Bogleheads Four Fund
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jan 08, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.03% | 1.09% | 0.11% | 3.16% | 13.41% | 36.84% | 22.89% | 86.32% |
| Bill Schultheis Coffeehouse | 0.27% | 1.38% | 0.36% | 3.53% | 10.77% | 23.45% | 16.88% | 63.34% |
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 | 86.32% | 6.82% | 6.44% | -39.03% | 0.36 | 0.43 | 0.17 | 0.07 |
| Bill Schultheis Coffeehouse | 63.34% | 5.54% | 5.04% | -34.20% | 0.23 | 0.28 | 0.16 | 0.08 |
Total Return
No Taxes, No Rebalancing.