Intl Real Estate Equities (VNQI)
VS
Rick Ferri Core Four Portfolio


Total Return by Period

Updated: Nov 14, 2025

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Rick Ferri Core Four Portfolio-0.07%0.08%-0.02%2.74%10.03%30.30%22.37%59.08%
Intl Real Estate Equities (VNQI)0.02%0.30%-0.38%0.81%12.59%14.29%-9.39%-8.87%

Total Return by Year

Name2024202320222021202020192018201720162015
Rick Ferri Core Four Portfolio8.91%14.13%-16.26%11.20%11.85%19.41%-5.35%14.51%6.56%-0.36%
Intl Real Estate Equities (VNQI)-2.31%6.96%-22.94%5.89%-7.23%21.56%-9.46%26.88%2.07%-1.75%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Rick Ferri Core Four Portfolio59.08%5.23%4.76%-36.51%0.210.250.140.08
Intl Real Estate Equities (VNQI)-8.87%0.45%-0.93%-54.55%-0.15-0.190.010.24

Total Return

No Taxes, No Rebalancing.

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