualized)
9.6%
Max Drawdown
-32.4%
Positive Periods
65.5%
Dot Com Annual Return
-1.0%
Great Financial Crisis Return
0.0%
Trade Frequency
Static
Ulcer Performance Index
0.8
How to Invest in the Coward's Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
