Utilities
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Feb 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 0.35% | 0.38% | 2.15% | 5.99% | 11.08% | 27.03% | 17.50% | 67.01% |
| Utilities | 0.48% | -0.37% | 8.86% | -47.44% | -42.27% | -31.06% | -24.56% | -0.96% |
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% | |
| Utilities | 23.23% | -7.18% | 1.50% | 17.61% | 0.30% | 25.87% | 3.98% | 12.00% | 16.02% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 67.01% | 5.76% | 5.28% | -34.18% | 0.25 | 0.30 | 0.17 | 0.08 |
| Utilities | -0.96% | 3.74% | -0.10% | -109.09% | 0.03 | 0.03 | 0.03 | 0.13 |
Total Return
No Taxes, No Rebalancing.