Last Update: 31 March 2024
The Vanguard LifeStrategy Growth Fund Portfolio obtained a 7.92% compound annual return, with a 12.39% standard deviation, in the last 30 Years.
The Bill Schultheis Coffeehouse Portfolio obtained a 7.71% compound annual return, with a 9.69% standard deviation, in the last 30 Years.
Summary
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| Vanguard LifeStrategy Growth Fund Portfolio | Bill Schultheis Coffeehouse Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 60% |
| Fixed Income | 20% | 40% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.92% | +7.71% |
| Std Dev | 12.39% | 9.69% | |
| Max Drawdown | -44.18% | -33.93% | |
| All time Stats (Since Jan 1985) |
Return | +9.57% | +9.04% |
| Std Dev | 12.37% | 9.64% | |
| Max Drawdown | -44.18% | -33.93% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Growth Fund Portfolio | +2.66 | +17.09 | +18.61 | +9.00 | +7.80 | +7.92 | +9.57 |
| Bill Schultheis Coffeehouse Portfolio | +2.25 | +13.07 | +10.50 | +5.76 | +5.88 | +7.71 | +9.04 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Vanguard LifeStrategy Growth Fund Portfolio: an investment of 1$, since April 1994,
now would be worth 9.84$, with a total return of 884.28%
(7.92% annualized).
Bill Schultheis Coffeehouse Portfolio: an investment of 1$, since April 1994, now would be worth 9.29$, with a total return of 829.23% (7.71% annualized).
Bill Schultheis Coffeehouse Portfolio: an investment of 1$, since April 1994, now would be worth 9.29$, with a total return of 829.23% (7.71% annualized).
Vanguard LifeStrategy Growth Fund Portfolio: an investment of 1$, since January 1985,
now would be worth 36.15$, with a total return of 3515.39%
(9.57% annualized).
Bill Schultheis Coffeehouse Portfolio: an investment of 1$, since January 1985, now would be worth 29.83$, with a total return of 2883.20% (9.04% annualized).
Bill Schultheis Coffeehouse Portfolio: an investment of 1$, since January 1985, now would be worth 29.83$, with a total return of 2883.20% (9.04% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Vanguard LifeStrategy Growth Fund 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 |
| -44.18% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 20.49 | |||||
| -33.93% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 14.65 | |||||
| -33.43% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 17.98 | |||||
| -23.11% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.67 | |||||
| -19.65% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.74 | |||||
| -17.22% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.87 | |||||
| -15.97% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.35 | |||||
| -15.36% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.30 | |||||
| -12.34% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.52 | |||||
| -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 | |||||
| -10.58% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.27 | |||||
| -10.02% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.29 | |||||
| -9.00% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.08 | |||||
| -6.90% | Feb 2001 | Sep 2001 (8) | Mar 2002 (14) | 2.98 | |||||
| -5.61% | Apr 2015 | Sep 2015 (6) | Apr 2016 (13) | 3.06 | |||||
| -4.69% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.71 | |||||
| -4.68% | Aug 1997 | Aug 1997 (1) | Sep 1997 (2) | 2.70 | |||||
