Bill Schultheis Coffeehouse
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jun 01, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.00% | 1.26% | 3.22% | 5.86% | 20.30% | 49.45% | 40.13% | 132.65% |
| Bill Schultheis Coffeehouse | -0.33% | 0.44% | 1.81% | 3.04% | 17.08% | 39.89% | 28.73% | 104.30% |
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 | 132.65% | 9.07% | 8.84% | -39.14% | 0.56 | 0.67 | 0.23 | 0.06 |
| Bill Schultheis Coffeehouse | 104.30% | 7.79% | 7.43% | -33.75% | 0.43 | 0.51 | 0.23 | 0.06 |