Bill Schultheis Coffeehouse
VS
Bogleheads Four Fund
Total Return by Period
Updated: Apr 22, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.61% | 0.68% | 5.04% | 2.42% | 23.98% | 47.29% | 37.49% | 128.69% |
| Bill Schultheis Coffeehouse | 0.13% | 0.60% | 4.29% | 2.40% | 21.06% | 38.26% | 29.36% | 106.49% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% | |
| Bill Schultheis Coffeehouse | 8.28% | 12.11% | -14.40% | 14.11% | 8.77% | 19.25% | -5.14% | 11.29% | 9.60% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 128.69% | 8.88% | 8.65% | -38.95% | 0.54 | 0.65 | 0.23 | 0.06 |
| Bill Schultheis Coffeehouse | 106.49% | 7.90% | 7.54% | -34.34% | 0.44 | 0.52 | 0.23 | 0.06 |