US Real Estate Equities (VNQ)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Aug 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.36% | 0.01% | 1.81% | 1.03% | 13.27% | 45.00% | 32.89% | 111.23% |
| US Real Estate Equities (VNQ) | -0.42% | -1.28% | -1.73% | 1.61% | 9.15% | 31.27% | 9.13% | 61.01% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 9.22% | 14.54% | -16.50% | 11.52% | 11.85% | 19.63% | -5.42% | 14.57% | 6.58% | |
| US Real Estate Equities (VNQ) | 4.81% | 11.77% | -26.24% | 40.50% | -4.64% | 28.86% | -6.02% | 4.88% | 8.60% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 111.23% | 8.08% | 7.79% | -36.78% | 0.47 | 0.57 | 0.22 | 0.06 |
| US Real Estate Equities (VNQ) | 61.01% | 6.96% | 4.89% | -56.06% | 0.19 | 0.23 | 0.12 | 0.14 |