Bogleheads Three Fund
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jul 29, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.96% | -1.41% | -1.70% | 0.53% | 11.99% | 40.26% | 34.26% | 120.24% |
| Bill Schultheis Coffeehouse | -0.86% | -0.38% | -0.41% | 1.98% | 13.01% | 35.16% | 28.34% | 97.52% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% | |
| 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 Three Fund | 120.24% | 8.51% | 8.24% | -37.93% | 0.51 | 0.61 | 0.22 | 0.06 |
| Bill Schultheis Coffeehouse | 97.52% | 7.44% | 7.06% | -32.52% | 0.40 | 0.48 | 0.23 | 0.06 |