The Bill Schultheis Coffee House Portfolio is exposed for 60% on the Stock Market.

In the last 10 years, it obtained a 9.96% compound annual return, with a 8.09% standard deviation (*).

(*) Last Update: April 2019

The Bill Schultheis Coffee House Portfolio has the following asset allocation:

60% Stocks
40% Fixed Income
0% Commodities

The Bill Schultheis Coffee House Portfolio can be replicated with the following ETFs:

Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at each January 1st).

Last Update: April 2019.

Capital Growth and Historical Returns

An investment of 1000$, since January 1994, now would be worth 7022.45$, with a total return of 602.24% (8.00% annualized).

Capital Growth:

Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000

IJR - iShares Core S&P Small-Cap: simulated historical serie, up to December 2000

VTV - Vanguard Value: simulated historical serie, up to December 2004

VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007

VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004

VV - Vanguard Large-Cap: simulated historical serie, up to December 2004

BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007

Swipe left to see all data
Range Returns
Apr 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.87%
0.00%
1 - 0
YTD
+10.83%
0.00%
4 - 0
1Y
+6.94%
10.12%
-8.99%
Sep 2018 - Dec 2018
9 - 3
3Y
+7.76%
annualized
6.94%
-8.99%
Sep 2018 - Dec 2018
28 - 8
5Y
+6.29%
annualized
7.04%
-8.99%
Sep 2018 - Dec 2018
44 - 16
10Y
+9.96%
annualized
8.09%
-10.65%
May 2011 - Sep 2011
85 - 35
MAX
Dec 1993
+8.00%
annualized
8.97%
-33.93%
Nov 2007 - Feb 2009
212 - 92

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

Bill Schultheis Coffee House Portfolio: annualized rolling and average returns

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Return (*)
Rolling Period Average Best Worst
1 Year
+8.61% +39.85%
Mar 2009 - Feb 2010
-28.44%
Mar 2008 - Feb 2009
2 Years
+8.44% +28.53%
Mar 2009 - Feb 2011
-16.54%
Mar 2007 - Feb 2009
3 Years
+8.24% +20.12%
Mar 2009 - Feb 2012
-7.87%
Mar 2006 - Feb 2009
5 Years
+7.92% +16.60%
Mar 2009 - Feb 2014
-0.95%
Mar 2004 - Feb 2009
7 Years
+7.71% +12.23%
Apr 2009 - Mar 2016
+2.08%
Mar 2002 - Feb 2009
10 Years
+7.57% +11.15%
Mar 2009 - Feb 2019
+3.45%
Mar 1999 - Feb 2009
15 Years
+7.47% +8.74%
Feb 2003 - Jan 2018
+5.82%
Mar 1994 - Feb 2009

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+10.83% 6.2 1.7 0.7 1.9
2018
-5.19% 1.1 -3.3 0.4 0.2 2.0 0.5 1.8 1.7 -1.0 -4.9 1.6 -4.9
2017
+11.02% 0.5 1.8 -0.1 0.8 0.3 1.1 1.2 -0.1 2.1 0.7 1.7 0.6
2016
+11.04% -2.6 0.4 5.2 0.7 0.6 1.7 2.8 -0.1 0.1 -2.3 2.3 2.0
2015
-0.91% 0.1 1.9 0.2 -0.5 0.1 -1.5 0.8 -3.7 -1.0 4.0 0.2 -1.4
2014
+8.90% -1.0 3.0 0.6 0.5 1.3 1.6 -1.6 2.5 -2.8 3.1 1.1 0.4
2013
+15.45% 2.6 0.8 2.0 1.9 -0.3 -1.4 3.3 -2.6 3.5 2.9 1.1 0.8
2012
+11.51% 3.9 1.7 1.5 0.0 -3.9 3.0 0.8 1.5 1.3 -0.7 0.6 1.6
2011
+2.80% 0.9 2.5 0.3 2.7 -0.2 -1.4 -0.6 -3.5 -5.4 7.2 -0.6 1.4
2010
+14.67% -1.8 2.2 4.4 2.6 -4.5 -2.7 4.9 -2.2 5.1 2.5 -0.3 4.1
2009
+17.77% -8.4 -7.7 4.6 9.3 3.6 -0.1 6.3 3.6 3.4 -2.4 3.5 2.4
2008
-18.65% -2.4 -1.5 0.8 2.6 0.6 -5.2 0.3 1.3 -3.9 -13.5 -3.9 5.7
2007
+2.67% 1.6 -0.2 0.6 1.9 1.6 -1.8 -2.5 1.7 2.3 1.7 -3.0 -1.0
2006
+15.13% 3.7 0.4 1.8 0.4 -2.3 0.6 0.6 2.1 1.2 3.1 2.3 0.4
2005
+6.39% -1.8 1.6 -1.5 -0.6 2.6 1.7 2.5 -0.2 0.5 -2.1 2.6 0.8
2004
+13.96% 1.8 1.6 1.0 -4.1 1.2 2.3 -1.5 1.8 1.5 1.8 3.6 2.4
2003
+23.09% -1.9 -0.7 0.1 5.1 4.9 1.3 0.9 2.0 0.8 3.5 1.9 3.2
2002
-4.97% -0.3 0.1 3.1 0.4 -0.3 -2.3 -6.0 0.9 -3.9 1.5 3.0 -0.8
2001
+2.01% 2.9 -3.2 -2.3 3.6 0.9 0.4 0.1 -0.8 -5.5 1.8 2.8 1.7
2000
+7.25% -2.1 1.9 2.7 -1.0 -1.1 2.6 0.8 2.7 -0.7 -0.8 -2.5 4.7
1999
+8.30% 0.6 -3.2 1.5 4.6 -0.5 2.2 -1.3 -1.2 -0.7 1.4 1.3 3.7
1998
+7.16% 0.4 3.5 2.7 0.3 -1.2 0.8 -2.3 -8.3 3.5 3.0 3.0 2.3
1997
+17.88% 1.5 0.1 -1.9 1.5 4.5 3.5 4.4 -1.9 4.8 -2.2 1.1 1.7
1996
+13.71% 1.1 0.2 0.7 1.4 1.2 0.1 -2.6 1.9 2.8 1.5 4.1 0.7
1995
+22.24% 0.5 2.1 1.8 2.0 3.1 1.5 2.3 0.9 1.9 -1.1 2.8 2.5
1994
-0.93% 3.3 -1.4 -3.6 0.5 0.1 -1.1 1.9 2.0 -1.9 0.2 -2.6 1.9