The Original Coffee House Lazy Portfolio Index Funds
0.17%May 07 | MyPlanIQ portfolio symbol P_37901

Buy and Hold (Annually Reblance)
asset1 VBMFX 40%
asset2 VGSIX 10%
asset3 VGTSX 10%
asset4 NAESX 10%
asset5 VFINX 10%
asset6 VIVAX 10%
asset7 VISVX 10%
Simulated from 12/31/2000


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 12/31/2000 to 05/07/2024, the worst annualized return of 3-year rolling returns is -5.92%.

From 12/31/2000 to 05/07/2024, the worst annualized return of 5-year rolling returns is 1.42%.

From 12/31/2000 to 05/07/2024, the worst annualized return of 10-year rolling returns is 5.95%.

Maximum Drawdown

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