Bill Schultheis Coffeehouse
VS
Sixty Forty
Total Return by Period
Updated: Nov 25, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 0.72% | 1.73% | -1.13% | 2.94% | 7.68% | 38.36% | 35.20% | 96.34% |
| Bill Schultheis Coffeehouse | 0.89% | 1.59% | -0.42% | 1.55% | 3.46% | 20.57% | 17.74% | 50.23% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
| Bill Schultheis Coffeehouse | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 96.34% | 7.42% | 7.00% | -38.72% | 0.39 | 0.47 | 0.19 | 0.07 |
| Bill Schultheis Coffeehouse | 50.23% | 4.72% | 4.16% | -32.43% | 0.15 | 0.18 | 0.15 | 0.08 |
Total Return
No Taxes, No Rebalancing.