Bogleheads Four Fund
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Aug 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.21% | 1.82% | 1.02% | 2.01% | 15.31% | 46.77% | 38.12% | 127.11% |
| Bill Schultheis Coffeehouse | -0.36% | 0.91% | 0.93% | 2.47% | 15.24% | 38.47% | 29.83% | 100.48% |
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 | 127.11% | 8.82% | 8.57% | -37.48% | 0.54 | 0.65 | 0.24 | 0.06 |
| Bill Schultheis Coffeehouse | 100.48% | 7.60% | 7.22% | -32.55% | 0.41 | 0.49 | 0.23 | 0.06 |