Consumer Staples
VS
Bill Schultheis Coffeehouse


Total Return by Period

Updated: Nov 21, 2025

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Bill Schultheis Coffeehouse1.04%-0.51%-1.77%0.14%3.35%19.53%17.69%50.28%
Consumer Staples1.09%0.83%-1.50%-5.54%-3.93%2.58%17.14%56.93%

Total Return by Year

Name2024202320222021202020192018201720162015
Bill Schultheis Coffeehouse7.54%11.47%-13.77%13.61%9.24%18.67%-4.93%10.75%9.50%-0.66%
Consumer Staples12.19%-0.85%-0.84%17.12%10.00%27.34%-7.94%12.93%4.97%6.83%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Bill Schultheis Coffeehouse50.28%4.72%4.17%-32.57%0.150.180.150.08
Consumer Staples56.93%5.61%4.62%-32.55%0.180.230.170.07

Total Return

No Taxes, No Rebalancing.

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