Harry Brown Permanent Portfolio
VS
Bill Schultheis Coffeehouse Portfolio
Total Return by Period
Updated: Nov 14, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse Portfolio | -0.10% | -0.17% | -0.39% | 1.90% | 5.25% | 20.84% | 19.12% | 51.67% |
| Harry Brown Permanent Portfolio | -0.55% | 0.25% | -1.31% | 7.32% | 16.82% | 41.91% | 27.44% | 82.95% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse Portfolio | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
| Harry Brown Permanent Portfolio | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% | -2.86% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse Portfolio | 51.67% | 4.80% | 4.26% | -32.95% | 0.16 | 0.19 | 0.15 | 0.08 |
| Harry Brown Permanent Portfolio | 82.95% | 6.34% | 6.24% | -30.08% | 0.45 | 0.62 | 0.21 | 0.06 |
Total Return
No Taxes, No Rebalancing.