The Coffee House Lazy Portfolio Index Funds
0.54%April 16 | MyPlanIQ portfolio symbol P_36809

Buy and Hold (Annually Reblance)
Bond VBMFX 40%
Small-Value VISVX 10%
REIT VGSIX 10%
Intl-Stocks VGTSX 10%
Large-Cap VFINX 10%
Value-Stocks VIVAX 10%
Small-Stocks NAESX 10%
Simulated from 5/28/1998


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 05/28/1998 to 04/16/2024, the worst annualized return of 3-year rolling returns is -4.95%.

From 05/28/1998 to 04/16/2024, the worst annualized return of 5-year rolling returns is 2.03%.

From 05/28/1998 to 04/16/2024, the worst annualized return of 10-year rolling returns is 4.76%.

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