William Bernstein's Coward
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Mar 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | -0.28% | -1.27% | -1.91% | 2.29% | 13.93% | 37.88% | 28.90% | 103.12% |
| William Bernstein's Coward | -0.14% | -0.98% | -2.00% | 2.38% | 15.15% | 40.56% | 34.15% | 106.69% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 8.28% | 12.11% | -14.40% | 14.11% | 8.77% | 19.25% | -5.14% | 11.29% | 9.60% | |
| William Bernstein's Coward | 9.43% | 11.81% | -10.40% | 12.60% | 7.98% | 16.60% | -4.88% | 11.74% | 8.56% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 103.12% | 7.73% | 7.36% | -35.02% | 0.42 | 0.50 | 0.22 | 0.06 |
| William Bernstein's Coward | 106.69% | 7.82% | 7.55% | -30.89% | 0.47 | 0.57 | 0.25 | 0.05 |
Total Return
No Taxes, No Rebalancing.