Rick Ferri Core Four
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Dec 26, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.06% | 0.75% | 0.10% | 2.01% | 12.00% | 33.67% | 19.85% | 60.82% |
| Bill Schultheis Coffeehouse | 0.03% | 0.47% | 0.02% | 1.43% | 8.45% | 24.88% | 17.63% | 55.17% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% | -0.36% |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 60.82% | 5.34% | 4.88% | -36.38% | 0.22 | 0.26 | 0.15 | 0.08 |
| Bill Schultheis Coffeehouse | 55.17% | 5.05% | 4.50% | -32.83% | 0.18 | 0.22 | 0.15 | 0.08 |
Total Return
No Taxes, No Rebalancing.