US Equities (VTI)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Dec 16, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.17% | 0.09% | 1.57% | 1.05% | 9.47% | 31.32% | 18.41% | 61.83% |
| US Equities (VTI) | -0.29% | -0.56% | 3.13% | 2.83% | 11.03% | 73.52% | 72.33% | 224.94% |
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% | -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 | 61.83% | 5.40% | 4.95% | -36.83% | 0.23 | 0.27 | 0.15 | 0.08 |
| US Equities (VTI) | 224.94% | 13.52% | 12.54% | -61.88% | 0.57 | 0.69 | 0.22 | 0.08 |
Total Return
No Taxes, No Rebalancing.