US High Yield Bonds (HYG)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Aug 25, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.51% | 0.74% | 2.46% | 1.77% | 14.23% | 47.98% | 34.20% | 112.64% |
| US High Yield Bonds (HYG) | 0.28% | 0.49% | 1.12% | 0.68% | 4.46% | 27.22% | 19.76% | 55.84% |
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 High Yield Bonds (HYG) | 7.97% | 11.53% | -11.00% | 3.74% | 4.46% | 14.08% | -2.02% | 6.07% | 13.42% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 112.64% | 8.15% | 7.86% | -36.82% | 0.48 | 0.58 | 0.22 | 0.06 |
| US High Yield Bonds (HYG) | 55.84% | 4.79% | 4.55% | -26.93% | 0.22 | 0.26 | 0.18 | 0.04 |