Bogleheads Four Fund
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Dec 15, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.04% | 0.05% | 1.47% | 1.49% | 9.63% | 36.51% | 24.51% | 77.42% |
| Bill Schultheis Coffeehouse | 0.08% | 0.52% | 2.11% | 1.03% | 5.54% | 23.44% | 17.01% | 56.09% |
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% | -0.29% |
| Bill Schultheis Coffeehouse | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 77.42% | 6.33% | 5.92% | -37.87% | 0.31 | 0.37 | 0.17 | 0.08 |
| Bill Schultheis Coffeehouse | 56.09% | 5.09% | 4.57% | -33.12% | 0.19 | 0.23 | 0.15 | 0.08 |
Total Return
No Taxes, No Rebalancing.