Bogleheads Four Fund
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Oct 15, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.43% | 0.13% | -0.26% | 0.89% | 9.34% | 50.61% | 37.23% | 127.41% |
| Bill Schultheis Coffeehouse | 0.79% | 0.81% | -0.56% | -1.20% | 8.20% | 42.60% | 26.98% | 99.42% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% | |
| Bill Schultheis Coffeehouse | 8.28% | 12.11% | -14.40% | 14.11% | 8.77% | 19.25% | -5.14% | 11.29% | 9.60% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 127.41% | 8.83% | 8.59% | -37.71% | 0.54 | 0.65 | 0.23 | 0.06 |
| Bill Schultheis Coffeehouse | 99.42% | 7.54% | 7.17% | -32.91% | 0.41 | 0.49 | 0.23 | 0.06 |