Bill Schultheis Coffeehouse
VS
William Bernstein's Coward
Total Return by Period
Updated: Aug 21, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 0.23% | -0.50% | 1.52% | 2.99% | 14.73% | 43.49% | 31.22% | 100.46% |
| William Bernstein's Coward | 0.32% | -0.44% | 2.08% | 3.17% | 16.22% | 45.79% | 40.28% | 108.87% |
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 | 100.46% | 7.60% | 7.22% | -32.27% | 0.41 | 0.50 | 0.24 | 0.06 |
| William Bernstein's Coward | 108.87% | 7.92% | 7.67% | -28.46% | 0.48 | 0.59 | 0.28 | 0.05 |