US Equities (VTI)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Jan 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.19% | 0.91% | 2.50% | 2.60% | 13.11% | 28.90% | 22.03% | 71.12% |
| US Equities (VTI) | -0.06% | 1.18% | 2.33% | 2.69% | 14.49% | 68.23% | 76.85% | 248.91% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% | |
| US Equities (VTI) | 23.75% | 26.01% | -19.50% | 25.61% | 20.83% | 30.58% | -5.31% | 21.16% | 12.78% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 71.12% | 5.95% | 5.53% | -38.08% | 0.28 | 0.33 | 0.16 | 0.08 |
| US Equities (VTI) | 248.91% | 14.21% | 13.34% | -64.75% | 0.61 | 0.74 | 0.22 | 0.08 |
Total Return
No Taxes, No Rebalancing.