Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Coffee House Lazy Portfolio ETF Version Tactical Asset Allocation Moderate | NA | 8.25% | 7.56% | 7.30% | 5.68% | 5.75% | 6.13% | … | … |
Data as of 08/29/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Coffee House Lazy Portfolio ETF Version Tactical Asset Allocation Moderate | 12/31/2000 | 11/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 8.25 | 7.56 | 7.30 | 5.68 | 5.75 | 6.13 | … | … | 11.07 | 6.16 | 9.55 | -10.69 | 14.21 | 9.07 | 9.18 | -4.12 | 10.39 | 6.38 | -4.65 | 4.67 | 12.30 | 6.67 | 6.02 | 10.91 | 9.77 | 2.00 | 8.03 | 8.22 | 0.78 | 10.08 | 15.20 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.76 | 0.66 | 0.50 | 0.55 | NA | NA | … | … | 0.97 | 0.37 | 0.73 | -1.02 | 1.56 | 0.76 | 1.66 | -0.72 | 2.17 | 1.15 | -0.75 | 0.78 | 1.61 | 1.22 | 0.69 | 0.78 | 0.92 | 0.25 | 0.49 | 0.76 | -0.16 | 1.09 | 2.13 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 8.60 | 7.97 | 9.08 | 8.18 | NA | NA | … | … | 8.82 | 6.93 | 8.03 | 11.87 | 9.12 | 11.59 | 4.64 | 7.61 | 4.48 | 5.37 | 6.20 | 6.00 | 7.62 | 5.41 | 8.68 | 13.83 | 10.57 | 4.06 | 9.88 | 6.33 | 9.12 | 8.37 | 6.79 | 0.01 | 0.05 |
| Draw Down(%) | NA | 7.78 | 7.78 | 16.46 | 16.46 | NA | NA | … | … | 7.78 | 4.38 | 7.31 | 16.46 | 3.66 | 13.12 | 2.35 | 9.57 | 1.63 | 3.81 | 8.62 | 3.85 | 6.96 | 4.13 | 7.79 | 10.29 | 5.08 | 4.65 | 6.67 | 5.23 | 7.67 | 6.38 | 2.74 | 0.00 | 0.00 |
| Yield(%) | NA | 4.23 | 2.95 | 2.66 | 2.42 | NA | NA | … | … | NA | 1.23 | 4.12 | 2.29 | 1.76 | 1.44 | 3.20 | 2.09 | 0.68 | 2.97 | 1.89 | 3.19 | 1.43 | 2.85 | 1.87 | 3.17 | 3.55 | 2.32 | 2.14 | 2.02 | 2.17 | 2.07 | 0.81 | 1.11 | 2.31 |
Data as of 08/29/2025, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Coffee House Lazy Portfolio ETF Version Tactical Asset Allocation Moderate |
0.95%
Oct 2017 – Oct 2020 |
1.79%
Mar 2015 – Mar 2020 |
3.35%
Oct 2013 – Oct 2023 |
4.84%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Coffee House Lazy Portfolio ETF Version Tactical Asset Allocation Moderate |
10.94%
Jun 2009 – Jun 2012 |
10.47%
Jun 2009 – Jun 2014 |
8.34%
Apr 2003 – Apr 2013 |
7.21%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart