Bill Schultheis Coffeehouse Portfolio: Rolling Returns

Data Source: from January 1970 to January 2024 (~54 years)
Consolidated Returns as of 31 January 2024

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

Considering all the available data source (~54 years), the longest period with a negative return lasted 62 months (from January 2004 to February 2009).

This means that every rolling period of 63 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Bill Schultheis Coffeehouse Portfolio: ETF allocation and returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

BILL SCHULTHEIS COFFEEHOUSE PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 5.87% (updated at Jan 31, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

BILL SCHULTHEIS COFFEEHOUSE PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1970 - 31 January 2024 (~54 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -28.44 03/2008
02/2009
0.71$ -1.12 0.98$ 9.22 1.09$ 16.63 1.16$ 39.85 03/2009
02/2010
1.39$ 3.55 18.34%
2Y -16.54 03/2007
02/2009
0.69$ 1.81 1.03$ 8.35 1.17$ 13.95 1.29$ 28.53 03/2009
02/2011
1.65$ -1.03 11.87%
3Y -7.87 03/2006
02/2009
0.78$ 3.33 1.10$ 7.72 1.25$ 12.58 1.42$ 20.12 03/2009
02/2012
1.73$ 2.53 6.15%
4Y -3.51 03/2005
02/2009
0.86$ 3.57 1.15$ 7.59 1.33$ 11.82 1.56$ 17.30 03/2009
02/2013
1.89$ 4.12 1.28%
5Y -0.95 03/2004
02/2009
0.95$ 3.99 1.21$ 7.64 1.44$ 10.98 1.68$ 16.60 03/2009
02/2014
2.15$ 5.51 0.66%
6Y 3.07 11/2017
10/2023
1.19$ 5.08 1.34$ 7.48 1.54$ 9.44 1.71$ 15.27 03/2009
02/2015
2.34$ 4.50 0.00%
7Y 2.08 03/2002
02/2009
1.15$ 5.79 1.48$ 7.51 1.66$ 9.02 1.83$ 12.23 04/2009
03/2016
2.24$ 5.49 0.00%
8Y 2.10 03/2001
02/2009
1.18$ 5.92 1.58$ 7.53 1.78$ 8.99 1.99$ 12.64 03/2009
02/2017
2.59$ 6.60 0.00%
9Y 2.65 03/2000
02/2009
1.26$ 5.64 1.63$ 7.51 1.91$ 9.08 2.18$ 11.88 03/2009
02/2018
2.74$ 5.42 0.00%
10Y 3.45 03/1999
02/2009
1.40$ 6.00 1.79$ 7.45 2.05$ 9.39 2.45$ 11.15 03/2009
02/2019
2.87$ 5.87 0.00%
11Y 3.17 03/1998
02/2009
1.41$ 6.26 1.94$ 7.10 2.12$ 9.52 2.72$ 10.64 02/1995
01/2006
3.04$ 6.36 0.00%
12Y 4.52 03/1997
02/2009
1.69$ 6.12 2.03$ 6.98 2.24$ 9.36 2.92$ 11.07 03/2009
02/2021
3.52$ 6.67 0.00%
13Y 4.88 04/2007
03/2020
1.85$ 6.43 2.24$ 7.13 2.44$ 8.35 2.83$ 10.67 03/2009
02/2022
3.73$ 6.60 0.00%
14Y 5.31 04/2006
03/2020
2.06$ 6.62 2.45$ 7.27 2.67$ 7.91 2.90$ 9.36 06/1994
05/2008
3.49$ 7.37 0.00%
15Y 5.14 10/2007
