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Bill Schultheis Coffee House Portfolio

Expense Ratio

Rank 22 of 53

0.05%
0.00%0.94%
Dividend Yield

Rank 7 of 53

2.05%
0.00%2.62%
10Y Annualized Return

Rank 29 of 53

8.83%
4.41%40.06%
Sharpe Ratio

Rank 13 of 53

2.48
0.572.92
Maximum Drawdown

Rank 20 of 53

-24.01%
-38.24%-10.21%

Bill Schultheis Coffee House PortfolioAsset Allocation


S&P 500

Bill Schultheis Coffee House PortfolioPerformance

The chart shows the growth of $10,000 invested in Bill Schultheis Coffee House Portfolio on Sep 10, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $26,319 for a total return of roughly 163.19%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Bill Schultheis Coffee House Portfolio
Benchmark (S&P 500)
Portfolio components

Bill Schultheis Coffee House PortfolioReturns

As of Jul 31, 2021, the Bill Schultheis Coffee House Portfolio returned 10.59% Year-To-Date and 8.83% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Bill Schultheis Coffee House Portfolio0.99%9.57%10.59%22.67%9.23%8.83%
VOO
Vanguard S&P 500 ETF
2.54%16.94%18.11%37.04%17.34%15.33%
BND
Vanguard Total Bond Market ETF
1.24%0.15%-0.63%-0.69%3.23%3.26%
VTV
Vanguard Value ETF
1.41%16.96%18.00%36.04%12.65%12.84%
VNQ
Vanguard Real Estate ETF
3.87%25.27%26.78%34.34%7.12%10.22%
VEA
Vanguard FTSE Developed Markets ETF
-0.17%9.44%11.08%29.25%10.12%6.80%
VB
Vanguard Small Cap ETF
-1.52%10.31%14.60%46.39%14.50%13.23%
VBR
Vanguard Small Cap Value ETF
-1.19%16.40%21.04%55.00%11.42%12.11%

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 2.48. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


Bill Schultheis Coffee House Portfolio
Benchmark (S&P 500)
Portfolio components

Bill Schultheis Coffee House PortfolioDividends

Bill Schultheis Coffee House Portfolio granted a 2.05% dividend yield in the last twelve months, as of May 17, 2020.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

2.05%2.24%2.51%2.91%2.61%2.56%2.53%2.51%2.53%2.52%2.96%2.80%

Bill Schultheis Coffee House PortfolioDrawdowns Chart

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


Bill Schultheis Coffee House Portfolio
Benchmark (S&P 500)
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
-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, 2018123Aug 6, 2018132
-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
-4.43%Sep 17, 201242Nov 15, 201224Dec 20, 201266

Bill Schultheis Coffee House PortfolioVolatility Chart

Current Bill Schultheis Coffee House Portfolio volatility is 10.19%. 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.


Bill Schultheis Coffee House Portfolio
Benchmark (S&P 500)
Portfolio components

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