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 Index Funds | NA | 8.11% | 6.39% | 7.42% | 5.92% | 7.49% | 6.56% | … | … |
Data as of 06/04/2025, Common starting date is 05/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Coffee House Lazy Portfolio Index Funds | 05/28/1998 | 06/04/2025 |
| 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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 8.11 | 6.39 | 7.42 | 5.92 | 7.49 | 6.56 | … | … | 1.48 | 10.09 | 13.63 | -14.51 | 15.54 | 8.28 | 19.66 | -6.23 | 9.12 | 9.65 | -0.73 | 9.13 | 14.55 | 11.93 | 2.24 | 14.95 | 20.50 | -20.35 | 2.67 | 15.20 | 6.25 | 13.86 | 23.00 | -5.25 | 1.91 | 6.38 | 8.18 | 1.34 |
| Sharpe Ratio | NA | 0.38 | 0.25 | 0.44 | 0.39 | NA | NA | … | … | 0.01 | 0.67 | 0.94 | -0.97 | 1.73 | 0.38 | 2.68 | -0.84 | 1.82 | 1.18 | -0.09 | 1.45 | 1.95 | 1.57 | 0.15 | 1.17 | 1.18 | -0.94 | -0.05 | 1.61 | 0.56 | 1.69 | 2.96 | -0.60 | -0.06 | 0.22 | 0.67 | -0.06 |
| Standard Deviation(%) | NA | 12.58 | 12.66 | 12.20 | 11.72 | NA | NA | … | … | 15.68 | 9.62 | 10.61 | 16.44 | 8.97 | 21.36 | 6.79 | 9.06 | 4.64 | 7.96 | 8.15 | 6.31 | 7.43 | 7.56 | 14.27 | 12.74 | 17.28 | 22.59 | 10.27 | 7.32 | 7.12 | 7.61 | 7.53 | 10.60 | 9.54 | 9.83 | 7.16 | 10.11 |
| Draw Down(%) | NA | 14.33 | 14.33 | 20.88 | 25.83 | NA | NA | … | … | 12.62 | 5.36 | 10.36 | 20.88 | 4.55 | 25.83 | 3.28 | 12.12 | 2.04 | 5.73 | 7.85 | 4.57 | 6.28 | 5.40 | 12.57 | 9.39 | 16.47 | 31.80 | 6.96 | 5.64 | 4.47 | 7.70 | 5.89 | 16.10 | 11.31 | 5.46 | 6.48 | 13.18 |
| Yield(%) | NA | 3.08 | 2.39 | 2.39 | 2.25 | NA | NA | … | … | NA | 0.90 | 2.69 | 1.94 | 1.88 | 2.15 | 2.80 | 1.80 | 0.51 | 3.04 | 2.52 | 2.67 | 2.59 | 3.05 | 2.82 | 2.86 | 3.63 | 3.35 | 3.54 | 3.55 | 3.39 | 3.39 | 3.76 | 4.03 | 5.03 | 6.60 | 6.47 | 3.84 |
Data as of 06/04/2025, Common starting date is 05/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Coffee House Lazy Portfolio Index Funds |
-7.23%
Feb 2006 – Feb 2009 |
-0.63%
Feb 2004 – Feb 2009 |
3.47%
Feb 1999 – Feb 2009 |
4.90%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Coffee House Lazy Portfolio Index Funds |
19.22%
Feb 2009 – Feb 2012 |
16.08%
Feb 2009 – Feb 2014 |
10.49%
Feb 2009 – Feb 2019 |
9.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart