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 ETF Version Strategic Asset Allocation - Optimal Moderate | 1.87% | 6.94% | 3.96% | 8.96% | 5.63% | 6.60% | 5.79% | 5.58% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Coffee House Lazy Portfolio ETF Version Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 06/27/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.92 | 6.94 | 3.96 | 8.96 | 5.63 | 6.60 | 5.79 | 5.58 | 1.87 | 8.25 | 11.78 | -13.07 | 11.11 | 11.39 | 18.90 | -6.51 | 10.47 | 9.66 | -1.02 | 7.32 | 11.64 | 11.30 | 0.51 | 14.94 | 23.54 | -23.52 | 1.10 | 12.43 | 3.96 | 7.44 | 17.55 | -12.44 | 9.46 |
| Sharpe Ratio | NA | 0.73 | 0.55 | 0.57 | 0.44 | NA | NA | 0.37 | 0.41 | 0.60 | 0.91 | -1.05 | 1.30 | 0.53 | 2.86 | -0.93 | 2.43 | 1.12 | -0.12 | 1.15 | 1.50 | 1.45 | 0.03 | 1.13 | 1.10 | -0.92 | -0.20 | 1.27 | 0.27 | 0.96 | 1.68 | -0.91 | 1.32 |
| Standard Deviation(%) | NA | 10.16 | 10.22 | 10.22 | 10.80 | NA | NA | 11.98 | 12.28 | 7.70 | 8.91 | 13.81 | 8.51 | 21.07 | 6.08 | 8.53 | 4.05 | 8.42 | 8.59 | 6.36 | 7.75 | 7.77 | 14.93 | 13.19 | 21.30 | 26.76 | 10.27 | 7.10 | 6.28 | 6.75 | 9.99 | 14.96 | 5.34 |
| Draw Down(%) | NA | 8.70 | 12.15 | 19.89 | 22.81 | NA | NA | 41.47 | 8.70 | 4.13 | 8.77 | 19.89 | 3.58 | 22.81 | 2.91 | 12.03 | 1.86 | 5.93 | 8.16 | 4.34 | 6.73 | 5.87 | 13.34 | 9.34 | 20.67 | 33.38 | 7.47 | 5.38 | 4.31 | 5.27 | 8.08 | 20.62 | 2.44 |
| Yield(%) | NA | 3.65 | 2.83 | 2.89 | 2.64 | NA | NA | 2.28 | NA | 1.20 | 3.10 | 2.26 | 2.83 | 2.26 | 3.10 | 1.86 | 0.93 | 3.72 | 2.75 | 2.82 | 2.09 | 2.79 | 2.55 | 3.04 | 2.86 | 0.99 | 2.49 | 2.95 | 1.24 | 0.91 | 0.76 | 0.79 | 2.23 |
Data as of 03/31/2025, AR inception 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 Strategic Asset Allocation - Optimal Moderate |
-10.28%
Feb 2006 - Feb 2009 |
-4.19%
Feb 2004 - Feb 2009 |
3.62%
Nov 2001 - Nov 2011 |
4.25%
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 ETF Version Strategic Asset Allocation - Optimal Moderate |
20.95%
Feb 2009 - Feb 2012 |
16.26%
Feb 2009 - Feb 2014 |
10.34%
Feb 2009 - Feb 2019 |
8.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart