Bill Schultheis Coffeehouse
VS
Rick Ferri Core Four
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 |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.11% | 0.99% | 2.76% | 5.03% | 19.16% | 45.98% | 34.93% | 116.39% |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 9.22% | 14.54% | -16.50% | 11.52% | 11.85% | 19.63% | -5.42% | 14.57% | 6.58% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 116.39% | 8.33% | 8.05% | -38.07% | 0.50 | 0.59 | 0.22 | 0.06 |
| Bill Schultheis Coffeehouse | 104.30% | 7.79% | 7.43% | -33.75% | 0.43 | 0.51 | 0.23 | 0.06 |