Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| William Bernstein Smart Money | 1.95% | 9.75% | 4.95% | 6.90% | 5.59% | 6.12% | 6.00% | 5.50% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| William Bernstein Smart Money | 12/31/1999 | 05/02/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 12/31/1999.
AR inception is since 12/31/1999.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.75 | 9.75 | 4.95 | 6.90 | 5.59 | 6.12 | 6.00 | 5.50 | 1.95 | 9.32 | 13.63 | -13.04 | 8.26 | 11.58 | 17.32 | -6.05 | 15.96 | 6.55 | -2.15 | 2.73 | 11.92 | 12.28 | -4.51 | 11.02 | 29.92 | -27.37 | 11.69 | 15.76 | 9.84 | 12.24 | 26.36 | -7.61 | -4.80 | -6.03 | 0.00 |
| Sharpe Ratio | NA | 0.23 | 0.27 | 0.58 | 0.38 | NA | NA | 0.38 | 0.10 | 0.37 | 1.23 | -1.15 | 1.05 | 0.65 | 2.38 | -0.85 | 3.73 | 0.73 | -0.25 | 0.43 | 1.68 | 1.41 | -0.32 | 0.96 | 1.79 | -1.38 | 0.80 | 1.62 | 1.30 | 1.67 | 3.22 | -0.82 | -0.70 | -1.02 | NA |
| Standard Deviation(%) | NA | 9.66 | 9.64 | 9.54 | 9.79 | NA | NA | 10.54 | 12.93 | 7.28 | 7.60 | 12.59 | 7.85 | 17.35 | 6.70 | 8.62 | 4.11 | 8.72 | 8.76 | 6.37 | 7.09 | 8.69 | 14.27 | 11.34 | 16.63 | 20.48 | 10.88 | 7.71 | 5.90 | 6.78 | 7.97 | 10.63 | 10.18 | 9.90 | NA |
| Draw Down(%) | NA | 9.17 | 11.60 | 19.81 | 22.23 | NA | NA | 39.77 | 9.14 | 4.45 | 7.26 | 19.08 | 3.53 | 22.23 | 4.18 | 12.51 | 1.19 | 6.68 | 10.19 | 5.73 | 6.38 | 8.10 | 15.13 | 9.58 | 15.88 | 34.68 | 7.20 | 9.28 | 4.41 | 6.80 | 7.77 | 16.52 | 16.80 | 10.36 | 0.00 |
| Yield(%) | NA | 1.53 | 2.29 | 2.20 | 2.27 | NA | NA | 0.00 | 0.00 | 2.27 | 2.92 | 1.94 | 1.97 | 2.08 | 2.96 | 2.37 | 2.33 | 2.37 | 2.17 | 2.31 | 2.31 | 2.72 | 2.50 | 2.46 | 3.54 | 3.08 | 3.58 | 3.35 | 2.98 | 2.99 | 3.59 | 3.10 | 3.50 | 3.75 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| William Bernstein Smart Money |
-7.33%
Mar 2000 - Mar 2003 |
0.13%
Feb 2004 - Feb 2009 |
3.94%
Oct 2007 - Oct 2017 |
3.48%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| William Bernstein Smart Money |
18.87%
Mar 2003 - Mar 2006 |
16.23%
Oct 2002 - Oct 2007 |
9.17%
Feb 2009 - Feb 2019 |
8.27%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart