Bill Schultheis Coffeehouse
VS
William Bernstein's Coward
Total Return by Period
Updated: Mar 18, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | -0.97% | -1.07% | -3.43% | 1.35% | 11.88% | 36.51% | 27.84% | 99.93% |
| William Bernstein's Coward | -0.90% | -1.10% | -3.23% | 1.55% | 13.03% | 39.19% | 32.75% | 104.95% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 8.28% | 12.11% | -14.40% | 14.11% | 8.77% | 19.25% | -5.14% | 11.29% | 9.60% | |
| William Bernstein's Coward | 9.43% | 11.81% | -10.40% | 12.60% | 7.98% | 16.60% | -4.88% | 11.74% | 8.56% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 99.93% | 7.58% | 7.19% | -35.03% | 0.41 | 0.48 | 0.22 | 0.06 |
| William Bernstein's Coward | 104.95% | 7.75% | 7.46% | -30.93% | 0.45 | 0.55 | 0.25 | 0.05 |