Dynamic 60/40 Income vs Bill Schultheis Coffeehouse Portfolio Comparison

Last Update: 29 February 2024

The Dynamic 60/40 Income Portfolio obtained a 6.98% compound annual return, with a 9.36% standard deviation, in the last 30 Years.

The Bill Schultheis Coffeehouse Portfolio obtained a 7.50% compound annual return, with a 9.72% standard deviation, in the last 30 Years.

Summary

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Dynamic 60/40 Income Portfolio Bill Schultheis Coffeehouse Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
30 Years Stats Return +6.98% +7.50%
Std Dev 9.36% 9.72%
Max Drawdown -41.44% -33.93%
All time Stats
(Since Jan 1992)
Return +7.40% +7.84%
Std Dev 9.11% 9.49%
Max Drawdown -41.44% -33.93%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 60/40 Income Portfolio +1.62 +7.29 +10.32 +5.29 +5.40 +6.98 +7.40
Bill Schultheis Coffeehouse Portfolio +1.38 +6.04 +8.27 +5.44 +5.70 +7.50 +7.84
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Dynamic 60/40 Income Portfolio: an investment of 1$, since March 1994, now would be worth 7.57$, with a total return of 657.27% (6.98% annualized).

Bill Schultheis Coffeehouse Portfolio: an investment of 1$, since March 1994, now would be worth 8.76$, with a total return of 776.15% (7.50% annualized).

Dynamic 60/40 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.93$, with a total return of 893.13% (7.40% annualized).

Bill Schultheis Coffeehouse Portfolio: an investment of 1$, since January 1992, now would be worth 11.32$, with a total return of 1032.09% (7.84% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Dynamic 60/40 Income Portfolio
Bill Schultheis Coffeehouse Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-33.93% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.65
-19.65% Jan 2022 Sep 2022 (9) In progress (26) 10.92
-18.21% Jan 2022 Sep 2022 (9) In progress (26) 11.41
-15.36% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.30
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-11.30% May 2002 Sep 2002 (5) Jun 2003 (14) 7.44
-10.79% May 1998 Aug 1998 (4) Dec 1998 (8) 4.86
-10.66% May 2011 Sep 2011 (5) Jan 2012 (9) 4.54
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-9.00% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.08
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.90% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.98
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-6.05% Mar 1994 Nov 1994 (9) Mar 1995 (13) 3.45
-5.61% Apr 2015 Sep 2015 (6) Apr 2016 (13) 3.06
-4.47% Mar 1994 Nov 1994 (9) Mar 1995 (13) 2.58
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43
-4.29% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.49

Drawdown comparison chart since January 1992.

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Dynamic 60/40 Income Portfolio
Bill Schultheis Coffeehouse Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-33.93% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.65
-19.65% Jan 2022 Sep 2022 (9) In progress (26) 10.92
-18.21% Jan 2022 Sep 2022 (9) In progress (26) 11.41
-15.36% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.30
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-11.30% May 2002 Sep 2002 (5) Jun 2003 (14) 7.44
-10.79% May 1998 Aug 1998 (4) Dec 1998 (8) 4.86
-10.66% May 2011 Sep 2011 (5) Jan 2012 (9) 4.54
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-9.00% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.08
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.90% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.98
-6.80% Feb 1994 Nov 1994 (10) Apr 1995 (15) 3.87
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-5.85% Feb 1994 Nov 1994 (10) Mar 1995 (14) 3.67
-5.61% Apr 2015 Sep 2015 (6) Apr 2016 (13) 3.06
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43
-4.29% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.49

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+1.48%
-0.14%
-0.05%
-1.41%
2023
+12.28%
-6.45%
+11.65%
-9.20%
2022
-15.89%
-18.21%
-14.38%
-19.65%
2021
+15.27%
-2.58%
+15.24%
-2.68%
2020
+6.26%
-14.24%
+7.45%
-15.36%
2019
+18.59%
-1.55%
+18.99%
-3.17%
2018
-3.28%
-6.80%
-5.19%
-9.00%
2017
+8.11%
-0.39%
+11.02%
-0.14%
2016
+7.39%
-2.92%
+11.04%
-2.64%
2015
+0.49%
-4.42%
-0.91%
-5.61%
2014
+11.87%
-2.32%
+8.90%
-2.75%
2013
+8.15%
-3.78%
+15.45%
-2.56%
2012
+12.84%
-3.09%
+11.51%
-3.93%
2011
+3.16%
-10.41%
+2.80%
-10.66%
2010
+14.75%
-5.96%
+14.67%
-7.05%
2009
+25.31%
-19.50%
+17.77%
-15.43%
2008
-21.78%
-30.14%
-18.65%
-23.09%
2007
-3.54%
-7.01%
+2.67%
-4.24%
2006
+14.28%
-1.89%
+15.13%
-2.29%
2005
+5.27%
-2.10%
+6.39%
-2.22%
2004
+12.11%
-4.29%
+13.96%
-4.05%
2003
+22.26%
0.00%
+23.09%
-2.53%
2002
-0.78%
-6.19%
-4.97%
-11.30%
2001
+5.55%
-3.29%
+2.01%
-6.90%
2000
+5.79%
-3.60%
+7.25%
-3.83%
1999
+4.89%
-3.30%
+8.30%
-3.23%
1998
+5.13%
-7.02%
+7.16%
-10.79%
1997
+16.74%
-0.91%
+17.88%
-2.22%
1996
+16.21%
-0.78%
+13.71%
-2.62%
1995
+20.42%
-0.12%
+22.24%
-1.06%
1994
-3.20%
-6.80%
-0.93%
-5.85%
1993
+14.00%
-1.75%
+15.63%
-2.89%
1992
+13.92%
-0.48%
+9.77%
-1.73%