Bill Schultheis Coffeehouse
VS
Sixty Forty


Total Return by Period

Updated: May 12, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Sixty Forty-0.26%0.93%3.21%3.73%18.58%52.44%46.40%156.61%
Bill Schultheis Coffeehouse-0.38%0.38%1.43%1.58%16.31%40.20%31.30%108.12%

Total Return by Year

Name2024202320222021202020192018201720162015
Sixty Forty14.87%17.85%-16.93%14.59%15.85%21.83%-3.09%14.06%8.76%
Bill Schultheis Coffeehouse8.28%12.11%-14.40%14.11%8.77%19.25%-5.14%11.29%9.60%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Sixty Forty156.61%10.11%9.91%-41.86%0.620.750.240.06
Bill Schultheis Coffeehouse108.12%7.98%7.63%-34.58%0.450.530.230.06
Subscribe To Our Newsletter
Stay ahead with weekly market updates, portfolio performance insights, and smart investing tips—straight to your inbox.