Industrials
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% |
| Industrials | 1.84% | 0.49% | 2.20% | 2.31% | 20.32% | 60.52% | 78.41% | 201.26% |
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% | |
| Industrials | 17.24% | 18.08% | -5.55% | 21.06% | 10.57% | 29.02% | -13.28% | 23.90% | 19.92% |
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 |
| Industrials | 201.26% | 13.05% | 11.69% | -69.53% | 0.50 | 0.64 | 0.19 | 0.08 |
Total Return
No Taxes, No Rebalancing.