Bill Schultheis Coffeehouse
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jan 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.33% | 0.59% | 2.52% | 2.20% | 11.45% | 23.68% | 16.64% | 68.19% |
| Bill Schultheis Coffeehouse | -0.23% | -0.00% | 2.33% | 3.04% | 9.19% | 21.51% | 18.50% | 64.16% |
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% | |
| Bill Schultheis Coffeehouse | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 68.19% | 5.93% | 5.35% | -46.85% | 0.25 | 0.30 | 0.13 | 0.10 |
| Bill Schultheis Coffeehouse | 64.16% | 5.59% | 5.09% | -34.41% | 0.23 | 0.28 | 0.16 | 0.08 |
Total Return
No Taxes, No Rebalancing.