Ray Dalio All Weather
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Nov 28, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | 0.08% | 1.93% | 0.66% | 5.20% | 7.69% | 22.56% | 7.56% | 51.48% |
| Bill Schultheis Coffeehouse | 0.19% | 1.97% | 1.08% | 2.24% | 4.19% | 22.33% | 18.33% | 50.50% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | 5.10% | 9.93% | -19.34% | 7.98% | 16.13% | 18.37% | -2.89% | 11.64% | 6.64% | -3.19% |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | 51.48% | 4.54% | 4.25% | -37.77% | 0.18 | 0.24 | 0.12 | 0.09 |
| Bill Schultheis Coffeehouse | 50.50% | 4.73% | 4.18% | -32.28% | 0.15 | 0.19 | 0.15 | 0.08 |
Total Return
No Taxes, No Rebalancing.