Bill Schultheis Coffeehouse
VS
William Bernstein's Coward
Total Return by Period
Updated: Dec 10, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 0.75% | 0.27% | 0.57% | 0.86% | 5.01% | 22.79% | 18.20% | 55.90% |
| William Bernstein's Coward | 0.68% | 0.44% | 0.67% | 1.50% | 7.15% | 24.87% | 24.96% | 64.48% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | -1.15% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 55.90% | 5.08% | 4.55% | -33.26% | 0.19 | 0.22 | 0.15 | 0.08 |
| William Bernstein's Coward | 64.48% | 5.53% | 5.11% | -28.24% | 0.24 | 0.30 | 0.20 | 0.06 |
Total Return
No Taxes, No Rebalancing.