US Equities (VTI)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Mar 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.15% | -0.62% | -1.69% | 1.80% | 16.56% | 44.88% | 33.34% | 112.22% |
| US Equities (VTI) | -0.23% | -0.66% | -2.43% | -1.26% | 22.48% | 79.84% | 72.87% | 280.91% |
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 Equities (VTI) | 23.81% | 26.05% | -19.52% | 25.66% | 21.05% | 30.65% | -5.22% | 21.21% | 12.83% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 112.22% | 8.12% | 7.84% | -39.40% | 0.48 | 0.57 | 0.21 | 0.06 |
| US Equities (VTI) | 280.91% | 15.09% | 14.35% | -66.46% | 0.66 | 0.80 | 0.23 | 0.08 |
Total Return
No Taxes, No Rebalancing.