09/2022
2.11$ 6.49 2.56$ 7.24 2.85$ 7.99 3.16$ 8.74 02/2003
01/2018
3.51$ 8.53 0.00%
16Y 4.98 11/2007
10/2023
2.17$ 6.70 2.82$ 7.37 3.12$ 7.92 3.38$ 8.81 03/1995
02/2011
3.86$ 6.18 0.00%
17Y 5.25 11/2006
10/2023
2.38$ 6.92 3.11$ 7.34 3.33$ 8.06 3.73$ 8.65 05/1994
04/2011
4.09$ 5.72 0.00%
18Y 5.82 11/2005
10/2023
2.77$ 6.68 3.20$ 7.43 3.63$ 8.30 4.20$ 8.70 04/2003
03/2021
4.48$ 6.10 0.00%
19Y 5.99 11/2004
10/2023
3.02$ 6.76 3.46$ 7.36 3.85$ 8.45 4.67$ 8.98 12/1994
11/2013
5.12$ 6.42 0.00%
20Y 6.16 04/2000
03/2020
3.30$ 6.92 3.81$ 7.42 4.18$ 8.18 4.81$ 9.00 12/1994
11/2014
5.60$ 6.59 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -28.45 03/2008
02/2009
0.71$ -3.49 0.96$ 6.74 1.06$ 14.53 1.14$ 36.90 03/2009
02/2010
1.36$ 0.43 24.07%
2Y -18.22 03/2007
02/2009
0.66$ -0.49 0.99$ 5.77 1.11$ 11.17 1.23$ 25.84 03/2009
02/2011
1.58$ -5.49 15.73%
3Y -9.83 03/2006
02/2009
0.73$ 0.02 1.00$ 5.51 1.17$ 9.80 1.32$ 17.31 03/2009
02/2012
1.61$ -2.97 14.77%
4Y -5.90 03/2005
02/2009
0.78$ 0.76 1.03$ 5.49 1.23$ 9.14 1.41$ 14.66 03/2009
02/2013
1.72$ -0.44 8.31%
5Y -3.50 03/2004
02/2009
0.83$ 1.30 1.06$ 5.26 1.29$ 8.59 1.50$ 14.25 03/2009
02/2014
1.94$ 1.30 4.65%
6Y -0.66 11/2017
10/2023
0.96$ 2.65 1.17$ 5.21 1.35$ 7.30 1.52$ 13.34 03/2009
02/2015
2.11$ 0.76 0.69%
7Y -0.48 03/2002
02/2009
0.96$ 3.42 1.26$ 5.11 1.41$ 6.89 1.59$ 10.42 04/2009
03/2016
2.00$ 1.94 0.72%
8Y -0.28 03/2001
02/2009
0.97$ 3.46 1.31$ 5.30 1.51$ 6.51 1.65$ 10.72 03/2009
02/2017
2.25$ 3.13 0.38%
9Y 0.13 03/2000
02/2009
1.01$ 3.39 1.35$ 5.08 1.56$ 6.70 1.79$ 9.91 03/2009
02/2018
2.34$ 2.22 0.00%
10Y 0.83 03/1999
02/2009
1.08$ 3.56 1.41$ 5.21 1.66$ 6.81 1.93$ 9.23 03/2009
02/2019
2.41$ 3.00 0.00%
11Y 0.65 03/1998
02/2009
1.07$ 3.83 1.51$ 4.84 1.68$ 6.93 2.08$ 8.58 03/2009
02/2020
2.47$ 3.59 0.00%
12Y 2.05 03/1997
02/2009
1.27$ 3.74 1.55$ 4.87 1.77$ 6.84 2.21$ 9.10 03/2009
02/2021
2.84$ 3.98 0.00%
13Y 2.69 03/1996
02/2009
1.41$ 4.04 1.67$ 4.84 1.84$ 6.05 2.14$ 8.22 03/2009
02/2022
2.79$ 3.88 0.00%
14Y 3.38 10/1997
09/2011
1.59$ 4.32 1.80$ 4.87 1.94$ 5.57 2.13$ 6.59 03/2009
02/2023
2.44$ 4.69 0.00%
15Y 2.70 10/2007
09/2022
1.49$ 4.23 1.86$ 4.99 2.07$ 5.49 2.22$ 6.52 02/2003
01/2018
2.57$ 5.82 0.00%
16Y 2.48 11/2007
10/2023
1.47$ 4.49 2.02$ 5.06 2.20$ 5.57 2.38$ 6.22 03/1995
02/2011
2.62$ 3.70 0.00%
17Y 2.68 11/2006
10/2023
1.56$ 4.62 2.15$ 5.12 2.33$ 5.65 2.54$ 6.13 02/2003
