Health Care
VS
Bill Schultheis Coffeehouse Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse Portfolio | 0.13% | -0.92% | -0.27% | 4.08% | 6.72% | 24.82% | 29.06% | 50.07% |
| Health Care | -0.03% | -1.22% | -0.39% | 10.01% | -1.78% | 8.60% | 41.89% | 98.69% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse Portfolio | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
| Health Care | 2.43% | 2.03% | -2.07% | 25.94% | 13.16% | 20.46% | 6.18% | 21.70% | -2.79% | 6.89% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse Portfolio | 50.07% | 4.71% | 4.15% | -32.39% | 0.15 | 0.18 | 0.15 | 0.08 |
| Health Care | 98.69% | 8.29% | 7.12% | -41.47% | 0.32 | 0.42 | 0.20 | 0.07 |
Total Return
No Taxes, No Rebalancing.