Last Update: 31 May 2023
The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% standard deviation, in the last 30 Years.
The Bill Schultheis Coffeehouse Portfolio obtained a 7.42% compound annual return, with a 9.53% standard deviation, in the last 30 Years.
Summary
Gold Portfolio | Bill Schultheis Coffeehouse Portfolio | ||
---|---|---|---|
Risk | Very High | High | |
Asset Allocation | Stocks | 0% | 60% |
Fixed Income | 0% | 40% | |
Commodities | 100% | 0% | |
30 Years Stats | Return | +5.37% | +7.42% |
Std Dev | 15.53% | 9.53% | |
Max Drawdown | -42.91% | -33.93% |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1970
1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
---|---|---|---|---|---|---|---|
Gold Portfolio | -1.34 | +10.62 | +6.53 | +8.17 | +3.13 | +5.37 | +7.66 |
Bill Schultheis Coffeehouse Portfolio | -2.05 | -1.92 | -4.25 | +3.89 | +5.68 | +7.42 | +9.57 |
Capital Growth as of May 31, 2023
Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% annualized).
Bill Schultheis Coffeehouse Portfolio: an investment of 1000$, since June 1993, now would be worth 8551.88$, with a total return of 755.19% (7.42% annualized).
Gold Portfolio: an investment of 1000$, since January 1970, now would be worth 51578.26$, with a total return of 5057.83% (7.66% annualized).
Bill Schultheis Coffeehouse Portfolio: an investment of 1000$, since January 1970, now would be worth 131606.18$, with a total return of 13060.62% (9.57% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Gold Portfolio |
Bill Schultheis Coffeehouse Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-42.91% | Sep 2011 | Dec 2015 | |||
-37.17% | Feb 1996 | Aug 1999 | |||
-33.93% | Nov 2007 | Feb 2009 | |||
-25.83% | Mar 2008 | Oct 2008 | |||
-19.65% | Jan 2022 | Sep 2022 | |||
-18.08% | Aug 2020 | Oct 2022 | |||
-15.36% | Jan 2020 | Mar 2020 | |||
-11.51% | Aug 1993 | Sep 1993 | |||
-11.30% | May 2002 | Sep 2002 | |||
-10.79% | May 1998 | Aug 1998 | |||
-10.66% | May 2011 | Sep 2011 | |||
-9.00% | Sep 2018 | Dec 2018 | |||
-8.64% | Dec 2004 | May 2005 | |||
-8.63% | May 2006 | Sep 2006 | |||
-8.37% | Dec 2009 | Jan 2010 | |||
-8.31% | Apr 2004 | Apr 2004 | |||
-6.90% | Feb 2001 | Sep 2001 | |||
-6.38% | Jan 2011 | Jan 2011 | |||
-5.85% | Feb 1994 | Nov 1994 | |||
-5.61% | Apr 2015 | Sep 2015 |
Drawdown comparison chart since January 1970.
Gold Portfolio |
Bill Schultheis Coffeehouse Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-61.78% | Oct 1980 | Aug 1999 | |||
-44.24% | Jan 1975 | Aug 1976 | |||
-42.91% | Sep 2011 | Dec 2015 | |||
-33.93% | Nov 2007 | Feb 2009 | |||
-25.83% | Mar 2008 | Oct 2008 | |||
-24.27% | Feb 1980 | Mar 1980 | |||
-23.45% | Dec 1972 | Sep 1974 | |||
-20.49% | Jul 1973 | Oct 1973 | |||
-20.28% | Nov 1978 | Nov 1978 | |||
-19.65% | Jan 2022 | Sep 2022 | |||
-18.08% | Aug 2020 | Oct 2022 | |||
-16.62% | Apr 1974 | Jun 1974 | |||
-15.68% | Sep 1987 | Nov 1987 | |||
-15.36% | Jan 2020 | Mar 2020 | |||
-12.39% | Mar 1970 | Jun 1970 | |||
-11.30% | May 2002 | Sep 2002 | |||
-10.79% | May 1998 | Aug 1998 | |||
-10.73% | Jan 1990 | Sep 1990 | |||
-10.66% | May 2011 | Sep 2011 | |||
-10.32% | Feb 1980 | Mar 1980 |
Yearly Returns
Yearly return comparison. Common historical serie start from January 1970.
Year | Gold Portfolio | Bill Schultheis Coffeehouse Portfolio |
---|---|---|
2023 |
+7.47% | +1.41% |
2022 |
-0.77% | -14.38% |
2021 |
-4.15% | +15.24% |
2020 |
+24.81% | +7.45% |
2019 |
+17.86% | +18.99% |
2018 |
-1.94% | -5.19% |
2017 |
+12.81% | +11.02% |
2016 |
+8.03% | +11.04% |
2015 |
-10.67% | -0.91% |
2014 |
-2.19% | +8.90% |
2013 |
-28.33% | +15.45% |
2012 |
+6.60% | +11.51% |
2011 |
+9.57% | +2.80% |
2010 |
+29.27% | +14.67% |
2009 |
+24.03% | +17.77% |
2008 |
+4.92% | -18.65% |
2007 |
+30.45% | +2.67% |
2006 |
+22.55% | +15.13% |
2005 |
+17.76% | +6.39% |
2004 |
+4.65% | +13.96% |
2003 |
+19.89% | +23.09% |
2002 |
+25.57% | -4.97% |
2001 |
+0.75% | +2.01% |
2000 |
-5.44% | +7.25% |
1999 |
+0.85% | +8.30% |
1998 |
-0.83% | +7.16% |
1997 |
-21.41% | +17.88% |
1996 |
-4.59% | +13.71% |
1995 |
+0.98% | +22.24% |
1994 |
-2.17% | -0.93% |
1993 |
+17.68% | +15.63% |
1992 |
-5.73% | +9.77% |
1991 |
-8.56% | +24.84% |
1990 |
-3.11% | -5.30% |
1989 |
-2.84% | +17.31% |
1988 |
-15.26% | +15.77% |
1987 |
+24.53% | +2.99% |
1986 |
+18.96% | +20.45% |
1985 |
+6.00% | +29.40% |
1984 |
-19.38% | +10.29% |
1983 |
-16.31% | +19.62% |
1982 |
+14.94% | +25.69% |
1981 |
-32.60% | +5.31% |
1980 |
+15.19% | +18.45% |
1979 |
+126.55% | +18.67% |
1978 |
+37.01% | +9.54% |
1977 |
+22.64% | +6.30% |
1976 |
-4.10% | +26.24% |
1975 |
-24.80% | +26.63% |
1974 |
+66.15% | -11.50% |
1973 |
+72.96% | -9.21% |
1972 |
+49.02% | +11.19% |
1971 |
+16.70% | +13.35% |
1970 |
+6.16% | +7.28% |