Consumer Discretionary
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Nov 21, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 1.04% | -0.51% | -1.77% | 0.14% | 3.35% | 19.53% | 17.69% | 50.28% |
| Consumer Discretionary | 1.96% | -2.33% | -5.12% | -3.26% | 4.88% | 60.48% | 46.72% | 177.16% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
| Consumer Discretionary | 26.37% | 39.50% | -36.19% | 27.83% | 29.27% | 28.34% | 1.78% | 22.81% | 5.97% | 9.91% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 50.28% | 4.72% | 4.17% | -32.57% | 0.15 | 0.18 | 0.15 | 0.08 |
| Consumer Discretionary | 177.16% | 12.65% | 10.76% | -104.67% | 0.44 | 0.56 | 0.12 | 0.14 |
Total Return
No Taxes, No Rebalancing.