Financials
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jan 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 0.45% | -0.21% | 0.10% | 0.64% | 9.68% | 24.59% | 17.15% | 56.53% |
| Financials | 0.29% | -1.24% | 2.33% | 2.25% | 13.94% | 60.05% | 86.33% | 134.14% |
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% | |
| Financials | 30.46% | 11.93% | -10.57% | 34.74% | -2.03% | 31.81% | -13.07% | 21.96% | 22.42% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 56.53% | 5.12% | 4.59% | -33.09% | 0.19 | 0.23 | 0.15 | 0.08 |
| Financials | 134.14% | 11.23% | 8.90% | -57.59% | 0.36 | 0.43 | 0.19 | 0.12 |
Total Return
No Taxes, No Rebalancing.