Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Coffee House Lazy Portfolio Tactical Asset Allocation Moderate | NA | 26.63% | 1.20% | 5.93% | 4.49% | 6.00% | 6.33% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Coffee House Lazy Portfolio Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.38 | 26.63 | 1.20 | 5.93 | 4.49 | 6.00 | 6.33 | … | … | -0.48 | 7.31 | 12.95 | -18.17 | 15.36 | 12.98 | 9.40 | -4.16 | 10.10 | 5.58 | -4.38 | 4.93 | 13.67 | 6.86 | 5.18 | 10.66 | 11.20 | -2.40 | 6.49 | 19.55 | 2.79 | 13.66 | 17.66 | 2.60 | 5.37 |
| Sharpe Ratio | NA | 0.16 | -0.29 | 0.23 | 0.27 | NA | NA | … | … | -0.06 | 0.07 | 0.76 | -1.20 | 1.69 | 1.51 | 1.70 | -0.74 | 2.22 | 1.00 | -0.76 | 0.87 | 1.89 | 1.28 | 0.59 | 0.77 | 1.22 | -0.81 | 0.34 | 2.12 | 0.09 | 1.63 | 3.44 | 0.24 | 0.85 |
| Standard Deviation(%) | NA | 9.63 | 12.78 | 11.36 | 8.96 | NA | NA | … | … | 8.94 | 9.73 | 11.52 | 16.24 | 9.06 | 8.44 | 4.70 | 7.37 | 4.27 | 5.38 | 5.78 | 5.68 | 7.23 | 5.30 | 8.74 | 13.71 | 9.07 | 4.08 | 10.20 | 7.68 | 7.05 | 7.82 | 4.94 | 6.23 | 3.61 |
| Draw Down(%) | NA | 6.13 | 21.69 | 23.35 | 23.35 | NA | NA | … | … | 1.01 | 6.03 | 12.03 | 23.35 | 4.25 | 9.15 | 2.44 | 9.69 | 1.56 | 3.75 | 8.09 | 3.96 | 7.13 | 3.78 | 7.25 | 10.43 | 4.52 | 6.59 | 7.00 | 5.87 | 4.69 | 10.02 | 2.08 | 9.32 | 2.94 |
| Yield(%) | NA | 3.44 | 2.67 | 2.54 | 2.34 | NA | NA | … | … | NA | 1.00 | 3.08 | 2.15 | 1.82 | 2.20 | 3.16 | 2.04 | 0.30 | 2.70 | 2.42 | 3.01 | 1.98 | 3.11 | 2.25 | 3.25 | 3.56 | 2.81 | 3.28 | 4.09 | 3.83 | 3.68 | 4.78 | 4.05 | 6.08 |
Data as of 10/31/2024, Common starting date 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 Tactical Asset Allocation Moderate |
-1.09%
Apr 2021 – Apr 2024 |
1.82%
Sep 2017 – Sep 2022 |
2.63%
Oct 2013 – Oct 2023 |
4.35%
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 Tactical Asset Allocation Moderate |
13.92%
May 2004 – May 2007 |
12.89%
Oct 2002 – Oct 2007 |
9.55%
Apr 2003 – Apr 2013 |
8.11%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart