Bogleheads Four Fund
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jan 16, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.07% | 0.11% | 1.79% | 2.39% | 13.53% | 34.87% | 24.66% | 89.99% |
| Bill Schultheis Coffeehouse | 0.01% | 0.66% | 2.30% | 3.11% | 10.41% | 22.91% | 16.86% | 67.37% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | |
| Bill Schultheis Coffeehouse | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 89.99% | 7.01% | 6.64% | -39.85% | 0.37 | 0.45 | 0.18 | 0.07 |
| Bill Schultheis Coffeehouse | 67.37% | 5.78% | 5.30% | -34.94% | 0.25 | 0.30 | 0.17 | 0.08 |
Total Return
No Taxes, No Rebalancing.