Bill Schultheis Coffeehouse
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Oct 16, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.37% | -0.29% | -0.94% | -1.91% | 7.31% | 46.62% | 21.93% | 101.89% |
| Bill Schultheis Coffeehouse | -0.26% | 0.14% | -0.37% | -1.46% | 8.25% | 42.29% | 26.65% | 98.32% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.65% | 14.32% | -21.39% | 16.10% | 11.96% | 22.54% | -5.76% | 14.83% | 6.95% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 101.89% | 7.76% | 7.30% | -46.60% | 0.40 | 0.49 | 0.17 | 0.08 |
| Bill Schultheis Coffeehouse | 98.32% | 7.48% | 7.11% | -32.81% | 0.41 | 0.49 | 0.23 | 0.06 |