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The Coffee House Lazy Portfolio Index Funds
0.10%June 04 | MyPlanIQ portfolio symbol P_36809

  • Portfolio Overview
  • Asset Allocation and ETFs
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


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


Asset Allocation




Historical Performance


The Coffee House Lazy Portfolio Index Funds Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
The Coffee House Lazy Portfolio Index Funds 1.48% 8.11% 6.39% 7.42% 5.92% 7.49% 6.56% 6.63%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 2.03% 14.20% 14.72% 15.60% 12.92% 14.19% 10.37% 8.34%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 5.23% 10.75% 8.37% 7.42% 6.31% 7.36% 6.07% 6.06%
Data as of 06/04/2025, AR inception is 05/28/1998

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The Coffee House Lazy Portfolio Index Funds Historical Return Chart


Calculators


Dollar Cost Average Calculator for The Coffee House Lazy Portfolio Index Funds

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Retirement Spending Calculator for The Coffee House Lazy Portfolio Index Funds

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Rolling Returns


From 05/28/1998 to 06/04/2025, the worst annualized return of 3-year rolling returns for The Coffee House Lazy Portfolio Index Funds is -7.23%.
From 05/28/1998 to 06/04/2025, the worst annualized return of 5-year rolling returns for The Coffee House Lazy Portfolio Index Funds is -0.63%.
From 05/28/1998 to 06/04/2025, the worst annualized return of 10-year rolling returns for The Coffee House Lazy Portfolio Index Funds is 3.47%.
From 05/28/1998 to 06/04/2025, the worst annualized return of 20-year rolling returns for The Coffee House Lazy Portfolio Index Funds is 5.84%.

Maximum Drawdown

The Coffee House Lazy Portfolio Index Funds Maximum Drawdown