Sixty Forty
VS
Bill Schultheis Coffeehouse


Total Return by Period

Updated: May 29, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Sixty Forty0.16%1.19%3.10%5.68%19.84%53.71%45.88%156.49%
Bill Schultheis Coffeehouse-0.07%0.77%1.75%2.14%17.42%42.56%30.01%106.23%

Total Return by Year

Name2024202320222021202020192018201720162015
Sixty Forty14.87%17.85%-16.93%14.59%15.85%21.83%-3.09%14.06%8.76%
Bill Schultheis Coffeehouse8.28%12.11%-14.40%14.11%8.77%19.25%-5.14%11.29%9.60%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Sixty Forty156.49%10.11%9.90%-41.21%0.620.750.250.06
Bill Schultheis Coffeehouse106.23%7.88%7.53%-34.05%0.440.520.230.06
Subscribe To Our Newsletter
Stay ahead with weekly market updates, portfolio performance insights, and smart investing tips—straight to your inbox.