Financials
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% |
| Financials | 1.10% | -1.49% | -2.71% | -3.55% | 2.99% | 44.17% | 90.10% | 110.90% |
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% |
| Financials | 30.46% | 11.93% | -10.57% | 34.74% | -2.03% | 31.81% | -13.07% | 21.96% | 22.42% | -1.70% |
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 |
| Financials | 110.90% | 10.20% | 7.77% | -55.14% | 0.31 | 0.37 | 0.18 | 0.12 |
Total Return
No Taxes, No Rebalancing.