Long-Term US Treasuries (TLT)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Feb 27, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.09% | 0.24% | 1.91% | 3.52% | 14.71% | 35.39% | 21.93% | 70.37% |
| Long-Term US Treasuries (TLT) | 0.61% | 1.58% | 4.24% | 0.68% | -0.54% | -10.71% | -36.54% | -29.28% |
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% | |
| Long-Term US Treasuries (TLT) | -8.01% | 2.70% | -31.12% | -4.62% | 18.08% | 14.06% | -1.57% | 9.12% | 1.19% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 70.37% | 5.90% | 5.49% | -37.36% | 0.28 | 0.33 | 0.16 | 0.08 |
| Long-Term US Treasuries (TLT) | -29.28% | -2.36% | -3.41% | -69.14% | -0.36 | -0.54 | -0.03 | 0.29 |
Total Return
No Taxes, No Rebalancing.