US Real Estate Equities (VNQ)
VS
Bill Schultheis Coffeehouse


Total Return by Period

Updated: Nov 21, 2025

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Bill Schultheis Coffeehouse1.04%-0.51%-1.77%0.14%3.35%19.53%17.69%50.28%
US Real Estate Equities (VNQ)1.62%-0.02%-3.09%-2.83%-6.23%3.64%5.86%13.42%

Total Return by Year

Name2024202320222021202020192018201720162015
Bill Schultheis Coffeehouse7.54%11.47%-13.77%13.61%9.24%18.67%-4.93%10.75%9.50%-0.66%
US Real Estate Equities (VNQ)4.88%11.54%-26.07%40.33%-4.65%28.84%-6.09%4.85%8.60%2.44%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Bill Schultheis Coffeehouse50.28%4.72%4.17%-32.57%0.150.180.150.08
US Real Estate Equities (VNQ)13.42%3.48%1.27%-56.93%0.020.030.060.18

Total Return

No Taxes, No Rebalancing.

Subscribe To Our Newsletter
Stay ahead with weekly market updates, portfolio performance insights, and smart investing tips—straight to your inbox.