Bill Schultheis Coffeehouse
VS
Rick Ferri Core Four
Total Return by Period
Updated: Nov 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.09% | -0.92% | -1.41% | -3.29% | 6.92% | 44.68% | 26.60% | 108.54% |
| Bill Schultheis Coffeehouse | -0.02% | -0.52% | 0.74% | -2.28% | 9.25% | 42.66% | 24.01% | 101.65% |
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 | 108.54% | 7.95% | 7.65% | -37.24% | 0.46 | 0.56 | 0.21 | 0.06 |
| Bill Schultheis Coffeehouse | 101.65% | 7.65% | 7.29% | -33.04% | 0.42 | 0.51 | 0.23 | 0.06 |