Emerging Markets Equities (EEM)
VS
Bill Schultheis Coffeehouse Portfolio
Total Return by Period
Updated: Nov 06, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse Portfolio | -0.24% | -0.53% | -0.32% | 2.51% | 4.58% | 24.56% | 23.30% | 51.40% |
| Emerging Markets Equities (EEM) | -0.74% | -1.30% | 1.45% | 10.66% | 22.15% | 51.05% | 14.15% | 58.95% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse Portfolio | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
| Emerging Markets Equities (EEM) | 6.53% | 8.93% | -20.51% | -3.56% | 16.86% | 18.09% | -15.22% | 37.20% | 10.87% | -16.06% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse Portfolio | 51.40% | 4.80% | 4.24% | -32.99% | 0.16 | 0.19 | 0.15 | 0.08 |
| Emerging Markets Equities (EEM) | 58.95% | 6.76% | 4.75% | -69.81% | 0.18 | 0.24 | 0.10 | 0.20 |
Total Return
No Taxes, No Rebalancing.