Bill Schultheis Coffeehouse
VS
Rick Ferri Core Four
Total Return by Period
Updated: Sep 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.80% | -1.58% | -2.06% | -0.02% | 10.59% | 43.90% | 31.22% | 109.29% |
| Bill Schultheis Coffeehouse | -0.76% | -1.77% | -2.58% | -0.59% | 9.98% | 38.88% | 27.77% | 98.76% |
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 | 109.29% | 7.98% | 7.69% | -36.95% | 0.47 | 0.56 | 0.22 | 0.06 |
| Bill Schultheis Coffeehouse | 98.76% | 7.51% | 7.13% | -32.76% | 0.41 | 0.49 | 0.23 | 0.06 |