01/2020
2.74$ 3.14 0.00%
18Y 3.30 11/2005
10/2023
1.79$ 4.39 2.16$ 5.05 2.42$ 5.81 2.76$ 6.51 04/2003
03/2021
3.11$ 3.54 0.00%
19Y 3.36 11/2004
10/2023
1.87$ 4.50 2.30$ 5.06 2.55$ 5.96 3.00$ 6.45 12/1994
11/2013
3.27$ 3.76 0.00%
20Y 3.66 11/2003
10/2023
2.05$ 4.59 2.45$ 5.09 2.69$ 5.86 3.12$ 6.53 12/1994
11/2014
3.54$ 3.92 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -28.44 03/2008
02/2009
0.71$ -0.42 0.99$ 10.65 1.10$ 20.22 1.20$ 51.84 07/1982
06/1983
1.51$ 3.55 15.83%
2Y -16.54 03/2007
02/2009
0.69$ 3.57 1.07$ 10.11 1.21$ 16.54 1.35$ 31.86 07/1984
06/1986
1.73$ -1.03 8.63%
3Y -7.87 03/2006
02/2009
0.78$ 4.34 1.13$ 10.05 1.33$ 16.23 1.57$ 26.75 08/1984
07/1987
2.03$ 2.53 4.72%
4Y -3.51 03/2005
02/2009
0.86$ 4.89 1.21$ 9.95 1.46$ 15.18 1.76$ 26.97 07/1982
06/1986
2.59$ 4.12 0.66%
5Y -0.95 03/2004
02/2009
0.95$ 5.37 1.29$ 9.75 1.59$ 15.14 2.02$ 24.81 08/1982
07/1987
3.02$ 5.51 0.34%
6Y 3.07 11/2017
10/2023
1.19$ 5.99 1.41$ 9.48 1.72$ 15.06 2.32$ 21.87 10/1981
09/1987
3.27$ 4.50 0.00%
7Y 2.08 03/2002
02/2009
1.15$ 6.57 1.56$ 9.30 1.86$ 14.85 2.63$ 21.45 04/1980
03/1987
3.89$ 5.49 0.00%
8Y 2.10 03/2001
02/2009
1.18$ 6.55 1.66$ 9.40 2.05$ 15.05 3.06$ 19.23 03/1979
02/1987
4.08$ 6.60 0.00%
9Y 2.65 03/2000
02/2009
1.26$ 6.88 1.81$ 9.59 2.27$ 15.29 3.59$ 18.73 03/1978
02/1987
4.68$ 5.42 0.00%
10Y 3.45 03/1999
02/2009
1.40$ 6.72 1.91$ 9.77 2.53$ 15.35 4.17$ 17.65 09/1977
08/1987
5.08$ 5.87 0.00%
11Y 3.17 03/1998
02/2009
1.41$ 6.70 2.04$ 9.92 2.83$ 14.91 4.61$ 17.53 01/1975
12/1985
5.91$ 6.36 0.00%
12Y 4.52 03/1997
02/2009
1.69$ 6.72 2.18$ 10.10 3.17$ 14.78 5.23$ 18.12 09/1974
08/1986
7.37$ 6.67 0.00%
13Y 4.88 04/2007
03/2020
1.85$ 6.88 2.37$ 10.15 3.51$ 14.59 5.87$ 18.03 10/1974
09/1987
8.63$ 6.60 0.00%
14Y 5.31 04/2006
03/2020
2.06$ 7.07 2.60$ 10.04 3.81$ 14.53 6.68$ 16.71 10/1974
09/1988
8.70$ 7.37 0.00%
15Y 5.14 10/2007
09/2022
2.11$ 7.04 2.77$ 10.07 4.21$ 14.23 7.35$ 16.86 10/1974
09/1989
10.35$ 8.53 0.00%
16Y 4.98 11/2007
10/2023
2.17$ 7.22 3.05$ 10.03 4.61$ 14.11 8.26$ 15.24 04/1982
03/1998
9.67$ 6.18 0.00%
17Y 5.25 11/2006
10/2023
2.38$ 7.27 3.29$ 10.01 5.05$ 14.06 9.36$ 15.61 01/1975
12/1991
11.77$ 5.72 0.00%
18Y 5.82 11/2005
10/2023
2.77$ 7.22 3.50$ 10.02 5.58$ 13.84 10.30$ 15.35 10/1974
09/1992
13.07$ 6.10 0.00%
19Y 5.99 11/2004
10/2023
3.02$ 7.30 3.81$ 10.02 6.13$ 13.73 11.51$ 15.62 10/1974
09/1993
