Real Estate
VS
Bill Schultheis Coffeehouse


Total Return by Period

Updated: Dec 12, 2025

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Bill Schultheis Coffeehouse-0.53%0.14%1.33%1.03%5.21%21.01%17.97%55.39%
Real Estate-0.12%-0.59%-0.49%-3.78%-5.25%3.24%12.35%33.26%

Total Return by Year

Name2024202320222021202020192018201720162015
Bill Schultheis Coffeehouse7.54%11.47%-13.77%13.61%9.24%18.67%-4.93%10.75%9.50%-0.66%
Real Estate5.16%12.26%-26.14%46.04%-2.36%28.67%-2.32%10.63%2.73%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Bill Schultheis Coffeehouse55.39%5.05%4.52%-33.14%0.180.220.150.08
Real Estate33.26%5.04%2.92%-64.16%0.100.120.080.16

Total Return

No Taxes, No Rebalancing.

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