US Corporate Bonds (LQD)
VS
Bill Schultheis Coffeehouse Portfolio
Total Return by Period
Updated: Nov 14, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse Portfolio | -0.10% | -0.17% | -0.39% | 1.90% | 5.25% | 20.84% | 19.12% | 51.67% |
| US Corporate Bonds (LQD) | -0.27% | -0.42% | -1.74% | 0.46% | 1.89% | 4.51% | -18.79% | -4.36% |
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% |
| US Corporate Bonds (LQD) | 0.85% | 9.39% | -17.90% | -1.86% | 10.95% | 17.29% | -3.78% | 7.02% | 6.17% | -1.23% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse Portfolio | 51.67% | 4.80% | 4.26% | -32.95% | 0.16 | 0.19 | 0.15 | 0.08 |
| US Corporate Bonds (LQD) | -4.36% | -0.07% | -0.45% | -35.45% | -0.35 | -0.46 | -0.00 | 0.14 |
Total Return
No Taxes, No Rebalancing.