Last Update: 31 August 2021

Implementing the Bill Schultheis Coffee House Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 6 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 2 years rolling periods, you would have obtained a positive returns 91.26% of times

All the returns are calculated over the available historical serie, starting from January 1994 until August 2021.

In order to have complete information about the portfolio, please refer to the Bill Schultheis Coffee House Portfolio: ETF allocation and returns page.

Rolling Returns

Bill Schultheis Coffee House Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.73% +39.85%
Mar 2009 - Feb 2010
-28.44%
Mar 2008 - Feb 2009
15.58%
2 Years
+8.31% +28.53%
Mar 2009 - Feb 2011
-16.54%
Mar 2007 - Feb 2009
8.74%
3 Years
+8.09% +20.12%
Mar 2009 - Feb 2012
-7.87%
Mar 2006 - Feb 2009
6.73%
4 Years
+7.95% +17.30%
Mar 2009 - Feb 2013
-3.51%
Mar 2005 - Feb 2009
1.40%
5 Years
+7.81% +16.60%
Mar 2009 - Feb 2014
-0.95%
Mar 2004 - Feb 2009
0.73%
6 Years
+7.69% +15.27%
Mar 2009 - Feb 2015
+3.63%
Apr 2014 - Mar 2020
0.00%
7 Years
+7.65% +12.23%
Apr 2009 - Mar 2016
+2.08%
Mar 2002 - Feb 2009
0.00%
8 Years
+7.64% +12.64%
Mar 2009 - Feb 2017
+2.10%
Mar 2001 - Feb 2009
0.00%
9 Years
+7.65% +11.88%
Mar 2009 - Feb 2018
+2.65%
Mar 2000 - Feb 2009
0.00%
10 Years
+7.65% +11.15%
Mar 2009 - Feb 2019
+3.45%
Mar 1999 - Feb 2009
0.00%
11 Years
+7.61% +10.64%
Feb 1995 - Jan 2006
+3.17%
Mar 1998 - Feb 2009
0.00%
12 Years
+7.52% +11.07%
Mar 2009 - Feb 2021
+4.52%
Mar 1997 - Feb 2009
0.00%
13 Years
+7.33% +10.37%
Nov 1994 - Oct 2007
+4.88%
Apr 2007 - Mar 2020
0.00%
14 Years
+7.29% +9.36%
Jun 1994 - May 2008
+5.31%
Apr 2006 - Mar 2020
0.00%
15 Years
+7.37% +8.74%
Feb 2003 - Jan 2018
+5.82%
Mar 1994 - Feb 2009
0.00%
16 Years
+7.53% +8.81%
Mar 1995 - Feb 2011
+5.99%
Apr 2004 - Mar 2020
0.00%
17 Years
+7.62% +8.65%
May 1994 - Apr 2011
+6.71%
Feb 1999 - Jan 2016
0.00%
18 Years
+7.66% +8.70%
Apr 2003 - Mar 2021
+6.31%
Apr 2002 - Mar 2020
0.00%
19 Years
+7.63% +8.98%
Dec 1994 - Nov 2013
+6.39%
Apr 2001 - Mar 2020
0.00%
20 Years
+7.63% +9.00%
Dec 1994 - Nov 2014
+6.16%
Apr 2000 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.73% +39.85%
Mar 2009 - Feb 2010
-28.44%
Mar 2008 - Feb 2009
15.58%
50 out of 321

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.31% +28.53%
Mar 2009 - Feb 2011
-16.54%
Mar 2007 - Feb 2009
8.74%
27 out of 309

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.09% +20.12%
Mar 2009 - Feb 2012
-7.87%
Mar 2006 - Feb 2009
6.73%
20 out of 297

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.95% +17.30%
Mar 2009 - Feb 2013
-3.51%
Mar 2005 - Feb 2009
1.40%
4 out of 285

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.81% +16.60%
Mar 2009 - Feb 2014
-0.95%
Mar 2004 - Feb 2009
0.73%
2 out of 273

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.69% +15.27%
Mar 2009 - Feb 2015
+3.63%
Apr 2014 - Mar 2020
0.00%
0 out of 261

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.65% +12.23%
Apr 2009 - Mar 2016
+2.08%
Mar 2002 - Feb 2009
0.00%
0 out of 249

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.64% +12.64%
Mar 2009 - Feb 2017
+2.10%
Mar 2001 - Feb 2009
0.00%
0 out of 237

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.65% +11.88%
Mar 2009 - Feb 2018
+2.65%
Mar 2000 - Feb 2009
0.00%
0 out of 225

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.65% +11.15%
Mar 2009 - Feb 2019
+3.45%
Mar 1999 - Feb 2009
0.00%
0 out of 213

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.61% +10.64%
Feb 1995 - Jan 2006
+3.17%
Mar 1998 - Feb 2009
0.00%
0 out of 201

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.52% +11.07%
Mar 2009 - Feb 2021
+4.52%
Mar 1997 - Feb 2009
0.00%
0 out of 189

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.33% +10.37%
Nov 1994 - Oct 2007
+4.88%
Apr 2007 - Mar 2020
0.00%
0 out of 177

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.29% +9.36%
Jun 1994 - May 2008
+5.31%
Apr 2006 - Mar 2020
0.00%
0 out of 165

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.37% +8.74%
Feb 2003 - Jan 2018
+5.82%
Mar 1994 - Feb 2009
0.00%
0 out of 153

Annualized Rolling Returns - 16 Years (192 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.53% +8.81%
Mar 1995 - Feb 2011
+5.99%
Apr 2004 - Mar 2020
0.00%
0 out of 141

Annualized Rolling Returns - 17 Years (204 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.62% +8.65%
May 1994 - Apr 2011
+6.71%
Feb 1999 - Jan 2016
0.00%
0 out of 129

Annualized Rolling Returns - 18 Years (216 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.66% +8.70%
Apr 2003 - Mar 2021
+6.31%
Apr 2002 - Mar 2020
0.00%
0 out of 117

Annualized Rolling Returns - 19 Years (228 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.63% +8.98%
Dec 1994 - Nov 2013
+6.39%
Apr 2001 - Mar 2020
0.00%
0 out of 105

Annualized Rolling Returns - 20 Years (240 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.63% +9.00%
Dec 1994 - Nov 2014
+6.16%
Apr 2000 - Mar 2020
0.00%
0 out of 93

In order to have complete information about the portfolio, please refer to the Bill Schultheis Coffee House Portfolio: ETF allocation and returns page.

Share this page