Bill Schultheis Coffeehouse
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Nov 25, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.73% | 1.51% | -1.12% | 2.63% | 6.50% | 25.49% | 15.34% | 55.65% |
| Bill Schultheis Coffeehouse | 0.89% | 1.59% | -0.42% | 1.55% | 3.46% | 20.57% | 17.74% | 50.23% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | -0.29% |
| Bill Schultheis Coffeehouse | 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 |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 55.65% | 5.14% | 4.53% | -44.03% | 0.18 | 0.22 | 0.12 | 0.10 |
| Bill Schultheis Coffeehouse | 50.23% | 4.72% | 4.16% | -32.43% | 0.15 | 0.18 | 0.15 | 0.08 |
Total Return
No Taxes, No Rebalancing.