15.75$ 6.42 0.00%
20Y 6.16 04/2000
03/2020
3.30$ 7.42 4.18$ 9.99 6.71$ 13.67 12.96$ 14.73 10/1974
09/1994
15.62$ 6.59 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -29.27 10/1973
09/1974
0.70$ -3.83 0.96$ 6.66 1.06$ 15.87 1.15$ 48.17 07/1982
06/1983
1.48$ 0.43 25.55%
2Y -18.88 01/1973
12/1974
0.65$ -0.04 0.99$ 5.75 1.11$ 12.48 1.26$ 28.38 07/1984
06/1986
1.64$ -5.49 15.02%
3Y -10.89 01/1972
12/1974
0.70$ 0.05 1.00$ 5.89 1.18$ 11.05 1.36$ 23.04 08/1984
07/1987
1.86$ -2.97 14.66%
4Y -6.13 01/1971
12/1974
0.77$ 0.53 1.02$ 6.21 1.27$ 10.57 1.49$ 23.21 07/1982
06/1986
2.30$ -0.44 10.96%
5Y -4.62 01/1970
12/1974
0.78$ 1.30 1.06$ 5.86 1.32$ 10.26 1.62$ 21.01 08/1982
07/1987
2.59$ 1.30 8.14%
6Y -1.21 12/1972
11/1978
0.92$ 2.42 1.15$ 5.86 1.40$ 9.69 1.74$ 17.70 10/1981
09/1987
2.65$ 0.76 2.60%
7Y -0.92 04/1973
03/1980
0.93$ 3.08 1.23$ 5.98 1.50$ 9.51 1.88$ 16.03 08/1982
07/1989
2.83$ 1.94 1.24%
8Y -1.16 04/1972
03/1980
0.91$ 3.26 1.29$ 6.14 1.61$ 9.51 2.06$ 14.39 10/1981
09/1989
2.93$ 3.13 0.90%
9Y -0.63 04/1971
03/1980
0.94$ 3.29 1.33$ 6.41 1.74$ 9.77 2.31$ 12.46 08/1982
07/1991
2.87$ 2.22 1.11%
10Y -0.14 07/1972
06/1982
0.98$ 3.79 1.45$ 6.63 1.89$ 9.52 2.48$ 12.18 08/1982
07/1992
3.15$ 3.00 0.38%
11Y 0.40 04/1971
03/1982
1.04$ 3.83 1.51$ 6.81 2.06$ 9.26 2.64$ 12.37 08/1982
07/1993
3.60$ 3.59 0.00%
12Y 1.19 03/1970
02/1982
1.15$ 3.91 1.58$ 6.76 2.19$ 9.15 2.85$ 11.86 10/1981
09/1993
3.83$ 3.98 0.00%
13Y 2.69 03/1996
02/2009
1.41$ 4.24 1.71$ 6.76 2.34$ 9.13 3.11$ 11.22 08/1982
07/1995
3.98$ 3.88 0.00%
14Y 3.38 10/1997
09/2011
1.59$ 4.63 1.88$ 6.30 2.35$ 9.12 3.39$ 11.10 07/1982
06/1996
4.36$ 4.69 0.00%
15Y 2.70 10/2007
09/2022
1.49$ 4.75 2.00$ 6.33 2.51$ 8.92 3.60$ 11.72 08/1982
07/1997
5.26$ 5.82 0.00%
16Y 2.48 11/2007
10/2023
1.47$ 4.85 2.13$ 6.29 2.65$ 8.68 3.78$ 11.53 07/1982
06/1998
5.72$ 3.70 0.00%
17Y 2.68 11/2006
10/2023
1.56$ 5.00 2.29$ 6.13 2.74$ 8.71 4.13$ 11.05 07/1982
06/1999
5.94$ 3.14 0.00%
18Y 3.30 11/2005
10/2023
1.79$ 4.94 2.38$ 6.28 2.99$ 8.65 4.44$ 10.72 04/1980
03/1998
6.25$ 3.54 0.00%
19Y 3.36 11/2004
10/2023
1.87$ 4.98 2.51$ 6.24 3.15$ 8.63 4.82$ 10.23 10/1981
09/2000
6.36$ 3.76 0.00%
20Y 3.66 11/2003
10/2023
2.05$ 5.03 2.66$ 6.23 3.34$ 8.60 5.20$ 9.90 04/1980
03/2000
6.60$ 3.92 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.65% +51.84%
Jul 1982 - Jun 1983
-28.44%
Mar 2008 - Feb 2009
15.83%
