Bill Schultheis Coffeehouse
VS
William Bernstein's Coward
Total Return by Period
Updated: Feb 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 0.35% | 0.38% | 2.15% | 5.99% | 11.08% | 27.03% | 17.50% | 67.01% |
| William Bernstein's Coward | 0.41% | 0.42% | 2.01% | 6.16% | 11.79% | 29.22% | 24.41% | 76.64% |
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% | |
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 67.01% | 5.76% | 5.28% | -34.18% | 0.25 | 0.30 | 0.17 | 0.08 |
| William Bernstein's Coward | 76.64% | 6.23% | 5.87% | -28.82% | 0.32 | 0.39 | 0.22 | 0.06 |
Total Return
No Taxes, No Rebalancing.