Bill Schultheis Coffeehouse
VS
Harry Brown Permanent
Total Return by Period
Updated: Jul 27, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 0.25% | 0.47% | -0.36% | 3.15% | 13.44% | 35.94% | 29.28% | 98.68% |
| Harry Brown Permanent | 0.36% | 0.34% | -0.72% | -2.30% | 10.57% | 40.54% | 31.97% | 89.12% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 8.28% | 12.11% | -14.40% | 14.11% | 8.77% | 19.25% | -5.14% | 11.29% | 9.60% | |
| Harry Brown Permanent | 11.59% | 11.44% | -13.91% | 4.10% | 16.68% | 16.49% | -1.76% | 10.77% | 5.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 98.68% | 7.51% | 7.13% | -32.52% | 0.41 | 0.49 | 0.23 | 0.06 |
| Harry Brown Permanent | 89.12% | 6.71% | 6.60% | -28.57% | 0.47 | 0.63 | 0.23 | 0.05 |