101 out of 638
US Inflation Adjusted +6.66% +48.17%
Jul 1982 - Jun 1983
-29.27%
Oct 1973 - Sep 1974
25.55%
163 out of 638
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.11% +31.86%
Jul 1984 - Jun 1986
-16.54%
Mar 2007 - Feb 2009
8.63%
54 out of 626
US Inflation Adjusted +5.75% +28.38%
Jul 1984 - Jun 1986
-18.88%
Jan 1973 - Dec 1974
15.02%
94 out of 626
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.05% +26.75%
Aug 1984 - Jul 1987
-7.87%
Mar 2006 - Feb 2009
4.72%
29 out of 614
US Inflation Adjusted +5.89% +23.04%
Aug 1984 - Jul 1987
-10.89%
Jan 1972 - Dec 1974
14.66%
90 out of 614
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.95% +26.97%
Jul 1982 - Jun 1986
-3.51%
Mar 2005 - Feb 2009
0.66%
4 out of 602
US Inflation Adjusted +6.21% +23.21%
Jul 1982 - Jun 1986
-6.13%
Jan 1971 - Dec 1974
10.96%
66 out of 602
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.75% +24.81%
Aug 1982 - Jul 1987
-0.95%
Mar 2004 - Feb 2009
0.34%
2 out of 590
US Inflation Adjusted +5.86% +21.01%
Aug 1982 - Jul 1987
-4.62%
Jan 1970 - Dec 1974
8.14%
48 out of 590
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.48% +21.87%
Oct 1981 - Sep 1987
+3.07%
Nov 2017 - Oct 2023
0.00%
0 out of 578
US Inflation Adjusted +5.86% +17.70%
Oct 1981 - Sep 1987
-1.21%
Dec 1972 - Nov 1978
2.60%
15 out of 578
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.30% +21.45%
Apr 1980 - Mar 1987
+2.08%
Mar 2002 - Feb 2009
0.00%
0 out of 566
US Inflation Adjusted +5.98% +16.03%
Aug 1982 - Jul 1989
-0.92%
Apr 1973 - Mar 1980
1.24%
7 out of 566
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.40% +19.23%
Mar 1979 - Feb 1987
+2.10%
Mar 2001 - Feb 2009
0.00%
0 out of 554
US Inflation Adjusted +6.14% +14.39%
Oct 1981 - Sep 1989
-1.16%
Apr 1972 - Mar 1980
0.90%
5 out of 554
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.59% +18.73%
Mar 1978 - Feb 1987
+2.65%
Mar 2000 - Feb 2009
0.00%
0 out of 542
US Inflation Adjusted +6.41% +12.46%
Aug 1982 - Jul 1991
-0.63%
Apr 1971 - Mar 1980
1.11%
6 out of 542
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.77% +17.65%
Sep 1977 - Aug 1987
+3.45%
Mar 1999 - Feb 2009
0.00%
0 out of 530
US Inflation Adjusted +6.63% +12.18%
Aug 1982 - Jul 1992
-0.14%
Jul 1972 - Jun 1982
0.38%
2 out of 530
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.92% +17.53%
Jan 1975 - Dec 1985
+3.17%
Mar 1998 - Feb 2009
