Technology
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% |
| Technology | -2.04% | -0.83% | -0.29% | -52.15% | -38.03% | 5.83% | 11.60% | 253.95% |
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% | |
| Technology | 21.59% | 55.85% | -27.69% | 34.59% | 43.15% | 49.79% | -1.72% | 34.17% | 15.01% |
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 |
| Technology | 253.95% | 17.51% | 13.51% | -405.26% | 0.50 | 0.49 | 0.04 | 0.12 |
Total Return
No Taxes, No Rebalancing.