Ray Dalio All Weather
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jul 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | 0.04% | -0.00% | -0.34% | 1.36% | 10.97% | 29.30% | 14.58% | 71.76% |
| Bill Schultheis Coffeehouse | 0.13% | -0.18% | 0.28% | 4.83% | 14.29% | 38.31% | 29.51% | 101.63% |
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 | 71.76% | 5.81% | 5.57% | -37.70% | 0.32 | 0.43 | 0.15 | 0.08 |
| Bill Schultheis Coffeehouse | 101.63% | 7.65% | 7.29% | -32.91% | 0.42 | 0.50 | 0.23 | 0.06 |