US TIPS (TIP)
VS
Bill Schultheis Coffeehouse Portfolio


Total Return by Period

Updated: Nov 07, 2025

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Bill Schultheis Coffeehouse Portfolio0.41%-0.25%1.23%2.98%3.71%24.58%23.86%51.98%
US TIPS (TIP)0.02%-0.43%-0.55%0.50%2.43%5.00%-11.29%1.11%

Total Return by Year

Name2024202320222021202020192018201720162015
Bill Schultheis Coffeehouse Portfolio7.54%11.47%-13.77%13.61%9.24%18.67%-4.93%10.75%9.50%-0.66%
US TIPS (TIP)1.64%3.82%-12.24%5.64%10.81%8.34%-1.42%2.92%4.68%-1.75%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Bill Schultheis Coffeehouse Portfolio51.98%4.84%4.29%-32.84%0.160.200.150.08
US TIPS (TIP)1.11%0.29%0.11%-26.20%-0.46-0.610.010.10

Total Return

No Taxes, No Rebalancing.

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