US Equities (VTI)
VS
Rick Ferri Core Four Portfolio
Total Return by Period
Updated: Nov 05, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four Portfolio | 0.18% | -0.95% | -0.08% | 3.64% | 9.66% | 36.43% | 23.92% | 58.29% |
| US Equities (VTI) | 0.43% | -1.35% | 0.41% | 7.10% | 16.78% | 76.33% | 85.85% | 208.94% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four Portfolio | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% | -0.36% |
| US Equities (VTI) | 23.75% | 26.01% | -19.50% | 25.61% | 20.83% | 30.58% | -5.31% | 21.16% | 12.78% | 0.46% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four Portfolio | 58.29% | 5.18% | 4.71% | -36.13% | 0.20 | 0.25 | 0.14 | 0.08 |
| US Equities (VTI) | 208.94% | 13.02% | 11.97% | -59.04% | 0.54 | 0.66 | 0.22 | 0.08 |
Total Return
No Taxes, No Rebalancing.