Bogleheads Three Fund
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Dec 30, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.04% | 0.10% | 0.61% | 1.48% | 13.10% | 39.57% | 24.21% | 77.30% |
| Bill Schultheis Coffeehouse | -0.05% | 0.19% | 0.55% | 0.98% | 9.64% | 24.83% | 17.20% | 55.94% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | -0.33% |
| 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 Three Fund | 77.30% | 6.33% | 5.91% | -37.84% | 0.31 | 0.37 | 0.17 | 0.08 |
| Bill Schultheis Coffeehouse | 55.94% | 5.09% | 4.55% | -33.01% | 0.19 | 0.22 | 0.15 | 0.08 |
Total Return
No Taxes, No Rebalancing.