Long-Term US Treasuries (TLT)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Apr 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.96% | 2.57% | 7.06% | 3.10% | 24.06% | 43.81% | 34.29% | 114.65% |
| Long-Term US Treasuries (TLT) | 0.92% | 0.67% | 1.85% | 0.28% | 3.61% | -5.99% | -26.63% | -12.74% |
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% | |
| Long-Term US Treasuries (TLT) | -8.06% | 2.78% | -31.24% | -4.61% | 18.15% | 14.12% | -1.61% | 9.17% | 1.17% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 114.65% | 8.24% | 7.96% | -38.03% | 0.49 | 0.58 | 0.22 | 0.06 |
| Long-Term US Treasuries (TLT) | -12.74% | -0.26% | -1.36% | -70.19% | -0.22 | -0.33 | -0.00 | 0.26 |