60/40 Portfolio
VS
Bill Schultheis Coffeehouse Portfolio
Total Return by Period
Updated: Nov 05, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 0.14% | -1.12% | 0.14% | 4.47% | 10.60% | 45.77% | 38.80% | 97.91% |
| Bill Schultheis Coffeehouse Portfolio | 0.20% | -0.64% | -0.48% | 2.80% | 5.44% | 25.10% | 23.66% | 51.23% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
| Bill Schultheis Coffeehouse Portfolio | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 97.91% | 7.51% | 7.08% | -39.19% | 0.39 | 0.47 | 0.19 | 0.07 |
| Bill Schultheis Coffeehouse Portfolio | 51.23% | 4.79% | 4.23% | -32.84% | 0.16 | 0.19 | 0.15 | 0.08 |
Total Return
No Taxes, No Rebalancing.