Bill Schultheis Coffeehouse Portfolio
VS
Bogleheads Three Fund Portfolio
Total Return by Period
Updated: Nov 17, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund Portfolio | -0.63% | -1.32% | -1.20% | 2.52% | 10.20% | 33.91% | 26.06% | 70.45% |
| Bill Schultheis Coffeehouse Portfolio | -0.72% | -1.22% | -1.69% | 0.99% | 4.74% | 20.30% | 17.61% | 49.22% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund Portfolio | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | -0.33% |
| Bill Schultheis Coffeehouse Portfolio | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund Portfolio | 70.45% | 5.94% | 5.50% | -36.98% | 0.27 | 0.33 | 0.16 | 0.08 |
| Bill Schultheis Coffeehouse Portfolio | 49.22% | 4.65% | 4.10% | -32.77% | 0.15 | 0.18 | 0.14 | 0.08 |
Total Return
No Taxes, No Rebalancing.