Real Estate
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jan 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | -0.31% | -0.03% | 1.80% | 2.79% | 8.73% | 21.28% | 18.32% | 65.15% |
| Real Estate | 0.15% | 0.44% | 2.60% | 1.30% | -0.19% | 2.07% | 12.70% | 40.77% |
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% | |
| Real Estate | 5.16% | 12.26% | -26.14% | 46.04% | -2.36% | 28.67% | -2.32% | 10.63% | 2.73% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 65.15% | 5.65% | 5.16% | -34.56% | 0.24 | 0.29 | 0.16 | 0.08 |
| Real Estate | 40.77% | 5.57% | 3.49% | -66.67% | 0.12 | 0.16 | 0.08 | 0.16 |
Total Return
No Taxes, No Rebalancing.