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Bill Schultheis Coffee House Portfolio

Last updated Oct 2, 2022
Expense Ratio

Rank 22 of 54

0.05%
0.00%0.94%
Dividend Yield

Rank 18 of 54

2.63%
0.00%5.13%
10Y Annualized Return

Rank 31 of 54

6.61%
2.78%57.48%
Sharpe Ratio

Rank 19 of 54

-0.94
-1.65-0.52
Maximum Drawdown

Rank 26 of 54

-30.12%
-91.88%-19.55%

Bill Schultheis Coffee House PortfolioAsset Allocation


Bill Schultheis Coffee House PortfolioPerformance

The chart shows the growth of $10,000 invested in Bill Schultheis Coffee House Portfolio in Sep 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $21,847 for a total return of roughly 118.47%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


-20.00%-15.00%-10.00%-5.00%0.00%MayJuneJulyAugustSeptember
-16.07%
-21.76%
Bill Schultheis Coffee House Portfolio
Benchmark (^GSPC)
Portfolio components

Bill Schultheis Coffee House PortfolioReturns

As of Oct 2, 2022, the Bill Schultheis Coffee House Portfolio returned -20.95% Year-To-Date and 6.61% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Benchmark-10.05%-20.85%-24.77%-17.75%7.32%9.53%
Bill Schultheis Coffee House Portfolio-8.12%-15.68%-19.53%-16.41%3.40%5.89%
VOO
Vanguard S&P 500 ETF
-9.91%-20.25%-23.90%-16.53%9.22%11.67%
BND
Vanguard Total Bond Market ETF
-4.58%-9.21%-14.51%-14.70%-0.34%0.80%
VTV
Vanguard Value ETF
-8.55%-15.34%-14.50%-8.04%7.11%10.49%
VNQ
Vanguard Real Estate ETF
-13.28%-24.74%-29.32%-20.02%3.09%6.33%
VEA
Vanguard FTSE Developed Markets ETF
-10.39%-23.07%-27.51%-25.78%-0.63%3.97%
VB
Vanguard Small-Cap ETF
-10.13%-19.00%-23.64%-21.83%5.37%9.57%
VBR
Vanguard Small-Cap Value ETF
-10.57%-17.68%-18.74%-15.11%4.43%9.47%

Bill Schultheis Coffee House PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Bill Schultheis Coffee House Portfolio Sharpe ratio is -0.94. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00MayJuneJulyAugustSeptember
-1.22
-0.77
Bill Schultheis Coffee House Portfolio
Benchmark (^GSPC)
Portfolio components

Bill Schultheis Coffee House PortfolioDividends

Bill Schultheis Coffee House Portfolio granted a 2.63% dividend yield in the last twelve months.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

2.63%2.03%2.26%2.68%3.08%2.75%2.98%3.01%3.14%3.19%3.71%3.93%3.86%

Bill Schultheis Coffee House PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2022FebruaryMarchAprilMayJuneJulyAugustSeptember
-19.80%
-25.25%
Bill Schultheis Coffee House Portfolio
Benchmark (^GSPC)
Portfolio components

Bill Schultheis Coffee House PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the Bill Schultheis Coffee House Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Bill Schultheis Coffee House Portfolio is 24.01%, recorded on Mar 23, 2020. It took 141 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-24.01%Feb 21, 202022Mar 23, 2020141Oct 12, 2020163
-19.9%Nov 8, 2021223Sep 27, 2022
-12.76%Jul 8, 201161Oct 3, 201183Feb 1, 2012144
-11.01%Aug 30, 201880Dec 24, 201856Mar 18, 2019136
-9.42%Apr 27, 2015202Feb 11, 201646Apr 19, 2016248
-6.39%May 22, 201323Jun 24, 201360Sep 18, 201383
-6.27%Jan 29, 20189Feb 8, 2018124Aug 7, 2018133
-5.55%Apr 3, 201243Jun 4, 201243Aug 3, 201286
-4.44%Sep 8, 201426Oct 13, 201419Nov 7, 201445
-4.43%Sep 8, 201641Nov 3, 201623Dec 7, 201664

Bill Schultheis Coffee House PortfolioVolatility Chart

Current Bill Schultheis Coffee House Portfolio volatility is 12.96%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%MayJuneJulyAugustSeptember
17.18%
19.40%
Bill Schultheis Coffee House Portfolio
Benchmark (^GSPC)
Portfolio components

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