| -4.24% | Jun 2007 | Jul 2007 (2) | Oct 2007 (5) | 2.17 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Vanguard LifeStrategy Growth Fund 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 |
| -44.18% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 20.49 | |||||
| -33.93% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 14.65 | |||||
| -33.43% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 17.98 | |||||
| -23.11% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.67 | |||||
| -19.65% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.74 | |||||
| -18.83% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 8.70 | |||||
| -17.22% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.87 | |||||
| -15.97% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.35 | |||||
| -15.83% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.17 | |||||
| -15.68% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 7.31 | |||||
| -15.36% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.30 | |||||
| -12.34% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.52 | |||||
| -11.30% | May 2002 | Sep 2002 (5) | Jun 2003 (14) | 7.44 | |||||
| -10.79% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 4.86 | |||||
| -10.73% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 5.41 | |||||
| -10.66% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 4.54 | |||||
| -10.58% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.27 | |||||
| -10.02% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.29 | |||||
| -9.00% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.08 | |||||
| -6.90% | Feb 2001 | Sep 2001 (8) | Mar 2002 (14) | 2.98 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+6.05%
|
-0.05% |
+2.20%
|
-1.41% |
| 2023 |
+18.86%
|
-8.61% |
+11.65%
|
-9.20% |
| 2022 |
-16.96%
|
-23.11% |
-14.38%
|
-19.65% |
| 2021 |
+14.57%
|
-3.51% |
+15.24%
|
-2.68% |
| 2020 |
+15.01%
|
-17.22% |
+7.45%
|
-15.36% |
| 2019 |
+23.41%
|
-4.69% |
+18.99%
|
-3.17% |
| 2018 |
-6.89%
|
-10.58% |
-5.19%
|
-9.00% |
| 2017 |
+19.59%
|
0.00% |
+11.02%
|
-0.14% |
| 2016 |
+8.36%
|
-4.84% |
+11.04%
|
-2.64% |
| 2015 |
-1.21%
|
-8.87% |
-0.91%
|
-5.61% |
| 2014 |
+5.91%
|
-3.07% |
+8.90%
|
-2.75% |
| 2013 |
+20.25%
|
-2.32% |
+15.45%
|
-2.56% |
| 2012 |
+14.96%
|
-7.23% |
+11.51%
|
-3.93% |
| 2011 |
-2.40%
|
-15.97% |
+2.80%
|
-10.66% |
| 2010 |
+13.52%
|
-9.79% |
+14.67%
|
-7.05% |
| 2009 |
+27.33%
|
-15.58% |
+17.77%
|
-15.43% |
| 2008 |
-30.83%
|
-33.74% |
-18.65%
|
-23.09% |
| 2007 |
+8.81%
|
-4.40% |
+2.67%
|
-4.24% |
| 2006 |
+16.83%
|
-3.10% |
+15.13%
|
-2.29% |
| 2005 |
+8.65%
|
-3.29% |
+6.39%
|
-2.22% |
| 2004 |
+13.76%
|
-2.77% |
+13.96%
|
-4.05% |
| 2003 |
+28.46%
|
-3.92% |
+23.09%
|
-2.53% |
| 2002 |
-12.94%
|
-18.80% |
-4.97%
|
-11.30% |
| 2001 |
-9.88%
|
-18.66% |
+2.01%
|
-6.90% |
| 2000 |
-7.93%
|
-11.97% |
+7.25%
|
-3.83% |
| 1999 |
+20.92%
|
-2.83% |
+8.30%
|
-3.23% |
| 1998 |
+18.39%
|
-12.34% |
+7.16%
|
-10.79% |
| 1997 |
+15.66%
|
-4.68% |
+17.88%
|
-2.22% |
| 1996 |
+12.34%
|
-3.62% |
+13.71%
|
-2.62% |
| 1995 |
+22.27%
|
-1.04% |
+22.24%
|
-1.06% |
| 1994 |
+2.23%
|
-4.78% |
-0.93%
|
-5.85% |
| 1993 |
+17.02%
|
-4.25% |
+15.63%
|
-2.89% |
| 1992 |
+1.35%
|
-4.94% |
+9.77%
|
-1.73% |
| 1991 |
+22.00%
|
-4.33% |
+24.84%
|
-2.96% |
| 1990 |
-9.21%
|
-15.83% |
-5.30%
|
-10.73% |
| 1989 |
+20.19%
|
-2.11% |
+17.31%
|
-1.45% |
| 1988 |
+18.08%
|
-3.25% |
+15.77%
|
-1.69% |
| 1987 |
+11.43%
|
-18.83% |
+2.99%
|
-15.68% |
| 1986 |
+30.37%
|
-4.99% |
+20.45%
|
-3.64% |
| 1985 |
+35.82%
|
-2.28% |
+29.40%
|
-1.69% |
