Bill Schultheis Coffeehouse
VS
Rick Ferri Core Four
Total Return by Period
Updated: Feb 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 1.18% | 0.54% | 0.99% | 3.24% | 12.49% | 28.78% | 18.66% | 76.65% |
| Bill Schultheis Coffeehouse | 1.18% | 1.22% | 1.63% | 4.35% | 10.05% | 23.33% | 17.09% | 69.51% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 76.65% | 6.28% | 5.87% | -39.27% | 0.31 | 0.37 | 0.16 | 0.08 |
| Bill Schultheis Coffeehouse | 69.51% | 5.91% | 5.43% | -35.17% | 0.26 | 0.31 | 0.17 | 0.08 |
Total Return
No Taxes, No Rebalancing.