Bill Schultheis Coffeehouse
VS
Rick Ferri Core Four
Total Return by Period
Updated: May 12, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.51% | 0.73% | 2.00% | 2.42% | 18.74% | 45.51% | 37.05% | 118.69% |
| Bill Schultheis Coffeehouse | -0.38% | 0.38% | 1.43% | 1.58% | 16.31% | 40.20% | 31.30% | 108.12% |
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 | 118.69% | 8.43% | 8.16% | -38.88% | 0.51 | 0.61 | 0.22 | 0.06 |
| Bill Schultheis Coffeehouse | 108.12% | 7.98% | 7.63% | -34.58% | 0.45 | 0.53 | 0.23 | 0.06 |