Ray Dalio All Weather
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Aug 19, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | 1.16% | 0.70% | 1.88% | 1.10% | 12.78% | 35.74% | 15.84% | 73.13% |
| Bill Schultheis Coffeehouse | 0.58% | 0.17% | 1.72% | 3.61% | 14.72% | 43.39% | 31.55% | 101.55% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | 6.06% | 9.93% | -19.30% | 8.17% | 16.46% | 18.27% | -3.02% | 11.75% | 6.67% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | 73.13% | 5.89% | 5.66% | -37.38% | 0.33 | 0.44 | 0.16 | 0.08 |
| Bill Schultheis Coffeehouse | 101.55% | 7.65% | 7.28% | -32.33% | 0.42 | 0.50 | 0.24 | 0.06 |