US High Yield Bonds (HYG)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Jan 15, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.10% | 0.80% | 2.02% | 2.45% | 14.31% | 30.26% | 20.14% | 74.61% |
| US High Yield Bonds (HYG) | 0.00% | 0.12% | 0.32% | 0.40% | 2.19% | 5.74% | -6.97% | 4.02% |
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 High Yield Bonds (HYG) | 7.96% | 11.54% | -10.94% | 3.72% | 4.56% | 14.03% | -2.00% | 6.06% | 13.34% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 74.61% | 6.15% | 5.74% | -38.73% | 0.30 | 0.36 | 0.16 | 0.08 |
| US High Yield Bonds (HYG) | 4.02% | 0.76% | 0.40% | -26.11% | -0.26 | -0.32 | 0.03 | 0.09 |
Total Return
No Taxes, No Rebalancing.