Ray Dalio All Weather
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jan 21, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | 0.81% | -0.43% | 0.22% | 0.40% | 9.21% | 20.36% | 7.44% | 58.11% |
| Bill Schultheis Coffeehouse | 0.86% | 0.13% | 1.69% | 2.34% | 9.08% | 23.06% | 16.22% | 66.23% |
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% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | 58.11% | 4.97% | 4.70% | -39.63% | 0.23 | 0.30 | 0.13 | 0.09 |
| Bill Schultheis Coffeehouse | 66.23% | 5.72% | 5.23% | -34.63% | 0.24 | 0.29 | 0.17 | 0.08 |
Total Return
No Taxes, No Rebalancing.