Bill Schultheis Coffeehouse
VS
Rick Ferri Core Four
Total Return by Period
Updated: Mar 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.63% | -0.05% | 1.18% | 3.38% | 13.35% | 33.02% | 21.20% | 68.23% |
| Bill Schultheis Coffeehouse | -0.35% | 0.19% | 1.84% | 4.23% | 10.94% | 26.17% | 18.02% | 61.27% |
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 | 68.23% | 5.80% | 5.36% | -37.38% | 0.26 | 0.31 | 0.16 | 0.08 |
| Bill Schultheis Coffeehouse | 61.27% | 5.42% | 4.91% | -33.05% | 0.22 | 0.26 | 0.16 | 0.08 |
Total Return
No Taxes, No Rebalancing.