Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Original Coffee House Lazy Portfolio Index Funds | NA | 8.13% | 6.48% | 7.54% | 5.98% | 7.54% | 6.58% | … | … |
Data as of 06/04/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Original Coffee House Lazy Portfolio Index Funds | 12/31/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 8.13 | 6.48 | 7.54 | 5.98 | 7.54 | 6.58 | … | … | 1.51 | 10.15 | 13.75 | -14.43 | 15.44 | 8.46 | 19.78 | -6.43 | 9.42 | 9.89 | -0.89 | 9.42 | 14.73 | 11.93 | 2.03 | 14.63 | 20.22 | -20.16 | 2.64 | 15.13 | 6.24 | 13.78 | 23.68 | -5.43 | 2.80 |
| Sharpe Ratio | NA | 0.38 | 0.25 | 0.45 | 0.39 | NA | NA | … | … | 0.01 | 0.67 | 0.94 | -0.95 | 1.68 | 0.38 | 2.63 | -0.85 | 1.86 | 1.19 | -0.11 | 1.53 | 1.94 | 1.52 | 0.14 | 1.19 | 0.98 | -0.93 | -0.05 | 1.59 | 0.57 | 1.74 | 2.82 | -0.62 | 0.04 |
| Standard Deviation(%) | NA | 12.74 | 12.80 | 12.37 | 11.91 | NA | NA | … | … | 15.84 | 9.76 | 10.73 | 16.64 | 9.18 | 21.75 | 6.96 | 9.24 | 4.71 | 8.15 | 8.23 | 6.16 | 7.56 | 7.80 | 14.45 | 12.17 | 20.44 | 22.72 | 10.32 | 7.37 | 6.95 | 7.36 | 8.14 | 10.66 | 9.59 |
| Draw Down(%) | NA | 14.53 | 14.53 | 20.90 | 26.24 | NA | NA | … | … | 12.83 | 5.39 | 10.46 | 20.90 | 4.68 | 26.24 | 3.43 | 12.44 | 2.05 | 5.93 | 7.99 | 4.55 | 6.38 | 5.80 | 12.71 | 9.03 | 20.32 | 31.70 | 7.02 | 5.64 | 4.44 | 7.39 | 6.94 | 16.13 | 11.27 |
| Yield(%) | NA | 3.07 | 2.34 | 2.37 | 2.22 | NA | NA | … | … | NA | 0.89 | 2.68 | 1.93 | 1.77 | 2.14 | 2.79 | 1.79 | 0.50 | 3.09 | 2.42 | 2.71 | 2.60 | 3.02 | 2.83 | 2.92 | 3.47 | 3.31 | 3.53 | 3.56 | 3.43 | 3.48 | 3.67 | 3.96 | 4.95 |
Data as of 06/04/2025, 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 Original Coffee House Lazy Portfolio Index Funds |
-8.13%
Feb 2006 – Feb 2009 |
-1.22%
Feb 2004 – Feb 2009 |
4.68%
Oct 2013 – Oct 2023 |
4.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Original Coffee House Lazy Portfolio Index Funds |
20.34%
Feb 2009 – Feb 2012 |
16.72%
Feb 2009 – Feb 2014 |
10.84%
Feb 2009 – Feb 2019 |
9.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart