Long-Term US Treasuries (TLT)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Jul 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.20% | 0.23% | 0.42% | 4.96% | 15.00% | 43.80% | 33.12% | 111.82% |
| Long-Term US Treasuries (TLT) | -0.02% | -1.22% | -1.15% | -1.61% | 0.76% | -4.75% | -32.13% | -20.72% |
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 | 111.82% | 8.10% | 7.82% | -37.26% | 0.48 | 0.57 | 0.22 | 0.06 |
| Long-Term US Treasuries (TLT) | -20.72% | -1.23% | -2.30% | -65.24% | -0.28 | -0.43 | -0.02 | 0.27 |