William Bernstein's Coward
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jan 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | -0.23% | -0.00% | 2.33% | 3.04% | 9.19% | 21.51% | 18.50% | 64.16% |
| William Bernstein's Coward | -0.13% | 0.34% | 2.56% | 3.48% | 10.30% | 25.02% | 25.68% | 73.76% |
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% | |
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 64.16% | 5.59% | 5.09% | -34.41% | 0.23 | 0.28 | 0.16 | 0.08 |
| William Bernstein's Coward | 73.76% | 6.07% | 5.69% | -28.55% | 0.30 | 0.37 | 0.21 | 0.06 |
Total Return
No Taxes, No Rebalancing.