Emerging Markets Stocks vs Bill Schultheis Coffeehouse Portfolio Comparison

Last Update: 29 February 2024

The Emerging Markets Stocks Portfolio obtained a 4.45% compound annual return, with a 22.53% 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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Emerging Markets Stocks Portfolio Bill Schultheis Coffeehouse Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 100% 60%
Fixed Income 0% 40%
Commodities 0% 0%
30 Years Stats Return +4.45% +7.50%
Std Dev 22.53% 9.72%
Max Drawdown -60.44% -33.93%
All time Stats
(Since Jan 1976)
Return +7.41% +10.15%
Std Dev 24.03% 9.82%
Max Drawdown -60.44% -33.93%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
Emerging Markets Stocks Portfolio +4.17 +4.06 +7.46 +1.11 +2.35 +4.45 +7.41
Bill Schultheis Coffeehouse Portfolio +1.38 +6.04 +8.27 +5.44 +5.70 +7.50 +10.15
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Emerging Markets Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 3.69$, with a total return of 268.88% (4.45% 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).

Emerging Markets Stocks Portfolio: an investment of 1$, since January 1976, now would be worth 31.25$, with a total return of 3024.55% (7.41% annualized).

Bill Schultheis Coffeehouse Portfolio: an investment of 1$, since January 1976, now would be worth 105.27$, with a total return of 10426.60% (10.15% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Emerging Markets Stocks 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
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-53.99% Aug 1997 Aug 1998 (13) Jan 2004 (78) 29.43
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-33.93% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.65
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-27.16% Sep 1994 Mar 1995 (7) Jan 1997 (29) 14.80
-19.65% Jan 2022 Sep 2022 (9) In progress (26) 10.92
-15.36% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.30
-14.20% Mar 1994 Mar 1994 (1) Aug 1994 (6) 7.46
-11.30% May 2002 Sep 2002 (5) Jun 2003 (14) 7.44
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-10.79% May 1998 Aug 1998 (4) Dec 1998 (8) 4.86
-10.66% May 2011 Sep 2011 (5) Jan 2012 (9) 4.54
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-9.00% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.08
-6.90% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.98
-6.34% Oct 2005 Oct 2005 (1) Dec 2005 (3) 3.20
-5.61% Apr 2015 Sep 2015 (6) Apr 2016 (13) 3.06
-4.74% Mar 1997 Apr 1997 (2) Jun 1997 (4) 2.55

Drawdown comparison chart since January 1976.

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Emerging Markets Stocks 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
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-55.33% Mar 1987 Dec 1987 (10) Sep 1989 (31) 35.10
-55.05% Dec 1980 Jul 1982 (20) May 1986 (66) 33.21
-54.22% Feb 1994 Aug 1998 (55) Jan 2004 (120) 26.65
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-34.47% Aug 1990 Sep 1990 (2) Feb 1991 (7) 19.05
-33.93% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.65
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-23.01% Jun 1992 Dec 1992 (7) Apr 1993 (11) 13.98
-19.65% Jan 2022 Sep 2022 (9) In progress (26) 10.92
-15.68% Sep 1987 Nov 1987 (3) Oct 1988 (14) 7.31
-15.36% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.30
-13.68% Feb 1980 Mar 1980 (2) Nov 1980 (10) 6.61
-11.30% May 2002 Sep 2002 (5) Jun 2003 (14) 7.44
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-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
-10.62% Jan 1990 Apr 1990 (4) Jun 1990 (6) 6.39

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
-0.55%
-4.53%
-0.05%
-1.41%
2023
+8.99%
-12.51%
+11.65%
-9.20%
2022
-20.56%
-29.40%
-14.38%
-19.65%
2021
-3.61%
-11.44%
+15.24%
-2.68%
2020
+17.03%
-23.94%
+7.45%
-15.36%
2019
+18.20%
-7.82%
+18.99%
-3.17%
2018
-15.31%
-22.75%
-5.19%
-9.00%
2017
+37.28%
-0.39%
+11.02%
-0.14%
2016
+10.87%
-5.81%
+11.04%
-2.64%
2015
-16.18%
-23.20%
-0.91%
-5.61%
2014
-3.93%
-11.58%
+8.90%
-2.75%
2013
-3.69%
-13.17%
+15.45%
-2.56%
2012
+19.10%
-14.96%
+11.51%
-3.93%
2011
-18.82%
-29.09%
+2.80%
-10.66%
2010
+16.51%
-10.81%
+14.67%
-7.05%
2009
+68.93%
-14.98%
+17.77%
-15.43%
2008
-48.88%
-53.98%
-18.65%
-23.09%
2007
+33.31%
-8.97%
+2.67%
-4.24%
2006
+31.19%
-11.14%
+15.13%
-2.29%
2005
+32.62%
-9.06%
+6.39%
-2.22%
2004
+24.63%
-11.25%
+13.96%
-4.05%
2003
+57.65%
-5.76%
+23.09%
-2.53%
2002
-7.43%
-24.27%
-4.97%
-11.30%
2001
-2.88%
-30.79%
+2.01%
-6.90%
2000
-27.56%
-31.63%
+7.25%
-3.83%
1999
+61.57%
-4.87%
+8.30%
-3.23%
1998
-18.12%
-40.98%
+7.16%
-10.79%
1997
-16.82%
-27.85%
+17.88%
-2.22%
1996
+15.83%
-6.73%
+13.71%
-2.62%
1995
+0.56%
-11.22%
+22.24%
-1.06%
1994
-20.17%
-25.83%
-0.93%
-5.85%
1993
+100.42%
-5.91%
+15.63%
-2.89%
1992
-10.90%
-23.01%
+9.77%
-1.73%
1991
+111.70%
-7.61%
+24.84%
-2.96%
1990
-1.92%
-34.47%
-5.30%
-10.73%
1989
+98.20%
-6.54%
+17.31%
-1.45%
1988
+36.81%
-6.67%
+15.77%
-1.69%
1987
-46.69%
-55.33%
+2.99%
-15.68%
1986
+11.58%
-9.07%
+20.45%
-3.64%
1985
+27.58%
-4.87%
+29.40%
-1.69%
1984
+16.85%
-4.31%
+10.29%
-5.60%
1983
+14.20%
-3.85%
+19.62%
-2.03%
1982
-31.65%
-40.30%
+25.69%
-2.93%
1981
-20.21%
-22.51%
+5.31%
-8.17%
1980
+6.80%
-13.68%
+18.45%
-10.32%
1979
+19.35%
-6.39%
+18.67%
-8.08%
1978
+14.19%
-7.84%
+9.54%
-8.29%
1977
+6.78%
-3.89%
+6.30%
-2.07%
1976
+6.79%
-7.97%
+26.24%
-1.72%