Bill Schultheis Coffeehouse
VS
Bogleheads Four Fund
Total Return by Period
Updated: Jan 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.12% | 1.03% | 2.35% | 2.23% | 12.67% | 33.93% | 26.90% | 87.34% |
| Bill Schultheis Coffeehouse | -0.23% | -0.00% | 2.33% | 3.04% | 9.19% | 21.51% | 18.50% | 64.16% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | |
| Bill Schultheis Coffeehouse | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 87.34% | 6.87% | 6.49% | -39.64% | 0.36 | 0.43 | 0.17 | 0.08 |
| Bill Schultheis Coffeehouse | 64.16% | 5.59% | 5.09% | -34.41% | 0.23 | 0.28 | 0.16 | 0.08 |
Total Return
No Taxes, No Rebalancing.