Sixty Forty
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jan 09, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 0.47% | 1.17% | 1.23% | 3.58% | 11.66% | 42.75% | 32.55% | 111.71% |
| Bill Schultheis Coffeehouse | 0.43% | 1.37% | 1.32% | 4.00% | 11.29% | 23.83% | 17.45% | 63.66% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | |
| Bill Schultheis Coffeehouse | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 111.71% | 8.17% | 7.81% | -41.07% | 0.45 | 0.55 | 0.20 | 0.07 |
| Bill Schultheis Coffeehouse | 63.66% | 5.56% | 5.06% | -34.22% | 0.23 | 0.28 | 0.16 | 0.08 |
Total Return
No Taxes, No Rebalancing.