Bill Schultheis Coffeehouse
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jul 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.20% | 0.35% | 0.69% | 5.62% | 15.47% | 46.92% | 37.64% | 128.02% |
| Bill Schultheis Coffeehouse | 0.13% | -0.18% | 0.28% | 4.83% | 14.29% | 38.31% | 29.51% | 101.63% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% | |
| 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 Three Fund | 128.02% | 8.86% | 8.62% | -38.34% | 0.54 | 0.65 | 0.23 | 0.06 |
| Bill Schultheis Coffeehouse | 101.63% | 7.65% | 7.29% | -32.91% | 0.42 | 0.50 | 0.23 | 0.06 |