Bogleheads Three Fund
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jan 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -1.11% | -1.08% | 0.13% | 1.03% | 12.22% | 33.37% | 22.12% | 85.74% |
| Bill Schultheis Coffeehouse | -1.00% | -0.45% | 1.11% | 1.62% | 8.93% | 21.85% | 14.94% | 64.58% |
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% | |
| 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 Three Fund | 85.74% | 6.79% | 6.41% | -39.47% | 0.35 | 0.43 | 0.17 | 0.07 |
| Bill Schultheis Coffeehouse | 64.58% | 5.62% | 5.12% | -34.63% | 0.24 | 0.28 | 0.16 | 0.08 |
Total Return
No Taxes, No Rebalancing.