Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Coffee House Lazy Portfolio ETFs | 1.53% | 8.65% | 6.64% | 7.87% | 6.23% | 7.57% | NA | 6.22% |
Data as of 06/04/2025, AR inception is 04/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Coffee House Lazy Portfolio ETFs | 04/11/2007 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 8.65 | 6.64 | 7.87 | 6.23 | 7.57 | NA | 6.22 | 1.53 | 11.04 | 13.33 | -14.56 | 16.34 | 9.10 | 19.76 | -6.30 | 9.50 | 10.06 | -0.79 | 9.01 | 13.85 | 11.34 | 2.10 | 15.63 | 21.00 | -19.29 | 0.10 |
| Sharpe Ratio | NA | 0.40 | 0.26 | 0.46 | 0.39 | NA | NA | 0.41 | 0.01 | 0.75 | 0.89 | -0.95 | 1.69 | 0.38 | 2.62 | -0.83 | 1.95 | 1.20 | -0.10 | 1.38 | 1.78 | 1.47 | 0.14 | 1.26 | 1.11 | -0.87 | -0.36 |
| Standard Deviation(%) | NA | 13.52 | 13.19 | 12.73 | 12.34 | NA | NA | 12.82 | 17.27 | 9.85 | 10.92 | 16.88 | 9.66 | 23.08 | 6.97 | 9.25 | 4.54 | 8.20 | 8.44 | 6.52 | 7.75 | 7.68 | 14.34 | 12.34 | 18.83 | 23.21 | 5.62 |
| Draw Down(%) | NA | 14.21 | 14.21 | 21.02 | 26.17 | NA | NA | 34.94 | 12.94 | 5.54 | 10.44 | 20.92 | 4.88 | 26.17 | 3.35 | 12.20 | 2.06 | 5.93 | 7.83 | 4.63 | 6.43 | 5.67 | 12.55 | 8.72 | 17.24 | 32.77 | 3.54 |
| Yield(%) | NA | 3.47 | 2.67 | 2.88 | 2.56 | NA | NA | 2.54 | NA | 1.23 | 2.82 | 2.04 | 2.98 | 2.59 | 2.91 | 1.86 | 0.87 | 3.30 | 2.53 | 2.79 | 1.96 | 2.76 | 2.64 | 3.12 | 3.13 | 2.58 | 1.16 |
Data as of 06/04/2025, AR inception is 04/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Coffee House Lazy Portfolio ETFs |
-0.56%
Jun 2007 - Jun 2010 |
1.76%
Mar 2015 - Mar 2020 |
4.73%
Oct 2013 - Oct 2023 |
5.20%
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 ETFs |
19.94%
Feb 2009 - Feb 2012 |
16.24%
Feb 2009 - Feb 2014 |
10.64%
Feb 2009 - Feb 2019 |
9.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart