Bill Schultheis Coffeehouse
VS
Sixty Forty


Total Return by Period

Updated: Feb 20, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Sixty Forty0.35%0.58%0.25%3.13%9.23%40.68%30.04%111.12%
Bill Schultheis Coffeehouse0.35%0.38%2.15%5.99%11.08%27.03%17.50%67.01%

Total Return by Year

Name2024202320222021202020192018201720162015
Sixty Forty14.66%17.59%-16.75%14.16%15.99%21.78%-3.03%14.04%8.75%
Bill Schultheis Coffeehouse7.54%11.47%-13.77%13.61%9.24%18.67%-4.93%10.75%9.50%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Sixty Forty111.12%8.13%7.78%-41.22%0.450.550.200.07
Bill Schultheis Coffeehouse67.01%5.76%5.28%-34.18%0.250.300.170.08

Total Return

No Taxes, No Rebalancing.

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