0.00%
0 out of 518
US Inflation Adjusted +6.81% +12.37%
Aug 1982 - Jul 1993
+0.40%
Apr 1971 - Mar 1982
0.00%
0 out of 518
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.10% +18.12%
Sep 1974 - Aug 1986
+4.52%
Mar 1997 - Feb 2009
0.00%
0 out of 506
US Inflation Adjusted +6.76% +11.86%
Oct 1981 - Sep 1993
+1.19%
Mar 1970 - Feb 1982
0.00%
0 out of 506
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.15% +18.03%
Oct 1974 - Sep 1987
+4.88%
Apr 2007 - Mar 2020
0.00%
0 out of 494
US Inflation Adjusted +6.76% +11.22%
Aug 1982 - Jul 1995
+2.69%
Mar 1996 - Feb 2009
0.00%
0 out of 494
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.04% +16.71%
Oct 1974 - Sep 1988
+5.31%
Apr 2006 - Mar 2020
0.00%
0 out of 482
US Inflation Adjusted +6.30% +11.10%
Jul 1982 - Jun 1996
+3.38%
Oct 1997 - Sep 2011
0.00%
0 out of 482
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.07% +16.86%
Oct 1974 - Sep 1989
+5.14%
Oct 2007 - Sep 2022
0.00%
0 out of 470
US Inflation Adjusted +6.33% +11.72%
Aug 1982 - Jul 1997
+2.70%
Oct 2007 - Sep 2022
0.00%
0 out of 470
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.03% +15.24%
Apr 1982 - Mar 1998
+4.98%
Nov 2007 - Oct 2023
0.00%
0 out of 458
US Inflation Adjusted +6.29% +11.53%
Jul 1982 - Jun 1998
+2.48%
Nov 2007 - Oct 2023
0.00%
0 out of 458
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.01% +15.61%
Jan 1975 - Dec 1991
+5.25%
Nov 2006 - Oct 2023
0.00%
0 out of 446
US Inflation Adjusted +6.13% +11.05%
Jul 1982 - Jun 1999
+2.68%
Nov 2006 - Oct 2023
0.00%
0 out of 446
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.02% +15.35%
Oct 1974 - Sep 1992
+5.82%
Nov 2005 - Oct 2023
0.00%
0 out of 434
US Inflation Adjusted +6.28% +10.72%
Apr 1980 - Mar 1998
+3.30%
Nov 2005 - Oct 2023
0.00%
0 out of 434
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.02% +15.62%
Oct 1974 - Sep 1993
+5.99%
Nov 2004 - Oct 2023
0.00%
0 out of 422
US Inflation Adjusted +6.24% +10.23%
Oct 1981 - Sep 2000
+3.36%
Nov 2004 - Oct 2023
0.00%
0 out of 422
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.99% +14.73%
Oct 1974 - Sep 1994
+6.16%
Apr 2000 - Mar 2020
0.00%
0 out of 410
US Inflation Adjusted +6.23% +9.90%
Apr 1980 - Mar 2000
+3.66%
Nov 2003 - Oct 2023
0.00%
0 out of 410
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Bill Schultheis Coffeehouse Portfolio: ETF allocation and returns page.